Preparing for your Major Life Transition Consulation

Major life events often bring both emotional and financial complexity.

Whether you are navigating retirement, the loss of a loved one, divorce, a business transition, inheritance, career change, or another significant event, our goal is to provide thoughtful guidance and steady support during periods of change.

This meeting is designed to help us understand your situation, identify immediate priorities, and begin creating a path forward.

Topics may include:
• Cash flow and liquidity needs
• Investment and retirement considerations
• Tax implications
• Estate and beneficiary updates
• Insurance and risk management
• Business transition planning
• Coordination with attorneys or tax professionals
• Short- and long-term financial priorities

What Happens Next?

 You will receive:

- a calendar confirmation

- reminder notifications before your meeting

- Zoom details if you selected a virtual meeting

You do not need to have everything organized before the meeting. We will work through the situation together step by step. We will review your request and if documents or information would be helpful before the meeting, our office will contact you directly.

 If you need to reschedule, you may do so using the link included in your confirmation email. 

Our Approach
 At Solvia Wealth, we believe financial planning should create clarity, confidence, and alignment.

Our process is designed to help clients make thoughtful financial decisions while building a long-term strategy that evolves alongside their lives. We look forward to supporting you through this transition with care, clarity, and thoughtful planning.

 Questions Before Your Meeting?

 916-365-4314

d.laney@lpl.com