Women in Transition

As a woman - you want to be heard, you want to be respected, and you want to be understood. You have goals and needs that require special attention. You want to be helped, not sold something. You demand transparency and explanations.

At D'Arcangelo Financial Advisors, we want to guide and educate you so that you are in control of your finances, no matter what life may throw at you. Every person and family's situation are different, requiring the utmost attention and care.

There are many transitions women face within their lifetime, such as having a baby, going through a divorce, or experiencing the death of a spouse or partner, just to name a few. As any of these events occur, you may wonder what you should be doing to assure that your financial health is not at risk. Whether you are looking for education and clarity or assistance in planning and implementation, we want to provide the necessary resources to get you past any hurdles.

It is important to have a clear understanding how major events in our lives, intended or not, may impact us financially. This means constructing and implementing a plan, not only to prepare for substantial consequences, but so potential loss can be avoided, and you can continue building financial stability. With a financial plan in place, you will be able to focus more on your personal goals and better understand what it will take to reach them.

Common life transitions women face:

  • Marriage, divorce, or the death of a spouse
  • Having a baby or adopting a child
  • Planning for a child's or grandchild's college education
  • Buying or selling a family business
  • Changing jobs or careers
  • Planning your retirement
  • Developing an estate plan
  • Receiving an inheritance or financial windfall

As CPAs and Personal Financial Specialists (PFS), we want to help by structuring an achievable financial plan for you, tailored to your goals and lifestyle. See what our financial solutions can do for you: 

Click here to review our services.

Click here to review our model:

Assets Under Management Fee Plan: percentage of the total value of your assets we manage. 

Financial Planning Subscription services: starting at $30 per month, with an upfront charge for the initial plan.

Our goal is to assist in navigating you through financial challenges and questions, whether that be in the form of education or implementation. Contact us for more details of how we can help!