Women in Transition

Here for You

In our Women in Transition program, multi-disciplinary teams come together to offer women the right type of transition planning and support. From sage advice through a Certified Divorce Financial Analyst (CDFA®), the measured wisdom of a Retirement Income Certified Professional (RICP®), the knowledge of a Certified Mortgage Planning Specialist (CMPS), the expertise of a Certified Estate Planner™ (CEP®), or the experience of a veteran Insurance planning professional, we have the experience to help you through every transition in life…no matter what your needs are.

Women in transition have a whole set of financial challenges unique only to women. But you’re not alone. From making investment decisions to dealing with divorce and separation mediation, arbitration, or litigation, to planning for life after widowhood, divorce, or separation, to assuring a secure retirement on your own terms — our experienced team of women advisors is here for you!

When you understand that your SELF-WORTH Is not determined by your net worth, then you’ll have financial freedom - Suze Orman

Helping Through Transitions


Evidence shows that most women aren’t as “plugged in” to the family finances as they could be. So if disability or the sudden death of a spouse leaves you facing an unplanned transition into the role of family Chief Financial Officer (CFO) our trained and certified professionals will help you through these uncertain times.

Divorce or Separation

Often faced with a crisis of identity, divorce or separation can leave women overwhelmed by the financial implications. Transitioning from married to single again often results in financial challenges (some pretty tough!) that most women find stressful. Without the right professional advice, uninformed decisions can be made that could leave you and your dependent family members (children or wards) at a huge disadvantage for the rest of your lives. We will help in the transition.  

Relocating or Remortgaging

At some point, we might need to consider moving homes, downsizing, or taking on a second mortgage. Our loan and mortgage specialists can offer you a variety of ingenious options to address those needs.

Need support from someone who understands what you’re going through? Contact us today.