Women in Transition
Real Support for Life’s Real Changes
From career-woman to wife/partner, and from caring mom to single-motherhood, separation, divorce and loss – 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 transitions safely and securely.
Why Transition Planning And Support Is Important
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, divorce or loss, or acting as caregiver to an aging parent – you need help as you transition through these roles. And that’s exactly what our caring and experienced advisors are here to provide you.
What We Can Do For You
Here’s a preview of what our Women in Transition planning and support service covers:
- Our experience shows us that most women aren’t as “plugged-in” to the family finances as they ought to be. So, when the disability or sudden death of a spouse leaves women facing an unplanned transition into the role of family Chief Financial Officer (CFO) – most are ill-prepared! Our experienced team will help you through these uncertain times
- Women facing separation or divorce often face a crisis of identity, that’s compounded by the fact that they feel overwhelmed by the financial implications of this stage of their lives. Transitioning from married to single-again often results in financial challenges (some rather acrimonious!) that most women find stressful. Without the right professional advice, uninformed decisions can be made that could leave you and your family at a huge disadvantage for the rest of your lives
- Women in transition have a whole set of financial challenges and needs that are unique only to women. But you don’t have to go it alone. From making investment decisions, to planning for life after widowhood, divorce or separation, to assuring a secure retirement on your own terms – our experienced team are here to help!
Divorce, loss, career shifts, or retirement — life transitions can feel overwhelming. We help empower women through life’s biggest changes through thoughtful guidance and financial advice.