“Deborah”

A woman in major life transition

A recent inheritor, having lost her last parent, she has inherited a good-sized portfolio that has the ability to change her professional and personal life. Feeling a bit “awash at sea” she needs help organizing her priorities, assessing the assets and deciding on personal & professional changes to make.

Omega works to serve as a “lifeline” while she navigates all of these potential changes. Utilizing specialized tools for assisting clients in significant transition, Omega can help lower the stress, create clarity and provide the professional guidance that Deborah needs. Utilizing a customized approach that addresses the stage of transition that Deborah is in, we work at Deborah’s pace to gain perspective, manage expectations for herself and others, reconnect with what’s true for her and develop a game plan of options and scenarios.