Whether you have lost a spouse due to death or divorce or are just at a turning point in your life and need financial guidance, we are dedicated to helping women get on sound financial footing by empowering you through education to gain greater confidence in yourself and your ability to manage your finances.
When faced with life transitions, many people may feel paralyzed by their fears, but it's important to understand that you don't have to go it alone. Kelly Stanley is our designated advisor to assist women through these transitions. She aims to educate women so they can feel 100% comfortable during transition times. She will help you to determine what is important to you, and then she can help bring congruity between your actions and your values.
To learn more about our financial planning process developed specifically for women, please click below on the 3-E Model.
If you have recently lost your spouse due to death or divorce, please see our Suddenly Single document below for some initial guidance.