Women In Transition

Taking Control of your Financial Future

Whether you have experienced a death of a spouse or partner, or are considering (or have experienced) a divorce, we can help you develop a strategy that considers all of your financial options. 

We begin by developing a realist budget based upon your new income sources.  This process can determine investment strategies or help evaluate at all settlement options based upon your income needs post-divorce or death. 

A personalized financial plan designed specifically for your situation can assist in making educated decisions during a stressful and emotional time in your life.

We want to help you take control of your finances and obtain confidence as you transition to this new lifestyle.