GAIN FINANCIAL CLARITY FOR MOVING FORWARD
Financial planning to help you gain clarity on your new financial picture and develop a financial and protection plan to move forward with confidence.
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:
Widowhood
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.
Career Change
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.
Inheritance
Suddenly coming into money you’ve never had before can be overwhelming. We help you put a plan into place to get that money working for you so you can make better financial deicisions.
Divorce
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.
Blended Families
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.
Empty Nesters
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.
Get your complimentary Personal Document Locator to get organized for your family.
Get Our Financial insights
From the latest blogs and podcasts….
Managing Life Insurance After the Loss of A Spouse: Important Steps and Options
Losing a spouse is one of life's most challenging experiences, I know, I’ve been there. And in the midst of grief, navigating financial matters can feel completely overwhelming and something you just don’t want to deal with, but you have to. If you're a...
What to Do When You Receive a Large Inheritance
Receiving an inheritance can be a life-changing event, providing financial security and opportunities for the future. However, it also comes with new emotions, responsibilities and the need for careful planning. Here are some steps you can take to maximize your inheritance and ensure long-term financial stability.
Navigating Financial Transitions: Financial Strategies for High-Net-Worth Individuals
Life is full of transitions, and for high-net-worth individuals, these transitions can bring unique financial challenges. Whether it's divorce, widowhood, a career promotion, starting a new business, or early retirement, proactive financial planning is essential to...
The Widow, wisdom, and wealth™ Podcast
Crucial discussions about life and finances
Featured Episode
“The Questions You Must Ask Your Financial Advisor”
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We’re discussing the vital questions that bring transparency and depth to your financial advisory relationship.
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:
Checkout Donna’s background on FINRA’s BrokerCheck
Sephton Financial, LLC
8200 Flourtown Ave
Suite 1B
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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