DOES YOUR FINANCIAL LIFE SUDDENLY FEEL… DIFFERENT?
Has your career or business suddenly taken off? Have you come into inheritance? Become empty nesters? Widowed? When your financial life changes, it creates new levels of complexity and new opportunities. At Sephton Financial we provide comprehensive financial planning and asset management to those who have these unique planning needs so they can move forward with clarity and confidence:
The loss of a spouse can leave you feeling lost. It is our mission to be a trusted resource during this time. We’re here to help you understand the financial implications of widowhood and develop a plan for your new future.
With a new career, or business, suddenly taking off it can feel both exciting and overwhelming. We help you understand your current state of finances to make this transition as beneficial as possible.
When the future begins to look different than you had planned, it’s important to take a stap back and reevaluate your finances. We work with you to build a financial plan of your own to help you reach your goals for you and your family.
Plan before you need it. Whether you are blending families, or welcoming children, it’s an great time for you and your (future) spouse to review your combined financial picture and create a roadmap for your new goals.
Becoming an empty nester can suddenly free up some finaces ad time. So, what next? Do you still need two incomes? Have your goals changed now that the kids have their own? Let’s put a plan in place for this new phase of life.
Plan for tomorrow.
Plan for the unexpected.
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About Sephton Financial
We guide our clients toward financial confidence and clarity to take advantage of opportunities that may come their way.
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 looks different from their today.
Donna understands first hand that life has many transitions. Having been widowed suddenly at age 40, reinventing her career, and blending her current family, she understands these unique needs and can give you clarity for moving forward!
Get in touch with us today.
Whether you've currently experienced a major finanical transition or want to prepare for life’s unexpected situations, we would love to get to know you! 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.
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