Donna Kendrick, CFP®, CDFA®
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All 50 States
I know the need to crawl and scratch until you can get control of your own life. Because everything feels like it's swirling. I know because in 2013, at age 40, I lost my husband of 13 years, Gregory. The loss was sudden; he had taken his own life.
Although I was educated, smart, organized, and financially savvy, I was emotionally crushed. I spent the next few years pulling myself together and raising my children who were 8, 11, and 12 at the time. Once I learned I could handle the centripetal force of life, I took a deep breath…literally… and in a breath, decided to recreate my career and make sure that I could help women in widowhood make the right financial decisions and feel empowered, smart and in control. This is my why. Today my practice helps women in transition navigate widowhood, divorce and blended families. I work with women and those who love them, create a roadmap for a better tomorrow.
When life changes, it creates new levels of complexity and uncertainty making it hard to step forward. Taking care of your family – emotionally, physically, and financially – right now and for the future is critical, but it’s hard to get a handle on it when life has or is about to change.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, my passion is helping people navigate the sudden changes life puts forward, as well as prepare for their futures. At Sephton Financial, we help families in transition get clarity on their new financial picture and develop a plan that connects their future goals with their day-to-day life so that they can move forward confidently.
We specialize in families in transition, such as widowhood, divorce, career change and new families who have unique planning needs because their tomorrow looks very different than today. Whether you are currently going through a transition or want to prepare for life’s unexpected situations, I would love to get to know you. If you are seeking just to learn more about a financial roadmap or also, considering professional help with your investments, it would be my pleasure to assist you in any way I can.
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Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated. Licensed in DE, FL, GA, MA, MD, NJ, NY, PA, WA, VA, and VT
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
Fee Based Financial Planning Programs
Tiered Fee Schedule for Asset Management
Subscripton Model Available
