Individuals who are divorced or widowed often face significant financial challenges. They may be dealing with the loss of a spouse's income or struggling to manage their own finances for the first time. We can help you navigate these challenges by creating a customized financial plan that addresses your specific needs and goals. This might include creating a budget, managing debt, and developing a long-term investment strategy.
Kelley Tom is a CDFA (certified divorce financial analyst) and can help provide the guidance necessary during these difficult life transitions.
Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.