Take Charge of Transition Points

Life events and financial decisions go hand in hand. The more you understand the financial implications of life events, the better you can manage around them.

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Speaker 1: For a lot of the women, it's the first time in their life they're actually making money, not just the entry level salary, but they're being promoted. They're mid-level, even senior management and they don't want to squander the money that they fought so hard for. That's a typical life event that I deal with. Student loans, planning for children. I think someone who is interested in finances tends to be a little bit more interested in planning for their entire life, but a lot of people are like, "I want to make sure I'm financially secure for [00:00:30] my child. What do we need to do?"

Then marriage, for me, I'll through in their marriage because it's something combining finances with someone who had a different upbringing from you. My husband, they never talked about money. So there was a lot of money conversations before we actually walked down the isle.

Speaker 2: Then I also see divorce. A lot of those folks come to me by referral from attorneys where women have spent their whole life depending on someone else to run the finances too often. Then all of a sudden they're [00:01:00] my age and divorced and trying to figure out how to pick up the pieces and move forward.