At Sephton Financial, we help families in transition get clarity on their new financial picture and develop a plan that connects their future goals with their day-to-day life so that they can move forward confidently.
Does your financial life feel unclear and uncertain?
When life changes, it creates new levels of complexity and uncertainty making it hard to step forward. You know that you need to take care of your family – emotionally, physically, and financially – right now and for the future. But it’s hard to get a handle on it when life has or is about to change.
At Sephton Financial we provide comprehensive financial planning and asset management services, specializing in families in transition, such as widowhood, divorce, or career change who have unique planning needs because their tomorrow looks very different than today.
The loss of a spouse can leave you feeling lost, vulnerable, and unsure of what to do. It is our mission to not only be a trusted financial advisor and resource during this time but also a friend who will walk alongside you. We’re here to help you understand the financial implications of widowhood and develop a plan for your new future.
When the future begins to look different than you had been preparing for, it’s important to take a fresh look at your plan or to create your first one. We will work with you to build a financial plan of your own to help you reach your goals for yourself and your family.
Taking the step out into a new career can feel both exciting and overwhelming. We work with entrepreneurs to help you understand your current state of finances and assets even before you make your transition so that you can adjust your plans and set your new direction, knowing your family will still be taken care of.
The start of a new family is wonderful season of life! It’s also a season of making adjustments. Whether you are blending two families, just married, or are welcoming children, it’s an important time for you and your spouse to review your combined financial picture and either adjust or create a roadmap for your new future goals and needs.
About Sephton Financial
Sephton Financial was founded by Donna Kendrick, CFP®, CDFA®. Donna focuses her practice on financial planning for families in transition, the unique planning needs of those whose tomorrow is much different than their today. Donna follows her passion for helping people prepare their futures and navigate the sudden changes life puts forward. Donna is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7, 66, and PA Accident and Health, Life and Fixed Annuities. Donna is a Certified Divorce Financial Analyst® Professional. Born and raised in the Philadelphia area, Donna graduated from Penn State University with a bachelor’s in Management Science and Information Systems/Quantitative Business Analysis and achieved her master’s from Eastern University. Donna’s career began in business management over 20 years ago, and she has lived and worked internationally for several years returning stateside in 2011. Donna married her husband Jim in 2022 and between them, they have six children, Connor, Katie, James, Jeanie, Delaney, and Seamus. Together with their Newfoundland and English bulldog, they enjoy living in the community of Springfield Township, Wyndmoor, PA.
Get in touch with us today.
Whether you are currently going through transition or want to prepare for life’s unexpected situations, we would love to get to know you! If you are seeking just to learn more about a financial roadmap or also considering professional help with your investments, it would be our pleasure to talk with you. You can send us a message with this form on the right, or go ahead and schedule a complimentary 10-minute introduction call with Donna right here:
Sephton Financial, LLC
8200 Flourtown Ave
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
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.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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