Financial Planning for Women in Transition

We at Foundation Wealth Management have been doing it for years, but now we have a name for it: Women In Transition™ or WIT. Webster defines “wit” as mental capability and resourcefulness. Just what one needs in times of transition.

Whether your transition results from a job loss or change, sale of a business, loss of a partner, spouse or parent, change in marital status (including pre-divorce planning), or simply the desire to start a new chapter, we’ve been there. We can help. Our financial planning for women in transition™ helps you find the resources that you need (financing, legal advice, etc.) and develop a plan for your security.

More on Financial Planning for Women in Transition™

The Financial Planning Process
Defining Goals and Objectives This is the most important and can be the most enjoyable step in the process – envisioning what you want your money to do for you and your family. Pertinent questions include: When do you want to have the … [Continue Reading...]
Your First Meeting
In order for us to start the financial planning process for you, it is helpful to have as much of the following information as possible for our first meeting: Names, dates of birth and social security numbers for you and your children, Home value and mortgage information (rate, term of loan, … [Continue Reading...]