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.
HOWEVER YOUR LIFE HAPPENS, WE’RE HERE FOR YOU
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.
HOW WE SUPPORT DIVORCING WOMEN
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.
HOW WE HELP WOMEN MATCH THEIR WEALTH AND THEIR VALUES
Women hold unprecedented power and wealth that can be used for the greater good. That can mean creating a self-reliant future, supporting family and friends, running a successful business, or leaving a legacy through philanthropy and impact investing.
There is now a way to invest your wealth in alignment with your values, while continuing to earn the returns to which you’ve become accustomed. It’s called ESG investing and it is available to you here at Stearns Financial Group.
