Empowering Women
The team at Stonebridge Financial Planning Group understands that many women face challenging financial transitions in life. That’s why it is critical that you make informed decisions to help pursue your goals. We help you when you’re facing retirement, divorce, widowhood, loss of parents, single motherhood, new jobs and benefits, inheritance, and more.
We believe it's about taking control over your life and being able to make your own choices. That's why you need to be able to rely on a team of financial professionals who will provide much-needed guidance through life's financial transitions.
You have questions. We have answers. We are here and we can help.
Divorce Financial Analysis & Planning
Women often face many complicated financial challenges with an array of new questions when they go through a divorce. Getting sound answers to these pressing questions is imperative. One of our service offerings is to help you develop a plan for all the financial aspects during this transitional phase and to help you build a strong financial foundation for the future.
Guiding you during divorce proceedings
- Assisting in the creation and/or revision of financial affidavits
- Aiding in asset valuation and division
- Running spousal and child support scenarios
- Assessing possible equitable division options
- Building a full financial plan on those division options
- Considering tax issues and identifying strategies
Central Florida Collaborative Divorce
The Collaborative Law Process offers a private, respectful way to resolve family matters without going to court. A dedicated team—including each spouse’s attorney, a neutral facilitator, and a financial professional—works together to guide the couple through every decision with clarity and care.
This approach empowers participants to protect their financial future, prioritize their children’s well-being, and move forward with confidence. The process is designed to create thoughtful, lasting solutions that reflect what matters most to the entire family.
Survivor/ Widowhood Adjustment
Stonebridge Financial Planning Group is positioned to help you figure out what’s next. We compassionately guide you with financial planning and advice as a trusted advisor. We provide specialized knowledge to help you navigate this difficult transition, and we're ready to offer assistance. From providing checklists to resolving paperwork changes, to drawing up financial plans for your new lifestyle – you can rely on us to be there for you.
Supporting you through bereavement
- Providing checklists and timelines to help relieve stress
- Completing paperwork and reviewing received documents
- Retitling assets
- Building a new income plan
- Providing referrals for professionals needed (estate attorneys, insurance providers, etc.)
- Tax strategies
- Communicating with beneficiaries
- Emotional and financial support
Life Changes
At Stonebridge Financial Planning Group, we are committed to helping women demystify the financial complexities that accompany significant life changes.
Helping women through your unique life journeys
- Evaluating options for retirement
- Structuring inheritance and developing a plan
- Working through the financial challenges sometimes associated with single motherhood
- Assessing the possibility for early retirement
- Reworking an existing plan after a medical diagnosis
Stepping Onto Your New Path
We provide the guidance you need to move forward. Working together, we will develop a plan that fits your life and gives you financial freedom and confidence going forward.
Guiding you to find financial empowerment in all of life’s stages
- Setting goals and making financial plans for a new life
- Transitioning and simplifying assets into accounts in your name
- Identifying your objectives based on values and risk tolerance
- Managing investments
- Evaluating insurance (life, medical, home, auto, etc.)
- Updating estate plans
- Providing education on various financial topics -- from basic to complicated
- Setting up a budget