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
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 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.
Registered Representative, Securities offered through Cambridge Investment Research., A Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a registered Investment Advisor. Sephton Financial, LLC and Cambridge are not affiliated. Licensed in DE, FL, GA, MA, MD, NJ, NY, PA, WA, VA, and VT