Resources

Financial Virtues Survey

Take a short quiz to see if any of these common behavioral biases may be showing up when it comes to your money.

Download the Personal Document Locator

This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability.

Download the Guide to Starting or Buying a Business

Thinking of starting a business? You have many options such as starting something new, buying a current business, or opening a franchise. This guide reviews some of the risks and benefits of each of these options, along with some helpful starting information.

Download the Guide to Planning Concerns for Divorcing Couples

Divorce is one of life’s most stressful events. This guide will provide you with some starting information about financial concerns for couples going through a divorce.

Download the Guide to Money Issues that Concern Married Couples

If you’re engaged to be married soon, congratulations! It’s an exciting time of life. To help you and your soon-to-be spouse start off on the right foot financially, here’s a guide to some of the important conversations to have before your wedding day, or soon thereafter!

Download the Guide About Planning for Remarriage

If you’re getting ready to remarry – congratulations! As you and your partner prepare for this new journey, there are important financial decisions to make and conversations to have. This guide reviews those topics and provides some discussion points for you to get started.

Recent Blogs

Financial Planning vs. Asset Management

Financial Planning vs. Asset Management

I talk to a lot of people.  One, because I am chatty and two, because I love to talk about the importance of planning - planning for your finances, planning for college, planning for life, and making contingency plans for the “what if’s”.  Many times, when...

3 Stages of Essential Planning

3 Stages of Essential Planning

Close your eyes and imagine what life would look like if the person you said “I love you” to this morning was suddenly gone? What would your future look like? Are you going to be okay financially? Can you send the kids to school? Can you stay in your home? Today we...

This Is My Why

This Is My Why

You might be wondering why I am doing this, why am I creating these for you, my co-widows and widowers? What is my Why?  This might be my first video, but I promise you... THIS will be the one that gives me chills and makes my belly flip… It’s not because I’m...

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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