2610 Trinity Drive
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. And through it all, women often juggle several balls simultaneously, doing the best they can, while often hoping for the best. However, LIFE HAPPENS, and that’s why we’re here to help women navigate through all of those transitions safely and securely.
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 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.
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 experience 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 service covers: