Women in Transition

Timberchase Financial has developed a unique capability working for women undergoing major life transitions, such as inheritance, divorce, the loss of a spouse, retirement, or a legal settlement. In addition to the components of wealth management that apply to all people of means, we have found that women experiencing rapidly changing circumstances require individually crafted solutions. The solutions that will be valuable to her are ones that have been most valuable to others who have traveled the same road.

After the death of a spouse, a woman is often thrust into an administrative role, at a time when energy and emotions pull her attention elsewhere. Financial and legal issues may seem out of control. Advice is offered by well-meaning friends, loved ones, and advisors, in an uncoordinated fashion. We have found that the surviving spouse desires two things: to gain control of her financial resources, and to find a private, trusted advisor who understands that financial recovery is closely aligned with emotional recovery.

Women who find themselves with sudden wealth through inheritance, divorce, or a legal settlement also want control of their resources, in order to lead the lives they choose, knowing that wealth will be preserved according to their wishes. Because women in these situations often need to focus time and attention on other aspects, the management of their new financial resources can become a burden.

We act as a personal chief financial officer to women in transition, so they can focus on relationships with those they love, while building and restoring the lives they wish to lead.