Money & Life Events
Every major life event carries a financial weight — the hard ones and the hoped-for ones alike. Here’s how to navigate the money side of what you’re facing.
Some of life’s biggest financial moments arrive as a shock: a death, a divorce, a diagnosis, a job loss, caring for someone you love, or a scam that never should have happened to you. Others you choose and plan for: buying a home, saving for retirement, building the future you want. What they share is that they all reshape your financial life — often more than you expect.
When the moment is a hard one, the debt or strain that follows isn’t a personal failing. It’s the financial footprint of something difficult you lived through. And when the moment is a planned one, the right preparation can be the difference between a milestone that steadies your life and one that stretches it thin.
These guides meet you wherever you are — in the crisis you didn’t see coming or the milestone you’re working toward — with compassion and a practical path forward. Because navigating a life event well takes both emotional and financial footing.
Our approach is grounded in the Financial Wellness RESET™ Framework, created by Dr. Erika Rasure: whether life knocks you off course or you’re planning your next big step, it starts the same way — getting steady, so you can move forward from solid ground.
Explore our money and life events library to find your way forward …
