Women In Transition
Many women face particularly daunting money challenges during periods of financial transition.
Loss of Spouse
You built a life together. Raised a family. Planned a future. Then suddenly you’re on your own. Now what? The death of a spouse is difficult at best. Once the funeral ends and the visitors leave, the grief can be staggering. Moving on feels overwhelming, if not impossible. By using compassion and expertise, we help you make sound financial decisions after your loved one’s death.
Questions we help you answer
- How do I manage our joint accounts and investments now that my spouse has passed?
- What steps should I take to help ensure my financial stability in the immediate aftermath and long term?
- How do I navigate the complexities of my spouse’s will and estate?
- What are the tax implications of my spouse’s death, and how can I manage them?
- How do I handle life insurance policies and any payouts I might receive?
- How do I help ensure that my children and other dependents are taken care of financially?
Divorce
As a single earner there is a pull between the desire to be present with your family and the struggle of preserving and providing resources for the future. We come alongside to guide you through the financial decision-making and provide the accountability to stay the course for the long term.
Questions we help you answer
- How much should I spend each month?
- How do I equitably divide marital assets in my divorce?
- Should I keep the house or sell?
- Are my investments allocated appropriately?
- How do I provide for the current and future needs of my children?
- Do I have the right insurance coverage?
- What are my options when claiming Social Security?
Our Unique Approach
Your financial journey is deeply personal. Our approach combines expert guidance with heartfelt support, helping you feel powerful and informed every step of the way.
Advocacy
We advocate for your well-being. Our Fee-Only approach helps ensure that we are trusted advocates for our clients, helping protect them in potentially vulnerable times.
Experience
Working with Women in Transition has been a focus of ours for years. Jason has written extensively on the topic, and he has spoken nationally on the issues facing Women in Transition.
Education
Knowledge is the key to gaining control of your financial life. We help women understand their current financial situation, define their values and goals, and create a plan to begin moving forward.
Empathy
As a result of personal experience, Jason has a better understanding of Women in Transition than most advisors. Jason lost his father at an early age and was raised by his mother. As a result, he grew up witnessing the issues and obstacles his mother faced as a widow. We are here to help you plan your future and adjust to your new life with a sense of financial independence and well-being.
Navigate Life’s Transitions With Confidence
Contact us for compassionate and expert financial guidance tailored to your unique journey.
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