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Who We Serve

We serve everyone, but especially women in transition. Serenity Financial Planning provides comprehensive wealth management and financial planning services with a thoughtful, sensitive approach. Whether you’re recently widowed, divorced, or preparing for retirement, we can help you navigate your new season of life.

Women in Medicine

Women in Medicine

If you’re a woman in the medical field, you face the challenges of managing your finances and planning for retirement while working within a demanding field. Financial planning requires a great deal of attention from you, but your profession demands even more of your time. At Serenity Financial, we help you create a road map to retirement.

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Widows & Widowers

Widows & Widowers

Regardless of how it happens, it can be shocking for any man or woman to experience the transition into becoming suddenly single. And for many women, divorce or widowhood presents many challenges, both emotionally and financially. Dealing with sudden wealth management decisions from the loss of a spouse isn’t easy, but we’re here to help you.

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Women in Business

Women in Business

Owning your own business can give you great freedom and power in life. But it also comes with great responsibility. The problem is that while you pour your heart and soul into your business, taking care of your customers and employees, and casting a vision for the future of your company, your personal finances have taken a back seat to your business needs. 

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Women Experiencing Divorce

Women Experiencing Divorce

Women experiencing divorce are undergoing one of life’s biggest transitions. We want you to succeed and navigate the various parts of divorce the right way, so we work to make the process as smooth as possible for you while providing the support you need and deserve.

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