Listen in to learn how fiduciaries like Esther Szabo handle requests for “quick fixes” from clients who don’t want to receive a full range of services Discover what you need to know about effective personal financial planning whether you employ a portfolio manager or manage your financial future independently.   Tips about mental blind spots, big-picture…

Learn how a Certified Divorce Financial Analyst works with you to: Understand the financial impact and legal process of divorce before your move forward Plan well for this challenging transition  Focus and be supported throughout the many details of the process Resources: Gates Pass Advisors | esther@gatespassadvisors.com | Divorce Financial Strategists™: (650-201-6311) | CDFA@DivorceFinancialStrategists.com

Listen to learn more about why this woman-owned, women-focused firm hired Chartered Financial Analyst®, Erik Schei! And why our investment expertise provides more than portfolio management services to our clients navigating personal life change Resources:  Gates Pass Advisors | esther@gatespassadvisors.com

Ever feel frozen or unsure of the right next step to take in your financial life? Learn about a simple tool to help you move forward — at a pace that works for you! Tune in now to learn more about Esther Szabo’s “Am I Okay Process” and how it can help ease your transition….

In this episode, you’ll learn: The challenges that can come with navigating a parent’s financial situation Why it’s important for your parents to keep some of their assets for themselves The stages of transition that can come with cognitive decline And more! Having just celebrated her mom’s 95th birthday, Esther Szabo can appreciate what it’s…

A Certified Financial Transitionist also goes through transitions!   Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019.   She uses her own experience to describe which of the four stages of transition she is currently in, and illustrates signs of flow or…

Episode 19  With Guest Patrice Horvath For many people, moving houses is a big transition and can be an overwhelming experience. That’s why it’s important to consider who you will team up with to help you navigate this transition. Today, Esther Szabo is joined by realtor Patrice Horvath to explore the decision-making process that comes…

Technology has seeped into almost every corner of our everyday lives, including our financial planning. Most of us feel a bit anxious if our cell phones and connections to time saving apps are too far out of reach.   But how effective is technology in the realm of personal finance? Do you get the same value…

Global economic conditions are weaker now compared to this time last year. As an investor, what does this mean for you?  Should you be making changes? Today, Esther Szabo is here to help you make sense of the current economic conditions and decide how to plan accordingly. The goal is to help you make sound…

At Gates Pass Advisors, Esther Szabo helps women in transition establish a firm financial footing so they can move forward with confidence and ease. But getting through a transition successful doesn’t just depend on the financial side — it’s a holistic process that involves several pieces, including nutrition. In part two of her mini-series on…