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When life changes, it creates new levels of complexity and uncertainty making it hard to step forward.  Taking care of your family – emotionally, physically, and financially – right now and for the future is critical, but it’s hard to get a handle on it when life has or is about to change.

As a CERTIFIED FINANCIAL PLANNER™ practitioner and author of “A Guide to Widowhood:  Navigating the First Three Years” my passion is helping people navigate the sudden changes life puts forward, as well as prepare for their futures.  We help families in transition get clarity on their new financial picture anddevelop a plan that connects their future goals with their day-to-day life so that they can moveforward confidently.

We specialize in families in transition, such as widowhood, divorce, career change and new familieswho have unique planning needs because their tomorrow looks very different than today.Whether you are currently going through transition or want to prepare for life’s unexpected situations,I would love to get to know you. If you are seeking just to learn more about a financial roadmap oralso considering professional help with your investments, it would be my pleasure to assist you in anyway I can.

Email me: donna@sephtonfinancial.com
Schedule a complimentary call: https://calendly/donnakendrick
Learn more about Sephton Financial: http://www.sephtonfinancial.com

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.