The Hagen Story
Most people don’t plan to become the family safety net; it just happens. One day you’re building a career, saving diligently and working toward your financial goals. The next, you’re coordinating care for an aging parent while raising your kids, or navigating the challenges of co-parenting after a divorce, or dealing with an unexpected health event. The demands stack up. Expenses rise. The financial security you’ve worked so hard to build is quickly eroding before your eyes…
Who We Help
We can help you navigate financial considerations following a divorce, including child support, shared expenses, tax planning and insurance coverage to provide for your children without constant negotiation. We also help you update your estate plan, beneficiaries and long-term savings so you and your ex can remain focused on co-parenting instead of fighting over money.
We help navigate the considerations of long-term care, housing choices, insurance and benefits for your aging family members, striving to protect addressing risk to your long-term financial security.
We support clients in midlife with a clear, custom financial roadmap to help navigate the challenges of this stage of life. From children’s needs and education planning, to navigating the challenges of divorce, to caring for aging relatives, we help you weather your sandwich generation years with confidence and clarity.
