Life happens.  Now what?

How to own your life transitions!

Whoa.  What just happened!  Life can go along smoothly for months or years and then suddenly you find yourself amidst a significant life transition and faced with changes, challenges and a run of decisions to be made.  Even if the transition is positive, it can feel overwhelming.  This is a good time to have a sounding board –– the ear, thoughts and guidance of professionals who have experienced what you’re going through and who can lend real-world direction.

At Lenox, we put our full energies and expertise behind helping you plan for life, your life, and all of its moving parts, including life’s transitions.  We help you formulate key questions to be asked, strategically explore opportunities, review opportunities, consider ramifications of decisions, avoid pitfalls, and so much more.

How we can help you own your life transitions.

Changing Jobs. Many compensation packages are difficult to understand. Lenox can review your offer, compare it apples to apples to your current compensation, and structure a package at your new firm.  We will negotiate the deal, preserving your strong relationship with your new company.

Building a New Home. Building a dream home or doing that long-awaited renovation? Lenox can help the get the house completed on time and on budget.

New Business Hiring. Are you considering hiring a new employee? Lenox can explain the pros and cons of compensation structures and identify the risks to your balance sheet. With Lenox’s help negotiating the employment contract, you can maintain a good relationship with your new hire.

Life Insurance. Life insurance can be complicated. Lenox can review policies and the costs involved to make sure you know what you are buying.

What life transitions are you experiencing right now?  Give us a call and let us help.

It’s your tomorrow.  Call us for a complimentary review.  

Call 513.618.7080 or visit to Fund A Life You Love.  

Please contact your investment and tax advisor prior to making any decisions. 

Past Performance is not indicative of future results.

This newsletter is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.