Lifestyle Planning

Funding for Significant Life Events

One constant in our financial lives is change. Planning for changing circumstances requires the formulation of strategies that are flexible enough to adapt to meet our clients’ evolving lifetime objectives.

SC&H is committed to planning for our clients’ financial well-being throughout their lifetimes. We continuously evaluate current posture and adjust holdings accordingly, as circumstances change.

Our experienced advisors regularly consult with clients regarding the impact of significant life events, including:

  • Marriage
  • Divorce
  • Education
  • Birth of a child
  • Change of career or loss of a job
  • Caring for loved ones
  • Financial windfalls (inheritances, lottery winnings)

By helping clients plan to meet future goals, and to navigate the ebb and flow of life, we establish the financial peace-of-mind necessary to fully enjoy life.