Women & Wealth

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Women & Wealth at Finivi

Whether you are recently divorced, widowed or just simply looking for financial advice geared more towards the unique planning needs of a Savvy and Independent Women, you have come to the right place. Meet our highly engaged, supportive and experienced women and wealth advisors who are passionate about helping other women who find themselves at a crossroad in their lives.

Katie Moore, CDFA (Read Bio >>)

Katie has over 10 years of experience empowering independent women, newlyweds, and women in transition due to a divorce, death of a spouse, career change, or other life event to expand their knowledge and build their confidence regarding money and investing.

As a Certified Divorce Financial Analyst she specializes in providing financial guidance to women who may be contemplating or currently going through a divorce.

Catherine Gareri (Read Bio >>)

Cathy has over 25 years of experience helping women who need help planning for a successful transition into retirement, who are recently widowed, dealing with an illness, or looking to create customized estate planning and asset protection strategies.

She is passionate about creating enduring relationships through her unhurried way of truly getting to know her clients and providing thoughtful guidance in a genuine, caring and impactful way.

Amazing things happen when women team up – especially when they come to us with a strong desire to change their financial futures, expand their knowledge and build their confidence regarding money and investing. Empowering women with the tools they need to be financially independent is where we really make a difference in the lives of everyone we work with.

Who We Work With and How We Can Help

Working Professionals

You work for what you earn. And you work hard. Between all the responsibilities you juggle and the obligations you must meet in your personal and professional life, you don’t have a lot of time left to add on another full-time job of being your own financial planner.

You deserve someone to work for you, who will also make sure your money is working just as hard.

Dealing with Divorce

No matter how your relationship ended, divorce is difficult on countless levels. It can be stressful, mentally demanding and emotionally taxing.

Once you start the planning and rebuilding process, however; you may find it liberating to shed some aspect of your former life and transition to the next chapter on your life’s journey.

Recently Widowed

It’s a worst-case scenario for many of us, but if you find yourself facing this new reality, reach out. We can help you understand the decisions you may (or may not) need to make around your financial situation.

There’s no denying experiencing the loss of a spouse is a life-altering event, but you don’t have to deal with figuring out the finances on your own.

Newlyweds and Young Professionals

Many young professionals coming out of college struggle with student loan and credit card debt, which can be a significant hurdle when they decide to get married or start a family. We get it. We help newlyweds, and young families better understand their finances, as individuals and as a couple, and facilitate the necessary conversations about money, debt, and their financial future.

From these conversations, we create action plans delivered in bite-size pieces, along with ongoing coaching and financial advice that helps guide them to achieving the life they want for themselves and their families.

Let's Get Started >>

Our Recent Articles on Women & Wealth

10 Ways to Help Kids Deal With Divorce

Divorce is an earth-shattering experience for any couple to go through. In some ways, though, it’s worse for their kids because they were not a part of the decision for the breakup. Parents often try to stay together for the sake of the kids even when the marriage clearly isn’t working. Finally, they admit that…

Alimony Tax Rules are Changing

The sweeping changes under the Tax Cuts and Jobs Act (TCJA) of 2017 affect many aspects of our federal tax system. One major adjustment for many divorcing couples is how spousal alimony will be treated. Definition of Alimony Let’s begin by first defining alimony. According to the IRS, alimony is amounts paid to a spouse…

5 Financial Tips Before You Remarry

When you’re in the throes of a divorce —particularly an acrimonious one with messy finances — the last thing you want to think about is walking down the aisle again. However, after a few years and with a bit of perspective in the marital rear-view mirror, you might meet someone who makes you want to…

Estate Planning Checklist For Young Families

Planning for the future is not always top priority for young families. When you’re wrangling a toddler, planning beyond next Tuesday can feel like an exercise in futility. Estate planning, however, means that if anything happens to you, your family is protected. Having basic documents in place may be able to help you minimize or avoid…

Top 5 Tips to Master Being an Entrepreneur as a Single Parent

As if being a single parent wasn’t stressful enough, being an entrepreneur completely changes the game. Balancing daycare, doctor’s visits, and school functions alongside running your business is tough. If you’re already a single parent and small business owner, you know the sum of things and people that need your attention is colossal. Failure to…

Divorce and QDRO: Protecting Your Finances

It is no secret that getting a divorce can be financially detrimental—especially to women who are divorcing men.  Many women experience a lower standard of living after divorce, and about 20% fall to the poverty level.  If you haven’t been working outside the home, or have gaps in your work history, it’s especially important to…

What Should Happen to The Home if You Divorce?

Divorce brings a multitude of changes to your life. One of the most obvious changes is a new living arrangement. You and your soon-to-be ex will now be living separately—so who stays in the home and who goes? What should you do? As you work through the terms of you divorce agreement, consider these things…

How to Ask For a Raise And Get Paid What You’re Worth

You have been working really hard. You know that you deserve more than what you are currently making at your job. But where do you go from here? How do you go about asking for a raise to get paid what you’re worth? Here are a few tips to keep in mind to help you…

Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

Catherine Utley

Fun Facts About Me

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

Herbert Kyles

Fun Facts About Me

When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.

Anne Hawkins

Fun Facts About Me

Steve Taylor

Fun Facts About Me

Sarah Kupec

 

Cathy Hession

Fun Facts About Me

When away from the office, Cathy enjoys working out and participating in the 26.2 mile Jimmy Fund Marathon Walk each September.

Kieran Lavery

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