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.  However, WAVES HAPPEN, and that’s why we’re here to help women navigate through all of those transitions safely and securely.


Why Transition Planning and support is important

Whether it’s the challenge of starting a family, managing a career, paying for that new home, funding your child’s education, dealing with separation or divorce, or acting as caregiver to an aging parent – you need help as you transition through all of those roles.  And that’s exactly what our caring, experienced and qualified professionals are here to provide you.


What we can do for you

Our multi-disciplinary teams come together to offer women the right type of transitioning planning and support.  It could be sage advice through a Certified Divorce Financial Analyst (CDFA™), the measured wisdom of a Certified Financial Planner (CFP™), the knowledge of a Certified Mortgage Planning Specialist (CMPS), the expertise of a Certified Estate Planner™ (CEP®), or the experience of a veteran Insurance planning professional. No matter what your needs are, we have the experience to help you through every transition in your life. 

Here’s a preview of what our Women in Transition planning and support services covers:

  • Our experience, backed by statistical evidence, often shows us that women need to quickly become up-to-speed on finances when the disability or sudden death of a spouse results in a sudden or unplanned transition. We can help.

  • Women facing separation or divorce often face an identity crisis can be compounded by feeling overwhelmed or stressed by financial changes. Without unique professional advice, decisions may be made that could leave you and your family at disadvantages that can last a lifetime. 

  • You may find yourself facing unique challenges and needs. You don’t have to go it alone. We can help!