Are we a fit?
Are you unsure what to do with your investments after divorce? Are you worried about being OK financially? Do you need a financial plan to get on track?
I can relate. I was in the same boat. I’d like to share my hard-earned wisdom with you! Click the start here button in the upper right corner. Let’s talk!
Who We Work With
(These case studies are hypothetical and should not be construed as a guarantee)
Going through Divorce
Case Study #1
Linda and her husband of 24 years are divorcing. She is overwhelmed with different emotions and is getting advice from friends and family but she knows they aren’t experts...
Starting Over After Divorce
Case Study #2
Carol just got divorced and wants to get her new life in order. She needs help splitting and transferring retirement accounts and wants to know she’s going to be ok...
A Single Man
Case Study #3
Dave is upset that the retirement plan he spent 30 years building has been cut in half. He doesn’t want to work for the rest of his life or invest aggressively...
Your Happiness 401(k)
Happiness 401(k) from Andrew Hatherley on Vimeo.
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Divorce Resources
Meet Our Founder
Andrew Hatherley
Hello. I am Andrew Hatherley, founder of Transcend Retirement. Thank you for visiting my website.
For more than 20 years I’ve worked with people dealing with the financial and life issues of retirement. In particular, I work with people going through major life transitions such as divorce, widowhood and the difficult life adjustments involved in leaving full time work.
I have earned the designation Chartered Retirement Planning Counselor, CRPC, awarded to financial advisors who have completed training in key retirement areas such as retirement income planning, investment management and estate planning. I am also a Certified Divorce Financial Analyst (CDFA) and founded the company Wiser Divorce Solutions (wiserdivorcesolutions.com), which seeks to help divorcing couples and individuals avoid the financial and emotional hazards of divorce. Having been divorced myself, I know the importance of divorce financial planning.
I also successfully completed the Transcend! Course with best-selling psychologist Scott Barry Kaufman. In this course I learned the basic principles of humanistic and positive psychology.
I was born in Watford, England. For those of you who follow English Premier League soccer you might guess correctly that I am a huge fan of Watford Football Club! A navy brat, I was raised in Canada, spending my early years in Nova Scotia before moving with my family to Winnipeg. I earned my Master of Business Administration (MBA) at McGill University in Montreal in 1990 and a Certificate in International Management from ESADE, one of the world’s top business schools, in Barcelona. As an undergraduate, I specialized in History and Latin American Studies. I speak Spanish quite well but am a little out of practice!
When I am not traveling with my wife Jackie, I like to write. I just finished my first novel and have also written several short stories and a screenplay. I also like to read, play guitar, work out and watch classic movies. I live in the domestic tranquility of Summerlin, which may explain the need for the occasional trip overseas!
Seven Questions with Andrew
Our Retirement Roadmap Process
Initial phone meeting
Before we commit your time or ours, this 20-minute phone call will give us a chance to make sure your situation matches our expertise.
If we aren’t a good fit, you’ll leave the conversation with something of value and we’ll introduce you to a firm better suited to your needs.
First Face-to-Face Meeting
The purpose of this first face-to-face meeting, whether in person or on Zoom, is to understand your goals, challenges, and opportunities unique to your situation.
Your answers to our questions, along with documents we requested you bring, will guide our discussion.
Our Behind-the-Scenes Analysis
We will apply our expertise to answer the financial questions and concerns you identified in our conversation.
Our goal is to answer the fundamental question “Am I going to be OK?”
Plan Presentation
We will give you clear answers to your critical questions. We will present you with your Retirement Roadmap, giving you Action Steps to build the financial foundation for the next stage of your life.
At the end of this meeting, there’s no hard sell - we’ll ask you to reflect on our conversations and whether our expertise will benefit you and your family.
Sleep on it
We are in no rush for you to make a decision. Ask yourself:
- Do I like/trust/respect the team at Transcend Retirement?
- Do they understand my unique situation?
- Are they the partners I want to work with on the next stage of my life?
- Will the benefits they provide exceed the fee I’ll pay?
Let's get started!
If you are ready, let’s sign the paperwork for you to become a client. Prior to this meeting, we will make sure that any additional questions have been answered to your satisfaction.
*While we would love to work with you, if you get to any point in the process and decide that it’s not a good fit, we will wish you all the best and continued success.
Clients
Business Associations
