Women in Transition
Financial Planning for Women in Transition Divorce, Widowhood & Life Changes
Moving Forward After Divorce
We start by helping you uncover your new financial picture—your income, expenses, assets, and priorities.
Rebuild your budget with confidence
Understand how to divide or manage retirement accounts and property
Evaluate the long-term impact of settlement options
Navigate taxes, alimony, and support
Create a retirement and investment strategy designed for you
You’ve already made it through a major life shift. Now let’s help you build what comes next—with support, simplicity, and a solid financial foundation.
Moving Forward After Loss of Spouse
We start by helping you understand your current financial picture—from income and benefits to investments and expenses.
Claim life insurance, survivor benefits, or Social Security
Review joint accounts and ownership changes
Manage inherited IRAs or retirement accounts
Adjust your financial plan to fit your new goals
Plan for long-term care, retirement, or legacy giving
You’re not alone in this. We’ll help you move forward with grace, clarity, and the confidence that your financial life is still in your hands.
Career & Business Transitions
Re-entering the Workforce
Whether you’re going back to work after raising children, or simply making a fresh start, we help you take control of your finances.
Create a new budget based on your current income and expenses
Understand employer benefits and how to make them work for you
Rebuild retirement savings—even if you feel behind
Plan for taxes, debt repayment, and future financial goals
Gain clarity on how your new path fits into your long-term plan
Starting or Growing Your Own Business
We help you lay a solid financial foundation to support growth and sustainability for you & your business.
Create a new budget based on your current income and expenses
Understand employer benefits and how to make them work for you
Rebuild retirement savings—even if you feel behind
Plan for taxes, debt repayment, and future financial goals
Gain clarity on how your new path fits into your long-term plan
Simple Strategies LLC© 2025 All Rights Reserved. Advisory services are offered through Promontory Financial Planning, a Registered Investment Advisor. The content on this website is for informational and educational purposes only and is not intended as personalized financial, investment, tax, or legal advice. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional regarding your individual circumstances.
Financial Planning in Utah focused on creating simple strategies to manage your complex life.
Connect with us
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801-941-8612
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