When is the Right Time to Engage or Switch Financial Advisors?

Life transitions can make you rethink who you’re using and why.


Things can go along just fine for years and then something happens, whether happy or not-so-happy, that makes you rethink most every aspect of your life and your financial picture in particular.  You’re wise to do so, and you’re not alone.  Most people need something major to occur to motivate them to either enlist the services of a financial advisor for the first time, or to re-examine who they currently are using and determine if the service and attention they are receiving is meeting or exceeding expectations.

At Lenox, we know from experience that regardless of age or income level, it is common for people to seek financial advice when going through any of these 10 major life transitions:

            Career/Job Change

            Receiving an Inheritance or Other Windfall

            Getting Married

            Starting a Family

            Buying or Selling a Home

            Buying or Selling a Business


            Second Marriage

            Sudden Loss of Job or Other Financial Stress

            Death of A Loved One

If facing a life-changing event, you need someone to help you think clearly and comprehensively about your situation.  You need an expert who will listen, understand your concerns, show compassion for the emotional struggles you may be facing –– AND who will provide you the sound, pragmatic financial guidance that will serve you in both the near and long term.  You need someone who “has your back”.


The Importance of Having Specialized Financial Guidance


Financial guidance can and should be very specialized.  The advice that will help guide you through a divorce is quite different than that needed if you’re changing careers, selling a business or settling an estate.  The financial services industry addresses this by having special certifications (advanced training) available for financial advisors so they, in turn, can better serve their clients.

We are proud at Lenox to have on staff the specially-trained financial advisors who are certified in most of the life transitions people face.  Among our experts are seasoned professionals with specialized training in business exit strategy-- Certified Exit Planning Advisor® (CEPA®), senior living--Certified Senior Advisors (CSA), divorce-- Certified Divorce Financial Analyst (CDFA), Certified Financial Planners (CFP®) and more.  We are constantly increasing our knowledge so that we can provide you the precise, current and accurate advice you deserve.

In a nutshell, financial advice is not strictly about numbers.  We all know that.  At Lenox, we’re doing something about it by bringing you the added expertise that can help you make best decisions across all parts of life.  It’s what we mean when we say “we start with you, not your portfolio”.  And it’s one more way we help you FUND A LIFE YOU LOVE®.


Give us a call at 513.618.7080, or contact us to learn more about how the entire Lenox team can help you through life’s many transitions. 


At Lenox, we work closely with people of all ages to help guide you in every aspect of your financial life –– from working through the financial aspects of life transitions, to wealth creation, wealth building, wealth management, career planning and coaching, funds for education, retirement planning, and more.  In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.


If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.


Past Performance is not indicative of future results.

This blog 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.