Helping Women Create Clarity and Control Over Their Financial Future
Financial Planning designed specifically for woman navigating divorce or the loss of a spouse
We help answer critical questions like:
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How do I make sure my settlement or inheritance lasts for the rest of my life?
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What’s the best way to structure my income now that my financial situation has changed?
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Should I keep or sell the house — and how will that decision affect my long-term goals?
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How do I update my estate plan, beneficiaries, and insurance coverage after divorce or loss?
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What’s the smartest way to invest a lump-sum settlement, life insurance proceeds, or retirement assets?
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How can I feel confident that I’ll have enough to retire — and at what age can I make work optional?
At Integrated Wealth Management, we specialize in helping divorced and widowed women gain clarity, take control of their finances, and build a secure future — creating confidence, independence, and peace of mind.
Our Ideal Client
We work with divorced and widowed women who:
✅ Want to feel confident and in control of their financial future after a major life change.
✅ Have received a divorce settlement, inheritance, or life insurance proceeds and want to make wise decisions with it.
✅ Need to update or create a comprehensive financial plan — including investments, income, estate, and insurance.
✅ Want expert guidance on how to balance immediate needs with long-term goals like retirement, travel, or supporting family.
✅ Are unsure how to restructure their assets, accounts, or estate plan to reflect their new circumstances.
✅ Value having a trusted advisor to simplify complex decisions and provide peace of mind.
How we help You
While every situation is unique, we’re here to build a personalized plan that simplifies your financial life and helps you move forward with clarity and confidence. Our promise is to empower you to make informed decisions about your money — and your future. Here’s how we help:
✅ Organize and streamline your finances after divorce or the loss of a spouse.
✅ Create a sustainable income strategy from settlements, retirement accounts, investments, or life insurance proceeds.
✅ Reassess and update your estate plan, beneficiaries, and insurance coverage to reflect your new circumstances.
✅ Develop a long-term investment plan tailored to your goals, risk tolerance, and timeline.
✅ Provide guidance on major financial decisions like keeping or selling the family home, managing debt, and planning for retirement.
✅ Build a comprehensive strategy that covers investment management, tax planning, income planning, and estate considerations — so you can move forward with financial independence and peace of mind.
Does this sound like you?
If this sounds like you — and you’re ready to gain confidence, stop feeling overwhelmed by financial decisions, and have a trusted guide by your side — let’s talk. Schedule a free 15–20 minute strategy call to see if we’re the right fit for each other. No pressure, just a conversation about where you are now and how we can help you move forward with clarity and peace of mind.
To help ease your apprehension, once you schedule, we'll send you a brief outline of what to expect during our conversation.