Every age and stage of life presents options and opportunities, such as retirements that can lead to the birth of a new business or hobby. Sometimes unplanned transitions, such as divorce or becoming a widow, create even stronger inflection points. These are the times when we can reinvent ourselves if given the right guidance, time and support.
Women can have complicated financial needs such as balancing the demands of caregiving with work, hitting a glass ceiling and the potential for outliving their spouse. Not all women are the same, though, so to paint them with the same brush is a disservice to one and all. At Stearns Financial Group, we believe it is important to understand your priorities and dreams so we can create the most ideal financial blueprint moving forward.
Life brings us changes whether we are ready for them or not. There are the types of changes we plan for — growing up, moving out on our own, starting careers and families, buying a home — and then there are the unexpected changes we don’t like to talk about: job loss, divorce, or death of a partner.
When life changes, money changes.
A past honoree of the InvestmentNews’ Women to Watch award, Haleh Moddasser, CPA and Partner of Stearns Financial Group returned to celebrate another class of successful women in finance. Moddasser spoke with Marie Swift about her excitement over the current inflection point in which women everywhere are breaking barriers, redefining societal norms, and supporting communities all while securing their own future.