Holistic financial planning for sudden money

Serene Wealth Planning is a boutique financial planning firm focused on empowering individuals who are new to managing their finances.

You find yourself embarking on a new chapter. If you’re like many of our clients, the death of a spouse, a recent inheritance, or a divorce has thrown you into the financial driver’s seat. You are experiencing a newfound responsibility when it comes to your finances and it is scary, overwhelming, and intimidating. At this stage in your life, you can’t afford any financial missteps. You may be asking yourself:

• I know I need to get organized, but where do I even begin?

• Where is my money going each month?

• How much should I be saving?

• Will I ever be able to retire?

At Serene Wealth Planning, we specialize in helping individuals get their organized and stay on track. Let us empower you to embrace this new chapter, take control of your finances, and build a stronger financial future.