The Four Stages of Transition (part 1) By Renee A. Hanson, CFP®, CEP®, CDFA®, CFS®, ChFC®, APMA®
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don’t survive? These are normal thoughts during the anticipation stage. I repeat, normal. These thoughts do not to diminish the concern you have about your loved one’s health; rather they acknowledge the additional concerns of transition that you may feel. Recognizing this first stage of transition can help provide clarity around our own periods of transition and perhaps increase compassion for those around us experiencing life changes. Are you or someone you care about experiencing change? As a financial advisor, I can help. What I have discovered is that no matter the life changes or transition, the event generally leads to some contemplation around finances. Call me at 602.923.9800 for your complimentary initial consultation, where we can talk about your financial situation and concerns in detail.
ears of working with people experiencing change in their lives has revealed to me that most life transitions are of a personal nature, and that these events often have significant financial impact. This is because life transitions - health issues, new family members, divorce, death, and retirements - can create financial uncertainty. That uncertainty can trigger a transition response. I believe people experience Four Stages of Transition. While there isn’t a timeline for each stage, there are commonalities that provide an opportunity to apply time-tested tools to work through each stage. Today we will explore Stage 1 – Anticipation. The word anticipation is often associated with something exciting. However, it’s important to note that difficult events can also be THIS IS A PAID ADVERTISEMENT. experienced in this stage. If we change the word Renee Hanson CFP®, BFA™, CEP®, CDFA®, CFS®, Private to expectancy you can see where anticipation is Wealth Advisor, Certified Divorce Financial Analyst® with Affinity really the expectancy of an action or an event. Wealth Advisory Group, a private wealth advisory practice of During anticipation we often try to forecast Ameriprise Financial Services, Inc. located at 7010 E Chauncey Ln, Ste 200, Phoenix, AZ 58054. outcomes and what they mean to us. The views expressed here reflect the views of Renee A. Hanson A pregnancy can offer the excitement of a as of July 9, 2019. These views may change as market or other new bundle of joy, as well as reveal underlying conditions change. Actual investments or investment decisions concerns regarding the child’s health and made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views potential cost of health care, education and the expressed. This information is not intended to provide investment potential cost of education, aptitude for athletics advice and does not account for individual investor circumstances. Certified Financial Planner Board of Standards Inc. owns the and the potential cost of activities, etc. You get certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ the idea. and CFP (with flame design) in the U.S. The initial consultation provides an overview of financial The more difficult anticipatory periods are those planning concepts. You will not receive written analysis and/or without definite endings, such as health. When recommendations. faced with a family member’s health concerns Investment advisory products and services are made available our minds can shift to the what ifs. What if they through Ameriprise Financial Services, Inc., a registered investment Putting the needs of clients first is the approach I believe in.adviser. I’ll work with you to find need full-time care? What if this is prolonged Ameriprise Financial Services, Inc. Member the right financial solutions to help you plan for your unique goals. And together, we’ll FINRA and SIPC. and care is outside insurance? What if they © 2019 Ameriprise Financial, Inc. All rights reserved. track your progress over time, adjusting your plan along the way to help get you where you want to go. Renee A. Hanson CFP®, CEP®, CDFA®, CFS®, ChFC®, APMA® Private Wealth Advisor Affinity Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, Inc.
602.923.9800 7010 E. Chauncey Ln Ste 200 Phoenix, AZ 85054 renee.a.hanson@ampf.com affinitywealthadvisor.com
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
22 • August/September 2019 • THE SCOTTSDALE STANDARD
CHEW ON THIS YOUR GUIDE TO LOCAL DINING
ROOSTER TAVERN
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wned and operated by the Valley’s long-time resident and restauranteur, Jason Horton, The Rooster Tavern Kitchen is .ocated at 14202 N. Scottsdale Rd. in Scottsdale. The Rooster is known by visitors and locals alike to be your upscale local dive bar. Tucked in the corner of the plaza behind retail and other restaurants, it’s easy to miss from Scottsdale road. But don’t let its hidden location hold you back, it is worth tracking down.
The first thing that hits you when you walk in is the décor. Wherever your eye falls there is something interesting to see. From full size motorcycles, to clock toting bucks, to the “Cock of the Month”, there is nothing dull about this place. When you walk in, you will be greeted by a friendly bartender and given your choice of prime seating. The staff is well versed in their menu knowledge and more than helpful in suggestions. With choices including comfort foods such as mac n’ cheese, fresh buffalo chips, salads, meatballs and wings, keeping your mouth from getting your stomach in trouble will be a test of will. This month we thought we would highlight a particular menu item. As we were there for lunch, we thought a fan favorite, the Rueben, would be perfect. For those of you on a lunch break, the time from order to table was relatively quick. The Rueben itself looked as appetizing
as it sounded on the menu; a mouthwatering combination of thinly sliced corned beef, Gruyere cheese, house-made sauerkraut and 1000 Island dressing on grilled Jewish rye bread. That was the description on the menu…here’s how it looked on the plate: The perfect amount of ruby red corned beef, gooey cheese, amazing smelling sauerkraut and a thin spread of 1000 Island dressing all piled high on two perfectly prepared pieces of rye bread. The taste? Incredible! From the first bite to the last, we were hooked. In all honestly, we can say this will now be one of our favorite sandwiches. For those of you watching your waistline, an accompaniment of a side salad is a great choice. All in all, the perfect amount of food without being overly full. For lunch or dinner, or just a drink with friends, The Rooster Tavern Kitchen has a fun, friendly atmosphere with a menu full of so many things to try that you will be coming back for unique experience for years. So, whether you are looking for a great lunch time stop, a casual dinner, a relaxing drink or simply want to enjoy some good music (live or Memorex), The Rooster Tavern Kitchen is the place for locals and visitors alike. Check The Rooster out online at www.theroostertavern.com or better yet, just stop in! thescottsdalestandard.com
