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Financial Planning for Women

Gain the tools to financial independence in the midst of a divorce, the loss of a spouse, or life’s transitions.

Let’s Meet!

Financial Planning for Women

Gain the tools to financial independence in the midst of a divorce, the loss of a spouse, or life’s transitions.

START SMALL, START SIMPLE

We’ll start by establishing an emergency fund, reviewing your beneficiaries, and laying a strong financial foundation.

CONFIDENTLY PLAN YOUR FUTURE

With the right tools, you can make the right decisions. I’ll give you the tools you need to plan your new future.

BECOME A WISE INVESTOR

Then, I’ll simplify the investing process to help grow your money.

Let’s Meet!

A PART OF YOUR TEAM

There is no charge for an initial consultation and I strive to make your entire experience enjoyable!

I’ll show you how money doesn’t have to be intimidating, it can be exciting!

Let’s Meet!

TAKING WISE FINANCIAL STEPS IS SIMPLE.

STEP 1

Schedule a Consultation (Don’t worry, there is no charge for a consultation.)

STEP 2

Meet Your Financial Advisor, Maleah Stephens, and discover your next steps.

STEP 3

Gain education and confidence with your money!

Let’s Meet!

I AM ON YOUR TEAM – HOW I HELP

DIVORCE FINANCIAL ANALYSIS

Navigating asset division, QDRO review, and financial settlement strategies during divorce.

RETIREMENT PLANNING

Building a retirement roadmap that reflects your timeline, goals, and income needs.

INVESTMENT STRATEGY

Aligning your portfolio with your values, risk tolerance, and long-term financial vision.

TAX STRATEGY

Identifying opportunities to minimize your tax burden today and in retirement.

BENEFICIARY, ESTATE & INSURANCE REVIEW

Ensuring your coverage, designations, and estate documents protect what matters most.

YOU’RE GOING TO BE OK.

I meet with women every day who are facing a divorce or they’ve just lost their husband. Now, in addition to emotional trauma, the weight of making all the financial decisions are on her shoulders.

How long will the money last? 

Do I need to go back to work?

Can I pay for my kids college? 

Could I retire and spend time with my grandchildren? 

Am I going to be OK?

For over 12 years, I’ve worked with women who are facing financial uncertainties while going through a divorce or losing their husband and I can confidently say to them: you are going to be OK.If you find yourself reimagining a future you never anticipated, I want you to know that you’re going to be OK too.

When you gain control of your money, you’ll notice a shift in your mindset. You’ll have the freedom to navigate through the grieving process and start moving forward with your life, even though it’s in a new direction.

Once you have a plan for your money, you can:

  • Gain confidence in your future.
  • Establish achievable goals.
  • Find your identity.
  • Become a wise investor.

When you have a financial planner on your team, you’ll never have to wonder: How am I going to make it? You’ll know what you can do with your money so that you and your family are working toward achieving your goals.

Let’s Meet!

YOU’RE GOING TO BE OK.

I meet with women every day who are facing a divorce or they’ve just lost their husband. Now, in addition to emotional trauma, the weight of making all the financial decisions are on her shoulders.

How long will the money last? 

Do I need to go back to work?

Can I pay for my kids college? 

Could I retire and spend time with my grandchildren? 

Am I going to be OK?

For over 12 years, I’ve worked with women who are facing financial uncertainties while going through a divorce or losing their husband and I can confidently say to them: you are going to be OK. 

If you find yourself reimagining a future you never anticipated, I want you to know that you’re going to be OK too.

When you gain control of your money, you’ll notice a shift in your mindset. You’ll have the freedom to navigate through the grieving process and start moving forward with your life, even though it’s in a new direction.

Once you have a plan for your money, you will:

  • Gain confidence in your future.
  • Establish achievable goals.
  • Find your identity.
  • Become a wise investor.

When you have a financial planner on your team, you’ll never have to wonder: How am I going to make it? You’ll know what to do with your money so that you and your family are taken care of and you are confidently achieving your goals.

Let’s Meet!

AN EXPERT SOURCE FOR FINANCIAL WRITERS IN

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I’M HERE WHEN YOU NEED ME.

Maleah Stephens, CFP® — Certified Financial Planner® with 20+ years helping women navigate life transitions.

At the onset of a divorce or after you’ve just lost your husband, the next decisions are crucial to your financial future. The best thing to do is take small, intentional steps toward your goals. You need someone on your team who understands what you’re going through and can help you navigate important decisions. When you’re ready to get started, I’m here. 

Let’s Meet!

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Wise & Worthy is a marketing designation.