We have worked with hundreds of clients in transitional situations. The counselling is often required because of a Voluntary Retirement Program, a Workforce Adjustment Program, or a Corporate Downsizing.
Transition can be a time of considerable anxiety, and important and often difficult financial decisions need to be made. Professional and objective financial advice is critical to ensuring a successful transition. The focus of transition planning is generally on cash flow during the transition period, severance payments, tax planning, and pension plan decisions.