A Book by Ross Marino

Shaping Change: A Guide to Navigating Life’s Transitions

Life doesn’t always go exactly as planned—and that’s okay. Some transitions are expected, while others take us by surprise. The key is learning to adapt and move forward with confidence. In our book, Shaping Change: How to Respond When Life Disrupts Your Retirement, we explore how to adapt to life’s unexpected shifts while maintaining financial stability and personal well-being.

At Dovetail Financial, we share this same Philosophy.

We believe that financial guidance should be human-first, helping individuals not only protect their wealth but also find clarity and peace of mind during times of change.

 

Why This Book Matters

For many, retirement is one of life’s biggest transitions—full of both opportunities and uncertainties. This book helps readers:

  • Understand the emotional and financial aspects of change
  • Prepare for and respond to disruptions in retirement
  • Make informed decisions that align with their values and priorities
  • Gain confidence in their financial future

Life is unpredictable, but the right guidance can help you worry less about what could go wrong and focus on living fully.

How Dovetail Financial Puts These Principles Into Action

At Dovetail Financial, we apply the insights from Shaping Change directly to our approach. Our financial planning process is designed to: 

  • Help you anticipate and adapt to life transitions 
  • Provide customized guidance based on your personal values and financial situation 
  • Offer clarity and confidence in the face of uncertainty

Just as this book provides a framework for navigating life’s changes, our financial planning process ensures that your wealth supports your evolving needs and goals. 

Get your Copy

If you're preparing for retirement, in the middle of a major life transition, or simply want to better understand how to navigate financial change, this book is for you.

Order your Copy on Amazon

 

Let’s Start the Conversation

If the themes in Shaping Change resonate with you, let’s talk. We’re here to help you connect your life and wealth, ensuring that your financial decisions support what matters most to you.

Schedule a Consultation to discuss how we can apply these principles to your financial plan.