Smart Transition Strategies

Smart Transition Strategies, led by Nancy Goldfarb, specializes in guiding clients through significant life transitions such as divorce, widowhood, or sudden singlehood. With a focus on providing expert financial advice and concierge services, the firm aims to help clients organize their lives, optimize financial outcomes, and minimize tax exposure without the need for courtroom appearances.

With a strong educational background, including degrees from The Wharton School and NYU, Nancy Goldfarb is a Certified Financial Planner and Certified Public Accountant, bringing a wealth of knowledge to her clients. Her approach is grounded in the principles of competence, clarity, and compassion, ensuring that clients receive trusted guidance during challenging times.

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