When Life Changes
Navigating financial transitions with E3.
Big transitions can derail even the most carefully built financial plans.
Divorce, loss, career changes, or other turning points may bring complex emotions along with complex decisions.
During these times, you deserve more than just a planning partner; You need someone who can meet you with empathy and help you navigate what’s next with clarity and care. That’s exactly what we’re here for.
Navigating Financial Transitions with E3
Going Through a Divorce
Reclaiming your financial independence after a divorce can be empowering, even if it feels unfamiliar. We've had the privilege of supporting many women through this transition, and we're ready to support you too.
Navigating Financial Transitions with E3
Career Changes
Career transitions, whether by choice or circumstance, can spark both opportunity and uncertainty.
From equity compensation and shifting income to questions about timing, taxes, or starting something new, it’s a moment that calls for strategic clarity. We help high-achieving professionals realign their financial plans to match what’s next, so they can move forward with confidence.
Navigating Financial Transitions with E3
Losing a Spouse or Partner
On top of grief, financial decisions like managing expenses, adjusting to lost income, or navigating an inheritance after the loss of a loved one can feel overwhelming. We'll be by your side to help you see the financial road ahead with clarity, even as you grieve.
Only 48% of widows feel prepared to manage their finances after losing a spouse.
The average age of widowhood in the U.S. is just 59.
Women will inherit an estimated $51.3 trillion from their spouses through 2048.
“E3 offers something rare in the financial world: a space where women are treated as the primary decision-makers of their lives and legacies.”
Rakel, E3 Client
To get in touch with your wealth, start by connecting with us.
By submitting this form, you may receive timely, valuable resources from our firm. You can opt out of these marketing communications anytime through the unsubscribe link.