DEDICATED ADVISOR WRITES BOOK

For decades, Suddenly Single Wealth Management® strived to become the most trusted and respected financial boutique for women in transition on the Monterey Peninsula.  The firm was designed to address the needs of those who were Suddenly Single® , Turning Single® and/or looking for an Educational, co-pilot approach to achieving financial wellness in an ever-changing and stressful world. And, now, it is time to Publish an easy-to-understand book about what Ms. Eckerson learned and what she would like to share with women everywhere!

About the Author …

 
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An educator and a dedicated advisor with 25+ years of financial experience, Kathy Eckerson knows the value of listening carefully while encouraging questions. She has personally experienced the challenge of loss and divorce, and believes that by being actively involved in clients' personal finances, they increase their sense of well-being. 

Change Everywhere: to the economy, the world, the market, and our relationships can bring enormous stress to our personal lives. We are all tired of reading about the financial stress which surrounds us. 

Let Suddenly Single Wealth Management® help you get back to the day-to-day basics of learning how to create a healthier financial environment for you as you move toward financial wellness.  Celebrating her 25+ years in the business, Ms. Eckerson has retired and is going back to a tradition started early in her career as the Estate Doctor®.  The educational resources you will find in her new book are designed to help you improve your financial health and grow your real wealth in the true sense of the term. 

It is time to get back to the basics of learning how to create a healthier financial environment for ourselves.  Each Chapter includes real life stories of clients Ms. Eckerson helped along the way which helps you apply what you’ve just read about.

 

A TRUSTWORTHY PARTNER: For 25+ years, Suddenly Single Wealth Management® has been a well respected local financial boutique which listened before speaking, encouraged questions, and provided clarity to increase understanding. Kathy understood the technical aspects of financial planning, as well as the emotional aspects of transition and change, whether you found yourself Suddenly Single®, or simply in Transition.

AN EFFECTIVE COMMUNICATOR: Are you feeling overwhelmed and in unfamiliar territory? Benefit from reading about how Ms. Eckerson worked closely with clients to develop a defined plan of action. Clients weren’t alone in their journey. Ms. Eckerson acted as their Suddenly Single® financial co-pilot. Clients like you had someone they could trust to help them with their Journey.

EXPERIENCED: Suddenly Single Wealth Management® was created for women who found themselves in transition … divorced, widowed, new job, having to move, new relationship, pre-retirement and retirement. A team member was always there to help.

DEDICATED PROFESSIONAL: Suddenly Single Wealth Management® consistently strived to provide a superior client experience (caring, patient, nurturing, analytical, educational and communicative) in a Holistic management approach.

Ms. Eckerson has 25+ years of financial experience providing efficient personalized services, and has also personally experienced loss and divorce. In other words, she has lived through and understands the Suddenly Single® journey and how to thrive as a “ME.” As she advocated … While once we were a “WE,” we can regain our life as a self-assured “ME.”

COMING SOON … Ms. Eckerson is actively working to bring her experience, education and training to YOU in an easy-to-understand and helpful reference book to guide you through personal loss and on to a better, self-directed journey to financial wellness. Hope is on the way!

And, in the meantime, see Ms. Eckerson’s Suddenly Single Wealth Management® website of many years (below) as an example of what an experienced Financial Advisor might be providing to you as you move forward in your financial recovery. Hope is on the way!

HELPFUL MARKET INSIGHTS

Access our monthly podcasts and Market Review* commentary which provide a simple,
easy-to-understand assessment of the economy and financial markets. Do you have specific questions? Feel free to send us a message below!

 

CONTACT US

It can be difficult to make financial decisions without access to information. To schedule a time to discuss your financial future, contact us below or call us at (831) 620-0520 today!