Women in Transition
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce-women go through more transitions during a lifetime than most of us realize. The question is are you prepared for these and other life events that may impact your present and financial future as well as the quality of life for you and your family. We are here to help women navigate through present and future transition safely and securely.
Why Transition Planning and Support is Important
Women are often considered the more “resilient” of the sexes – and for good reason. But with so many different hats to wear – some of them simultaneously – there’s always the risk that you might make some missteps.
Whether you're navigating the challenges of starting a family, managing a career, affording a new home, funding your child's education, dealing with separation or divorce, or caring for an aging parent, you don't have to go through it alone. Our compassionate, experienced, and qualified professionals are here to support you through every transition and help you manage these important life changes.
What We Can Do for You
Our team of experts come together to offer women the right type of transitioning planning and support. It could be sage advice through one of our seasoned wealth advisors, the measure wisdom of a certified financial planner, the knowledge of a certified divorce coach or the expertise of our Certified Estate Planner. No matter what your needs are we have the experience to help you through the many transitions in your life.
Here’s a preview of what our women in Transition planning and support service covers:
- Our experience, backed by statistical evidence, shows us that most women aren’t as “plugged-in” to the family finances as they ought to be. So, when the disability or sudden death of a spouse leaves women facing an unplanned transition into the role of family Chief Financial Officer (CFO) – most are ill-prepared! Our trained and certified professionals will help you through these uncertain times
- Women facing separation or divorce often face a crisis of identity, that’s compounded by the fact that they feel overwhelmed by the financial implications of this stage of their lives. Transitioning from married to single-again often results in financial challenges (some rather acrimonious!) that most women find stressful. Without the right professional advice, uninformed decisions can be made that could leave you and your dependent family members (children or wards) at a huge disadvantage for the rest of your lives. With the support of our Certified Divorce Coach, we'll guide you in making clear, purposeful decisions that are in the best interest of you and your family.
- As a woman transitions into a new phase of life, she may need to consider moving, downsizing, or even taking on a second mortgage. Our team of specialists, including a realtor, can provide creative solutions to help meet these needs.
- Women in transition face a unique set of financial challenges and needs. But you don’t have to navigate this journey alone. Whether it's making investment decisions, handling divorce or separation mediation, arbitration, or litigation, planning for life after widowhood, or ensuring a secure retirement on your terms, our experienced team of advisors is here to support you every step of the way.
