Women will always experience transitions. Still, much of the turbulence accompanying those transitions can be avoided. Our aim is to provide women the support they need at every stage so that, when a transition does occur, you can have the knowledge and strategies in place that will help you adjust to a new financial situation. Our support for women prior to and throughout transitions includes:
- Focused communication for both members of spousal partnerships
- Proactive approach to educating women on financial matters
- Custom solutions for divorcées and widows
- Communication with your lawyers and other professionals for more efficient transitions
There are certain life events that are unique to women, we are committed to simplifying the details and providing expert advice.
We operate with a long-term, integrated approach where we commit to implementing a plan in the first two years that will put your wealth on track for eventual transitions like retirement.
This is an event that requires your attention for everything from legal matters, to taxation and retirement plans. We are able to provide exceptional support throughout this period, because we have the ability to simplify complex situations through our specialist network and team approach.
We want you to be able to focus on what's truly important. That's why we not only assist our clients through the financial challenges of losing a family member, but on an ongoing basis we provide our clients with equal contact and engagement with both spouses, preparing the next generation for transitions, family sessions and consistent client education.
“Before becoming a client of Jenn Marsh’s, I was quite worried about my investments. From our first meeting with Jenn, my husband Herb and I felt comfortable. It was clear her expertise would bring results. Now we relax knowing we are in good hands.”
Heather Beswick, Retired Professional – Lethbridge Alberta
In order to get your financial plan started please contact our office at (403)382-3820 or by email firstname.lastname@example.org