Families in Transition

Evaluation & Decision Support for Turning Points in Life

Are you or a loved one facing, or experiencing, a change in lifestyle? It could be anything from aging with grace, death and survivorship, divorce, or even inheritance. Whatever the reason, times of change can be some of the most stressful in our lives and sometimes you need an objective viewpoint from a professional outside the situation.

Families in Transition Consulting

Whether you are in planning mode or crisis mode, we can help calm the waters and assist you to evaluate financial and broader needs & options. For a relatively low cost, we can provide a framework and some guidance. Through our extensive network of providers, we can connect you to needed services of which you may not even be aware.

We may not be licensed or equipped to solve all of your problems, but we can save you money by helping you figure out the questions you should be asking and pointing you in the right direction for answers. When you consult with us, we map out the list of things you need help with, make a plan of action, and connect you with the resources you need.

Questions Our Clients Have

 

  • What do I need to plan for to remain in my home?
  • Can you help my parent understand the pros and cons of remaining in their home?
  • Can you help me understand my income & expenses so I know where I stand?
  • I want to start (or get out of) online banking. How do I do that?
  • I need help to establish a system for managing my money. Can you help?
  • I need a lawyer, financial advisor, CPA, home care provider, …
  • Whom can I trust?
  • What if I think I will run out of money?
  • I suddenly have a lot of money and I want to make it last. What should I do?

What Does Stress-Free Personal Finance Look Like?

See what our clients have to say!

If I didn’t have you, I wouldn’t have done ANYTHING, and [my accountant] would probably have to move in with me!

K.H.

“You really have made my life livable.  You’re much more than a numbers-cruncher.  I know I pay you every month, but this is just so much more.  I can’t even put a value on it.”  —Client

There are only a handful of people who have the patience, intelligence, compassion, and determination to do your job. We are just very fortunate to have you helping us.

E.A. (sister of client)

Many thanks for your help w/ the tax information for [client]. The return will be filed on time and there is no balance due!!!!!

Client’s CPA

I have known Janis for a number of years. We attend the same church, so I have observed her as she has been involved in various volunteer church activities. She did an especially outstanding job in her time as Financial Secretary of the church. Janis is very conscientious and diligent in whatever she is doing and is a very hard worker. Her character is beyond reproach. I believe that she would strive to do the very best she could, applying the highest moral and ethical standards, for every client that she works with.  –T.B., Finance Committee

“On this Black Friday I give THANKS AND GRATITUDE to my financial team.  Without your advice I would most likely still be maintaining my monthly $6,000+ overage.  Shiver me Whithers!  Seriously, I thank my stars that you and [financial advisor] met ever so many years ago, and you took me on (tears and all) for life.  THANK YOU!

K. M. --client

“Also, I want you to know that I appreciate very much your having [client] as one of your clients. I am sure her case is perhaps more of a challenge than some of your other customers. This is a rough period for her especially since I am away for the winter. However, your interest and guidance mean a great deal to her and especially to me.”  —B.L., POA

We are very grateful for the time and effort [Janis] dedicates to her clients.  Her reports are both accurate and timely.  She provides impeccable documentation of the clients’ accounts and is always quick to respond to both phone calls and emails.

C.G. (Easter Seals of Delaware)

“Thank you so much!  Get rid of anything you can.  My bank account is smiling like the Cheshire Cat in Alice in Wonderland!”

--Money Management Client

“Thanks, Janis. I’m already breathing easier …”

Joan N.

Schedule a Free Discovery Call

Set up a time to talk with us or simply give us a call:

PA: 484-727-8444 
DE: 302-729-3667