Crystal McMahon

Great Life Investing

Life is full of transitions. Everyone, everywhere, is either going through a change, planning a change, or recovering from a change. Practicing consistent financial discipline will help ensure you maximize your financial assets through each transition. But sometimes, that requires a partner.

You can’t control upcoming transitions, but you can choose an excellent financial partner to help you make great decisions through everyone one of them. Crystal McMahon can help you navigate these transitions, providing guidance and support as you make crucial decisions.

Each transition comes with unique challenges and opportunities. Having a plan in place that considers your goals and aspirations is essential. 

Some of the most common life transitions are

  • Marriage
  • Children
  • Insurance Planning
  • Career Changes
  • Early Retirement Planning
  • College for Children
  • Starting a Business
  • Divorce
  • Remarriage
  • Buying/ Selling a Home
  • Death of a Spouse
  • Receiving an Inheritance
  • Transferring 401k’s
  • Aging Parents
  • Forced Retirement
  • Retirement Budgeting

This is just a sample of the life transitions most people face!

Some of these transitions are positive and planned beforehand. Some of these transitions are crushing and must simply be endured. One thing is for sure: you can prepare…or repair! Crystal McMahon can walk alongside you every step of the way to ensure some crucial thoughts get the requisite attention.

These thoughts include, what are your lifelong goals? While this may seem like an easy answer, this question is quite complex when it comes down to financial planning. And when you are married, our staff can help both of you talk through the core issues when there are discrepancies in your goals.

Another critical question is, how do you envision your retirement? Do you want to retire or refire? We can help construct a plan that empowers sitting under a palm tree or going into the forrest and planting trees.

Best Life Investing wants to help you make your best decisions on your worst days! Having your preferred future in mind will ensure you maximize every moment…especially during challenging transitions.

Please reach out to us for more information.

Schedule Your 30-Minute Complimentary Financial Review

Click below, or call us at: 253.858.2427

August 29, 2023

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