Financial Stages of Life: 4 Key Questions to Ease Transitions

We all have the same anxiety: Will I be OK? Regularly adjusting your long-term financial plans can help calm your fears.

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(Image credit: Getty Images)

One thing I’ve learned in my 15 years in the investment industry that’s worth its weight in gold: Transitions are critical to the success of any well-thought-out financial plan. If the timing and execution don’t work, then even the best of plans (on paper!) could be critically altered — and you may be left reassessing your plan or reevaluating your goals.

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Kelli Kiemle, AIF®
Managing Director of Growth and Client Experience, Halbert Hargrove

Kelli Kiemle holds multiple roles with Halbert Hargrove. As Managing Director of Growth and Client Experience, she sets the tone for the quality and character of Halbert Hargrove's client service relationships. She also manages the associate wealth advisers and client service managers. Kelli is also responsible for overseeing the firm's wide-ranging marketing and communications initiatives, including their mentor program.