Problem
Major life changes create financial decisions that feel urgent.
Accounts need restructuring
Investments may no longer align
Real estate decisions feel overwhelming
Tax implications are unclear
The most expensive mistakes during divorce or widowhood are often made quickly without a disciplined plan.
Before making changes, structure must come first.
Who Is This For
This May Be Right for You If:
You are finalizing or recently completed a divorce
You have lost a spouse and now manage assets independently
You are facing major financial restructuring
You want professional clarity before making large decisions
You prefer a private, structured planning relationship
This May Not Be The Right Fit If
Individuals seeking transactional investment advice
DIY portfolio management only
Short-term financial fixes
What Makes This Different
Cory Leckie, CFP®
Founder, Next Chapter Wealth Management
Long Beach, California
I specialize in helping women reestablish financial clarity after major life transitions.
Rather than broad financial advice, my work focuses on:
- Rebuilding asset structure
- Aligning investments with independent goals
- Designing sustainable income strategies
- Navigating California tax complexity
- Creating long-term planning discipline
I work with a limited number of clients each year to maintain a highly personalized experience.
What happens In The Strategy Session
Your Private Strategy Session Includes:
Identify hidden risks or costly mistakes
Align investments with your new financial reality
Clarify tax considerations during transition
Create a structured path forward
No pressure. No product sales. Just structured clarity.
Common Questions Before Scheduling
The initial strategy session is a confidential conversation designed to understand your situation and determine whether working together makes sense. There is no obligation to move forward.
You do not need to prepare anything formal. Many clients simply come with a general understanding of their assets or financial questions.
No. The goal of the strategy session is to provide clarity around your financial structure and discuss whether a planning relationship would be beneficial.
Your information is kept private and confidential.
Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Neither Osaic Wealth, Inc. nor its representatives offer tax or legal advice. Please consult your tax and legal advisors regarding your individual situation.
This communication is strictly intended for individuals residing in the states: CA, ID, KS, MI, NC, TN, TX, UT, VA and WA.
CA Insurance License #0I97097
