We are here to help you:
Understand Your Options
Plan for the People Who Depend on You
Prepare for the Life Ahead
Financial Life Planning for Newly Independent Women
Guidance to help you take control of your money and achieve your life's goals.
We are here to help you:
Understand Your Options
Prepare for the Life Ahead
A change in your life can bring financial questions you never expected to face on your own. Which decisions need attention now? What can wait? How do you make room for the life you want next?
We’ll start by listening. Then we’ll help you understand where you stand, talk through your choices, and build a plan that reflects what matters to you.
Your FICO score is critical in determining your financial opportunities, from securing a mortgage to getting the best interest rates on loans. A high FICO score can save you thousands of dollars over your lifetime, while a low score can limit your options and cost you more in interest. In this guide, we'll explain a FICO score, why it matters, and how to maintain a strong credit profile.
Mediation offers couples a dignified, collaborative path forward when life circumstances require critical legal decisions about their future. As a trained family law mediator, Zoe Cassotis guides New Jersey families through productive conversations that lead to thoughtful, mutually beneficial solutions. Her confidential mediation approach helps people maintain control of their decisions while saving time and money, creating positive outcomes that respect both parties' needs and values.
Anyone who has gone through a divorce knows how emotionally challenging and financially complex it can be. While attorneys handle the legal aspects, a Certified Divorce Financial Analyst® focuses specifically on the financial implications of divorce. This specialized designation equips professionals with the expertise to guide clients through the intricate financial aspects of divorce proceedings, ensuring better outcomes for their financial future.
Deciding whether to keep the marital home after a divorce is one of the most significant financial and emotional decisions newly independent women face. While it may seem logical to hold onto the house, there are numerous factors to consider—financial feasibility, practical living conditions, and the emotional impact on you and your children.
Discover the hidden financial dangers many newly independent women face after divorce. In this video, Certified Financial Planner™ Joe Goldy shares three vital strategies to prevent overspending, manage your finances, and secure your future. From creating a "fun money" account to working with a CFP®, learn how to navigate your new financial landscape confidently. Don't miss out on these expert tips—subscribe for more insights!
Many people find themselves at a career crossroads in the aftermath of divorce. As a career coach specializing in helping women navigate this transition at her firm, Next Stage Career Success, Shauna Licciardi has seen the transformative power of rediscovering one's purpose. From her experience as a human resources director and career coach, Shauna explains the importance of finding your "why" when charting your next career move post-divorce.
Going through a divorce can be an incredibly stressful and emotionally draining experience. In addition to dealing with the end of a marriage, there are practical and financial implications to navigate. One potential pitfall many divorcees find themselves in is overspending to cope with the changes and upheaval in their lives.
In this installment of our video series on financial planning for newly independent women, we delve into updating beneficiaries across key financial documents and accounts. Whether you are navigating the aftermath of a divorce or coping with the recent loss of a spouse, it is essential to review and revise your estate documents, life insurance policies, and investment accounts to reflect your new circumstances. Additionally, we'll explore health insurance options that are available to you during this transition. These steps ensure your financial future is secure and your assets are distributed according to your wishes.
In our series on empowering newly Independent Women to achieve financial security, we delve into the often underestimated importance of organizing financial documents. Join Joe Goldy as he uncovers the three significant benefits of maintaining well-organized financial records, offering insights into financial transparency, legal compliance, and emotional closure. Discover how this simple yet powerful practice can advance financial Independence and peace of mind.
Representative Lauren Underwood from Illinois and Senator Tammy Baldwin of Wisconsin have reintroduced the Women's Retirement Protection Act of 2023. This critical legislation protects women's retirement savings after a divorce.
Uncertainty about your money shouldn’t keep you up at night. We want you to sleep well, knowing that you’re making great financial decisions that help you build a better life.
Our goal is to help you:
Make Smart Decisions About Spending and Saving
Ensure Your Investments Work Toward Your Priorities
Take Care of Both Your Kids and You
For over 20 years, we have drawn on our professional and personal experience to walk newly independent women through a structured process helping them make smart financial decisions.
We have custom planning tools and sophisticated software to help you make sense of your current financial situation and plan for your next chapter.
Our team's certifications include the Registered Life Planner® (RLP®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations to help you use your money to create the life you envision.
We begin with your life, not a spreadsheet. If you’re managing your family’s finances on your own for the first time, we’re here to help you make sense of it all. We start with what matters most to you - what you want to change, protect, or pursue - and help you build a plan for yourself and the people who count on you.
1. Schedule an initial consultation to get to know each other.
2. Meet to discuss your financial situation and see if there is a mutual fit.
3. Sign the agreement to start your plan for financial independence.
You want to partner with a financial advisor whose expertise is working with people just like you. We may be a good fit if you:
Are a newly independent woman taking charge of your finances
Want a long-term, ongoing relationship with a financial advisor
Have investable assets of more than $1 million
Are you ready to stop worrying about your money and start getting the most out of your life? Take the first step to financial independence by scheduling an introductory call.
This ebook is a financial primer for the newly independent.