Ready for Clarity About Your Financial Life? Let’s Take the First Step.
We’re Life Transition Specialists and Do Our Best Work With:
Women & Families Age 55+ Navigating Major Changes
Recently widowed, divorced, or facing retirement transitions who need comprehensive guidance beyond just investment management—including estate settlement, tax strategies, and legacy planning.
Accomplished Savers with $1M+ in Assets
People who’ve worked hard and saved smart for decades are seeking a collaborative partner and financial guide to steward what they’ve worked so hard to create.
Values-Aligned Decision Makers
People who value faith, family, and education—who want to understand their options, delegate the complexity to a professional, and work with someone who genuinely cares about their entire life, not just their portfolio.
Get Your Transition Clarity Blueprint
Our free 3-Step Transition Clarity Blueprint is designed to transform overwhelming financial complexity into a clear path forward for women and families navigating life’s biggest changes. This process is completely free and there’s no obligation to move forward and become our client.
Here’s how it works ↓
Step 1: 30-Minute Transition Strategy Call
Understand your situation and see if we’re the right guide for your journey
In this relaxed, judgment-free conversation, we’ll discuss your situation, what’s keeping you up at night, and answer your most pressing questions. Many clients tell us this first call provides more relief than they expected – finally, someone who understands what you’re going through.
You’ll walk away with straightforward answers in plain English, an honest assessment of whether our approach fits your needs, and clear next steps if we both feel we’re a good match
Step 2: 75-Minute Deep Discovery
Explore your complete situation and dive deep into what you want to accomplish
This isn’t a sales pitch—it’s a genuine conversation about you, your life, and what matters most. We’ll dive deep into your financial situation, but more importantly, we’ll understand your values, fears, and dreams for this next chapter. We’ll ask you to share some basic financial information (recent tax return, account statements) so we can see your complete picture
Step 3: 75-Minute Blueprint Discussion
Receive your personalized Blueprint and our recommended next steps
You’ll receive your Transition Clarity Blueprint—a clear, high-level overview of your financial life. We’ll walk through it together at your pace, ensuring you understand every recommendation. This is often an emotional moment – seeing your complete financial picture clearly for the first time. We’ll go at your pace.
You’ll walk away with a complete picture of where you stand today and where you’re headed, clear explanations of any risks we’ve identified and how to address them with confidence, and a transparent discussion of how we might work together, including our fee structure
There’s never any pressure to make an immediate decision. Take time to think about whether we’re the right long-term partner for your journey. Many clients tell us they “sleep better” just knowing they have clear next steps, even before officially working together.
Ready to Transform Your Transition Into a New Beginning?
“Rebekah Fero has been my financial adviser since 2017. She and her staff have always been very professional and helpful. Becky has taken the time to get to know my family to better understand our financial needs. She monitors my assets balancing financial gains and tax liabilities. I highly recommend her services.”
–Mary L Retired
Schedule Your 30-Minute Transition Strategy Call
Work With a Certified Professional
Rebekah J. Fero, CFP®, AIF®
