What We Do
Life Event Planning
When you’re celebrating your engagement, welcoming a child into the world, settling into a new job, or grieving the loss of a loved one, the last thing you want on your to-do list is to analyze the financial implications of your life transition. Even so, major life changes can have complex and far-reaching impacts on your financial plan that must be taken into account.
That’s where Walled Lake comes in. We take the hard work out of your hands and offer transparent, informed guidance fine-tuned to fit your unique situation. We look at both the immediate impact and long-term implications of your major life events and identify your most advantageous options. In short, we handle your finances so you can focus on the important moments in life.
If you find yourself asking:
- How do I structure my estate plan after getting married or having a child?
- How much life insurance do I need upon having a child?
- How will caring for my aging parents impact my financial situation?
- If I need long-term care, will I be able to afford it?
- How do I compare the benefits of my current job with those of a new job offer?
- How do I best save for my child’s future education needs?
