Financial Planning Services for Life's Biggest Transitions
Specialized transitional financial planning services that guide you through divorce, retirement, inheritance, or other major life changes. You’ll have a clear roadmap, actionable steps and hands-on support every step of the way.
How I Support You Through Your
Life Transitions
Life changes often bring both emotional and financial challenges. My approach combines science-backed strategies, hands-on guidance, and personalized attention to help you move forward with confidence and clarity.
Financial
Transitions
Relationship changes, career transitions, losses, and business changes are navigated with a methodology that addresses both the emotional and financial complexities of each unique situation.
Investment
Management
Purpose-built portfolios with active risk management and rebalancing strategies that adapt to major life events such as retirement, inheritance, or business sales.
Financial
Planning
Comprehensive blueprints covering cash flow, savings, insurance, and retirement projections, updated regularly as your life and family circumstances evolve.
Tax
Planning
Strategic guidance that preserves your wealth during transitions, coordinating seamlessly with your CPA or attorney.
Estate Planning
Legacy protection strategies that reflect your values and transfer your assets to the next generation while minimizing family conflict and tax burden.
Experience You Can Trust During Life's Complex Moments
I’ve spent over 15 years in the financial industry, managing portfolios of 50 million+ and supervising a team of advisors at one of Kansas’ most respected banks. I’ve also invested time developing my skills as a Financial Transitionist.
My goal is to serve you by providing guidance that factors in both your finances and your life circumstances.
- Certified Financial Planner® professional with comprehensive financial planning training
- Former manager of a bank advisory program overseeing 8 advisors and $400M+ in client assets
- Specialized training as a Financial Transitionist
Frequently Asked Questions
A Financial Transitionist is a professional trained to guide clients through complex life changes, combining technical financial expertise with support for the emotional challenges that accompany major transitions.
You are treated as a person, not a number. You have direct access to a professional who helps you navigate all financial aspects of a major life transition while honoring the emotional highs and lows.
No. I do limit the number of clients I serve to provide each one focused, intentional care during major life events.
The best time to create a financial plan is before you’re in the middle of a major life change.
Big transitions often come with a lot of moving parts and decisions that need to be made quickly. When we plan ahead of time, we have the space to:
- Understand your values, goals, and the legacy you want to leave
- Map out strategies before stress and overwhelm set in
- Prepare for both the changes you see coming and the ones you don’t.
That doesn’t mean we can’t create a plan if you’re already navigating a transition - we absolutely can. But having a roadmap in place before you’re in the thick of it gives you more clarity, control, and confidence when life shifts unexpectedly.
I offer both ongoing planning and subscription services. Ongoing clients receive continuous support and monitoring, and subscription-style packages may be available for clients who want guidance without a full investment commitment.
Tiered fee structure based on assets under management:
- 1.4% for under $2M
- 1.3% for $2M–$3M
- 1.2% for $3M–$4M
- 1.1% for $4M–$5M
- 1.0% for $5M+
Yes. Clients have 24/7 access to their financial plan, investments, and action items through an online dashboard, including secure document storage and real-time progress tracking. They also receive access to a Legacy Vault to securely store images of passports, driver’s licenses, vital records and more - keeping all of your important documents in one safe, organized place.
Absolutely. I coordinate directly with your CPA or attorney, sending all necessary documents and recommendations automatically.
Trusted Through
Transitions
The Purposeful Wealth Partners Difference
"The one you always reach out to when you need sound, truthful advice"
“I wanted someone that will listen to me as well as educate me along the way. I also believe that men and women handle financial security and planning differently and for that reason, I knew I wanted to work with a female. Our first meeting was like talking with an old friend. You know the one you always reach out to when you need sound, truthful advice.”
— Michelle Y.
This statement is a testimonial by a client of the financial professional as of 09/08/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"I would confidently recommend her"
"Preparing for retirement brings many important choices, and it's easy to feel uncertain. MaeLauren provides clear guidance, thoughtful direction and the reassurance that nothing is overlooked. She helps me stay focused on my long-term goals rather than getting lost in the details. I would confidently recommend her to anyone navigating a major transition."
- George C.
This statement is a testimonial by a client of the financial professional as of 08/28/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"She Takes The Time To Know You Personally"
"MaeLauren is a true partner and she takes the time to know you personally, which makes all the difference during life transitions. She guided me through my financial decisions so I could build a strong foundation and live the life I want, now and ahead."
- Stacey S.
This statement is a testimonial by a client of the financial professional as of 08/26/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Let us assist you in navigating your financial journey with assurance and clarity.
Reach out to Purposeful Wealth Partners today.
A Clear Path To Confident Financial Decisions
Step 1:
Initial Consultation
Discuss your current situation, values and challenges.
Step 2:
Personalized Plan
Receive a tailored strategy for your financial transition.
Step 3:
Implement & Support
Execute the plan, adjust as life changes, and track progress.
Step 4:
Ongoing Monitoring
Enjoy continuous guidance to keep your plan aligned with your evolving goals.
YOUR LIFE. YOUR WEALTH. YOUR WAY.
This isn’t about fitting into a template. It's about designing a plan that reflects the way you live, the values you hold, and the vision you have for the future. You’ll receive attentive guidance, thoughtful strategy, and a planning experience that feels truly personal and purposeful.
Because I provide a high-touch, bespoke experience, I accept only a select number of clients. Please submit the contact form to inquire about becoming a client.