Women in Transition

As a woman, you have financial needs that are unique to your situation in life, and we are here to help.  At Team Hewins we provide straightforward advice to our clients, giving them the comfort and confidence they need to make decisions about their complex financial lives. Our mission is to help you organize your affairs and achieve excellent results. We work with you and your other professionals such as family law attorneys, divorce mediators, and accountants, forming a support team to ensure you have a coherent plan and everything you need to enjoy your success and to deal with difficult issues.

There are times when your need for our attention and service is particularly acute, and at these times we will do whatever it takes to help you address your issues.  Examples of such times include:

Divorce and Separation:

No one can make this easy, but we can help you make good decisions and access the resources you need. Through every stage of the divorce process, whether you are just planning to file or are at the end of the legal process, we’ll work with you and your other trusted professionals to protect your interests and empower you to take control over your financial future. (See our blog, Three Things People Through a Divorce Should Consider in Their Financial Planning)

Loss of a Partner:

It’s almost impossible to be emotionally prepared for the death of a spouse. For couples who have taken the time to talk about contingencies after the death of one partner, the financial transition may be a little easier than for those who have not planned at all. But even when financial matters have been planned in advance, grief may still hamper one’s ability to deal with financial decisions.  We will help with that burden and coordinate with your other professionals to guide you through the process.

Executive Leadership/Promotion:

Corporate compensation packages can be very complex.  Many corporations offer benefits such as restricted stock, stock options, deferred compensation or equity plans, and these options  are complex and have different tax implications.  Our experienced advisors can explain how these benefits work, create your custom financial plan, and then work with your other professionals to ensure your plan is implemented properly (e.g., tax issues are carefully considered before actions are taken).

For more information, please contact us using the form below! We look forward to working with you.

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  • Marriage
  • Expecting or Adopting a Child
  • Divorce or Legal Separation
  • Single Parenthood
  • Buying or Selling a Home
  • College Planning
  • Providing Assistance to a Family Member
  • Business Planning
  • Charitable Planning & Philanthropy
  • Executive Compensation or Concentrated Stock Positions
  • Inherited Wealth or Investment Gain
  • Retirement
  • Long-term Health Concerns
  • Loss of a Loved One or Partner

Contact us today to learn more about how we can help you.

  • Marriage
  • Expecting or Adopting a Child
  • Divorce or Legal Separation
  • Single Parenthood
  • Buying or Selling a Home
  • College Planning
  • Providing Assistance to a Family Member
  • Business Planning
  • Charitable Planning & Philanthropy
  • Executive Compensation or Concentrated Stock Positions
  • Inherited Wealth or Investment Gain
  • Retirement
  • Long-term Health Concerns
  • Loss of a Loved One or Partner

Contact us today to learn more about how we can help you.

For more information, please contact us using the form below! We look forward to working with you.

Contact Us
First
Last

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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