Take control of your financial future
Financial Guidance for
Women in Transition
We support women who are:
Going Through A Divorce
And are worried about how to secure the financial future for themselves and their families.
Recently Widowed
And are wondering how take care of themselves financially in their new normal.
Heads Of Household
And want to take control of their finances with confidence and a plan.
We will walk beside you on your financial journey.
We are here to help.
Our services are designed to empower women to be financially independent, particularly those who are divorced or widowed.
Full Service Financial Management
For The Woman Who Wants
Her Finances Handled For Her
Financial Planning Packages
For The Woman Who Wants
To Manage Her Own Finances
Transition Support
For The Woman Who Doesn’t Know
What’s Next & Needs Advice
Book a Complimentary 20-Minute Consultation Call with me.
Are you ready to take control of your financial future?
The first step is as simple as a phone call.
Click the link below to schedule a complimentary 20-minute one-on-one consultation with me.
We can discuss where you are in your life right now, any transitions you may be going through, and a few options for how I may be able to partner with you on your financial journey.
Hi. I’m Lauren Smith
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I empower women to take control of their finances – especially during life’s big transitions.
I serve as a strategic advisor and sounding board to my clients in all aspects of their financial wellness, whether that means developing a retirement plan, advising on advantageous timing of Social Security withdrawals, considering this year’s tax consequences, establishing an optimal cash flow or supporting them through unexpected financial situations.
My goal is to make the financial world straightforward so that my clients can feel confident in the road map we build together and are able to spend their time focused on more important things.
I understand the weight of the burden that falls on women – particularly widowed, divorced and head of household women – to provide for their own future. And I am dedicated to supporting women through these transitions to help them set themselves up for financial independence.
Resources for Women in Transition
Checklist for Widows
As a woman who has recently entered the uncertain realm of widowhood, you are likely facing a vast sea of emotions, challenges and decisions. Especially with regards to your financial future.
There are immediate decisions that must be made as well as long-term plans to consider. And we understand that unraveling the intricacies of your family's finances and planning for your own future may seem overwhelming. So we have developed this checklist to serve as a helpful foundation to help you understand your potential next steps.
Checklist for Divorcees
Going through a divorce is an incredibly complex emotional, logistical and financial situation. Aside from experiencing complexities of a divorce itself, you may find yourself as the sole financial head of your household for the first time. And all of a sudden, the burden is on you to provide for yourself and your family.
We understand this is a huge adjustment and requires strategic planning. So to help you navigate this transition more smoothly and set yourself up for success in your financial future, we have developed a checklist of important steps to consider.