ARE YOU READY FOR THE ROAD AHEAD?
Your financial freedom starts here. A trusted relationship with your financial transition coach is the first step.
FINANCIAL COMFORT COMES THROUGH CONFIDENCE. OUR MISSION IS TO HELP YOU GET THERE.
HerStory Financial is rooted in providing comfort to clients during their time of need. Whether you've just experienced a major loss and are now processing financial responsibilities in addition to grief or you're looking to set up your family for financial success, let us be your guide. With over three decades of experience in wealth advisory and corporate banking, you can enjoy peace of mind during your financial transition.
WHAT IS A FINANCIAL TRANSITION COACH?
A financial transition coach is a trusted advisor brought in to navigate your financial needs prior to or during a shift in household financial roles. HerStory works primarily with individuals who are widowed, divorced or find themselves head of household. Through identifying financial goals, what is important to the family and organizing necessary procedures, HerStory Financial provides peace of mind and confidence during an otherwise difficult time.
SCOPE OF SERVICES
FUNERAL ARRANGEMENTS - TAX PREP ORGANIZATION - DEATH CERTIFICATES - DOCUMENT ORGANIZATION - MANAGING BANK ACCOUNTS - LEGACY PLANNING - MANAGEMENT SUCCESSION FOR BUSINESS OWNERSHIP - FAMILY COMMUNICATION - BILL PAY - DATA STORAGE - AND MORE
A TRUSTED RELATIONSHIP
The client-financial coach relationship is built on a foundation of trust and understanding. HerStory prioritizes the start of this relationship through understanding the values, priorities and things that mean most to you in order to determine financial steps that will benefit you and your loved ones.
DOCUMENT ORGANIZATION AND FILING
Identifying and organizing necessary paperwork can seem overwhelming in any circumstance, and especially magnified when going through a period of grief or transition. HerStory alleviates this stress by sorting and prioritizing required paperwork and keeping track of everything on your behalf.
ONGOING FAMILY CARE AND FINANCIAL MAINTENANCE
HerStory promises on-call availability for all clients throughout the entire financial transition as well as after. We're here to support you day and night for your financial organization needs and beyond. Should you need guidance in a financial decision, routine filing or simply a liason for family communications, we're here to help!
"When my husband passed Dana worked alongside my lawyer and accountant to get me through the process. She communicated with my other advisors to make sure the details were handled - from identifying the bills to find accounts to talking with family. Dana had worked with us years prior as our trusted family advisor focusing on my husband's businesses. With his passing she became my trusted coach. Transition coach just about covers it.