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Women in Transition

Guiding women through life transitions.

We have extensive experience assisting women during times of change and find satisfaction knowing we can help when you need us the most.

Losing a spouse, through death or divorce, can be a difficult and complicated experience with real financial implications. Many spouses use this period to rethink financial advisor relationships; up to 98% of spouses transfer their assets to another advisor upon the loss of a partner.

Financial planning for women at any stage of life often requires a more tailored approach because their financial journeys can differ significantly from other clients. Women may face unique challenges such as longer life expectancy, career breaks for caregiving, and the need to balance family priorities with personal goals. A skilled financial advisor understands these dynamics and works to create strategies that seek to address income longevity, retirement security, and wealth preservation—empowering women to pursue financial confidence and independence.

Navigating together.

Life is full of unexpected twists and turns, and Tennant Financial is here to help you navigate the financial and emotional aspects of these transitions.

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1 Bank of America, Women, money, confidence: A lifelong relationship, 2022

2 Northwestern Mutual, Planning & Progress Study, 2023

60% of women 65+ report being financially confident.

Only 48% of those 55–64 do.1

7 of 10 women feel confident talking to a financial advisor

and just 41% are comfortable investing in stocks on their own. 1

58% say they don't have a long-term financial plan

that factors for up and down economic cycles. 2

Your financial journey, your way.

Your financial journey, your way.

We understand that our female clients in transition have varying needs, goals and experience. Maybe you’ve been an active participant in your financial planning and want to revisit that plan based on changed circumstances. Maybe you want greater support and guidance in learning the ropes of your new financial reality and establishing a plan you can call your own.

Your Tennant Financial team is here to help you take ownership of your financial future and feel more assured about where you stand today.

Common questions before, during and after a major transition include:

Common questions before, during and after a major transition include:

  • What financial items do you need to worry about now and which ones can wait?
  • How do you invest now that your circumstances and perhaps your needs and goals have changed?
  • How can you feel most comfortable making investment decisions alone?
  • How do you set limits on the loved ones in your life who feel entitled to some of your assets or just want to help?
  • Can you afford to stay in your home and maintain your lifestyle?
  • How can I be most tax efficient?
  • How can I make financial decisions while maximizing flexibility to accomodate future changes in my situation, or my thinking - as everything is still so new?