WealthWhile® · Navigating a Major Transition
When everything changes,
clarity is the most valuable thing we can offer.
Divorce, widowhood, inheritance, sudden financial independence , these moments are among the most financially consequential a person faces. They are also among the most emotionally complex. We have helped people through each of them for forty years.
Who we serve
The financial industry is designed for stability. Most of the people we have been most useful to were navigating the opposite , a moment when the plan that existed no longer applied, and a new one had to be built from the ground up.
What makes your situation genuinely different
Urgency without clarity
Major life transitions arrive with immediate financial decisions that feel urgent , account transfers, beneficiary changes, estate documents, income planning. The pressure to act is real. But acting without a clear picture of where you are and where you want to go is how well-intentioned decisions become regrettable ones.
A financial life that was someone else’s
Many of the clients who come to us through transitions , particularly divorce and widowhood , are managing a financial picture that someone else designed. Accounts in structures they didn’t choose, investments they don’t understand, a plan built around a life that no longer exists. Starting fresh requires honesty about what is there before it can be rebuilt.
An industry that hasn’t always listened
Women in particular have told us , consistently, over decades , that financial advisors have not always taken them seriously, spoken to them directly, or designed plans around their specific situations and values. We are proud that some of our longest and most meaningful client relationships began with someone who felt underserved and came to us looking for something different.
The emotional and financial intersection
The financial decisions that follow a major transition are not purely financial , they are entangled with grief, anger, relief, uncertainty, and hope. An advisor who ignores the emotional context makes worse financial recommendations. We do not separate the two.
How we address what you’re facing
Our WealthWhile® approach coordinates every dimension of your financial life around what matters most to you.
01
Immediate stabilization
The first 90 days
We begin by creating clarity , a complete picture of what you have, what you owe, what income is coming in, and what decisions are genuinely time-sensitive. Most decisions can wait longer than they feel like they can. We help you distinguish between what must be done now and what deserves more time.
02
Building the WealthWhile® picture
What do you want this chapter to look like?
Before we build a financial plan, we listen. What do you want your life to look like? What does financial security mean to you now, in your actual circumstances? What are you most worried about, and what would let you feel genuinely settled? These answers are the foundation of everything we build.
03
Comprehensive planning for your new reality
Investment, tax, estate, and income
We build an integrated financial plan calibrated to your new situation , investment strategy appropriate for where you are now, tax planning for your changed circumstances, estate documents that reflect your current intentions, and income planning that answers the question of what your financial life actually looks like going forward.
04
Ongoing partnership
Someone who stays
The work after a transition does not end when the immediate decisions are made. Life continues to change, and your financial plan should evolve with it. We are the advisor you call when something shifts , not because you have to, but because it helps to have someone who already knows you.
The people who know this work
Susie Steel
Wealth Manager · Partner
Shannon Ziegler
Wealth Manager
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Facing a major transition right now?
You don’t have to figure this out alone, and you don’t have to have all the answers before reaching out. A first conversation is free, confidential, and entirely at your pace.
Indianapolis · Chicago suburbs · Nationwide
