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.

Why Transition Planning 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 or divorce, or acting as caregiver to an aging parent – we are here to help as you transition through all of those roles.

What We Can Do For You

Our multidisciplinary approach offers women the right type of transition planning and support. 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:

• 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. We will walk you through from step one for an independent solution.
• A woman transitioning into yet another phase of her life might need to consider moving house, downsizing, or taking on a second mortgage.
• 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 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 – Danielle and Therese will be here to walk by your side throughout the process.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.