Life is a wonderful thing, made unique by all the transformations we experience along the journey. From starting your career to getting married, changing jobs to getting promotions, and even the bad things like going through a divorce or becoming a widow, we are here for you. As women, while our stories might differ in specifics, they’re likely quite similar in theme. All of these life transitions bring change and can be exciting, yet often challenging. We have a lot to think about financially, and luckily, InVestra has a plan for that.

Empathy, then Empowerment

If you feel confused about making financial decisions or nervous about planning for the future, we can help. Using a goals-based approach, we can help you prioritize the steps you need to take now, rather than overwhelming you with all the decisions you’ll be making in the coming months and years. We emphasize the vital role of Wealth Advisors who educate women on their wealth journeys, ensuring they feel confident and empowered every step of the way. We’re here to guide and support you throughout your journey, fostering confidence and empowerment in your financial decisions.

Listen to Build Understanding 

As women, we value Wealth Advisors who take the time to listen and educate before jumping in with detailed financial planning advice. We also tend to place a high priority on those who are available for in-person office meetings. At InVestra, we take your cues and know the value of spending time establishing those personal connections. The goal is to build a long-lasting, trusting relationship that can withstand the journey ahead.

Understanding Your Tolerance Towards Risk

Women are also (generally) less likely than men to increase risk in order to pursue higher returns. Why? Because we fear losing principal and are worried about not having access to cash when we need it. Thus, it can be helpful to talk about decisions involving your specific risk assessment with a professional who understands how it may affect your wealth now and into the future when you need it the most.

When It Comes To Divorce

We provide personalized financial guidance and emotional support to alleviate stress and uncertainty during challenging times like this, serving as dedicated advocates for our clients. Wealth Advisors can address critical financial matters that will shape our clients’ futures, ensuring unwavering support throughout the process.

  • Personal vs. marital property
  • Valuing and dividing property
  • Retirement assets and pensions
  • Spousal and child support
  • Splitting the house
  • Tax problems and solutions

Post-Divorce Financial Guidance: Our services extend beyond the divorce decree. InVestra continuously works with clients to adapt to their new circumstances, offering ongoing guidance for a secure financial future post-divorce.

The Bottom Line

InVestra’s Wealth Advisors are here to learn about your life, listen to your concerns, and ask those key questions. Armed with information, we coordinate with others involved in the transition to get the full picture. Our team will help with completing the necessary paperwork, creating a straightforward and actionable summary of all the necessary changeovers of financial assets and distribution of benefits, and making sure critical financial safeguards like emergency cash reserves are adequate.

Living Your Best Life

Our team of Wealth Advisors is equipped to guide you through each of the many milestones you may encounter…


Having Children or Grandchildren

Changing Careers

Divorce or Widowhood

Elder Care

Empty Nesting


Planning Your Legacy

Our Comprehensive Wealth Management Services Include:

Education Planning:

College Planning
Education IRAs
Financial Aid Planning
Coverdell ESAs
529 Plans

Retirement Planning:

Defined Contribution Plans
Defined Benefit Plans
Executive Compensation
Distribution Planning

Investment Planning:

Asset Allocation
Risk Assessment
Tax Consequences
Portfolio Strategies
Risk Management

Financial Planning:

Asset Management
Insurance Protection
Long-Term Care
Business Succession Plan
Cash-Flow Planning
Tax Planning
Insurance Assessment
Goals-Based Saving
Business Financial Planning

Estate Planning:

Will Planning*
Trust Planning*
Wealth Transfers*
Charitable Giving
Family Limited Partnerships*
High Net-Work Consulting

[1] Investment News, ,2021

*InVestra and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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