Navigate Life Changes
Life rarely goes according to script.
Divorce, retirement, a new baby, sending kids to college, or unexpected health changes could all have major financial implications. CONA helps you navigate these transitions with clarity and confidence, to help ensure your plan adjusts to protect what matters most. By addressing both the financial details and the bigger picture, we help ensure your money is aligned with your new reality.
"How do I make the right financial decisions during a life transition?"
FAQs
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Retirement planning is more than saving—it's about income strategy, tax planning, and lifestyle alignment. We help you make confident decisions that prepare you for a secure and fulfilling retirement.
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That’s exactly what we’re here for. Whether it's a career shift, medical event, or loss of a loved one, we help you regain clarity, take action, and navigate change with a trusted partner by your side.
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We help you balance education funding with your other priorities, identifying financial fund planning opportunities, tax-efficient strategies, and realistic plans designed to help keep your long-term goals intact.
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Divorce can be emotionally and financially complex. We work with you to create a clear picture of your financial reality, prioritize stability, and guide you through rebuilding with confidence.