Our Services
Clear guidance for one of the most financially complex moments of your life.
Whether you're navigating divorce or managing finances after losing a spouse, the decisions you make right now matter — a lot. I work with women in the middle of these transitions to help them slow down, understand their options, and make smart, informed choices they won't regret later.
Schedule a Free Consultation"We'll start with a free consultation — by phone or video — where you share what's going on and I listen. No pressure, no homework, no commitment."
— Julie, Redesign Wealth PlanningTwo core services.
One steady guide.
Every client relationship starts with understanding where you are. From there, we work together on the areas that matter most — whether that's building a financial plan from scratch or making sure your investments are working for the life you're building now.
Financial Planning
When your financial life is being reorganized — whether through divorce or the loss of a spouse — a financial plan isn't a luxury. It's how you protect yourself.
We start by building a clear, complete picture of where things stand: what you have, what you're entitled to, what's at risk, and what needs to happen first. From there, I create a personalized plan designed specifically for where you are right now — not a generic template, but a real strategy built around your situation.
- Understanding and dividing assets during divorce
- Navigating beneficiary changes and account transfers after loss
- Building a budget that works on your income alone
- Protecting yourself with the right insurance coverage
- Planning for retirement on your own timeline
- Reducing taxes on settlements or inherited assets
- Simplifying and organizing your accounts
As your life stabilizes and changes, your plan does too. I'm not here for one meeting — I'm here for the long haul.
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Investment Management
Investment management isn't just about picking funds. It's about building a strategy that supports your life — especially when that life has just changed significantly.
If you're rebuilding after divorce or navigating finances after losing a spouse, your investment strategy needs to reflect where you actually are — not where you were. We design portfolios around your goals, your timeline, and your real comfort with risk. Your investments are monitored regularly, rebalanced when needed, and adjusted as your situation evolves.
You'll always understand what you own and why you own it. No confusion, no jargon — just clear, steady guidance so you can make decisions with confidence.
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