A Roadmap for a Sustainable Financial Future

The decisions you make during a period of transition can have far-reaching and unexpected consequences. It’s during these times that clear- sighted decision-making is most important, and that’s what we empower women to do.

One of the through lines of our decades-long history is a focus on women and wealth. With in-depth knowledge and experience in the additional burdens women often carry, we specialize in building continuity through transitions and disruptions such as the death of a spouse or parent, divorce, a change in career and other life transitions.

 

Understanding Your Options

In times of transition, knowledge is power and a shared understanding of your evolving circumstances and the life you envision helps inform short-term decisions that drive long-term outcomes. While financial services often fall short for women seeking guidance, we focus on building deep relationships with our clients through reliable one-to-one service. We strive to empower you through education to understand the impacts of various financial strategies and weigh your options confidently.

 

 

Improving Efficiency

Strong communication can save both time and costs, particularly within any legal process, whether that be estate administration or divorce. Our team coordinates with relevant professionals, including your tax and legal teams and our own network of specialists, so that you can pursue strong outcomes with a well-informed perspective.

 

 

 

Planning for Future Transitions

The Wooding Group has a range of complementary areas of expertise, which allows us to collaborate and offer you insights and advice to help you navigate your path forward.