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Life Transition Planning

Change is hard. We can help make it easier.

Change is hard. We can help make it easier.

Whether anticipated or not, a major life transition can be disruptive. Shifting from young parents to empty nesters, business owner to retiree, or beloved spouse to recent widow comes with a mix of feelings. These transitions also present critical monetary decisions.

At Willis & Machnik, we'll help you acclimate to your new reality by gathering information, determining your needs, and talking through various scenarios before implementing a new financial plan for your next stage of life. We aim to be your resource, guide, and sounding board no matter what life transition comes next. 

Education Library

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
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