We help you feel safe, see the whole picture, and decide what comes next on your own terms. We specialize in helping widows, people navigating divorce, and anyone facing a major life transition.
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Steve Hazel built this practice in Tempe, Arizona, to guide clients through life's most significant transitions. Whether you are navigating widowhood, a divorce, or another major change, you have a dedicated team behind you. Steve dedicates his practice to wealth strategy for clients navigating major life transitions
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Locations served
Tempe, Arizona Nationwide
When life shifts, financial planning shouldn't add to the weight. Here's how we work.
In the weeks after a loss or major transition, most decisions can wait. We start by taking non-urgent decisions off your plate, so you have room to grieve or reset without feeling behind. Anything urgent, we handle. Everything else waits until you're ready.
When you're ready, we walk through everything you have, everything that's owed, and what needs to happen next. We organize it so you can revisit it whenever you want. You leave the conversation knowing where you stand.
Our job is to make the decisions easier, not to take them away from you. When it's time to move forward, we lay out the options and the tradeoffs.
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Read NowDeep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Our Intelligent Wealth Platform brings your financial world into a trusted, single-view, with technology natively built to avoid the limitations of legacy wealth management institutions. Your information and accounts are protected with the highest levels of data security and compliance.
Tell us a little about your situation. We'll be in touch within one business day.