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:
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✅ 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:
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✅ 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.​
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To help ease your apprehension, once you schedule, we'll send you a brief outline of what to expect during our conversation.