Suddenly Single Wealth Management strives to be the most trusted and respected financial boutique for women in transition on the Monterey Peninsula. We are designed to address the needs of those who are Suddenly Single, Turning Single and/or looking for a co-pilot approach to achieving financial wellness in an ever-changing and stressful world.
An educator and a dedicated advisor with 30+ 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.
An educator and a dedicated advisor with 30+ 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.
Services
One of our greatest strengths is the comprehensive team that we have assembled to serve and support each client. We specialize in working with clients that desire a single point of contact for all of their financial matters. This approach is effective because we maintain a deep understanding and awareness of your entire financial picture to provide clarity and simplification in your financial life.
Our goal is to help you relax by providing guidance through life's changing circumstances. Suddenly Single Wealth Management is uniquely designed to meet the needs of those who are looking for a partner approach to their financial affairs. We want you to be comfortable opening up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions.
Our financial planning* process strives to reflect all of your financial goals and characteristics while simplifying your financial life. Our approach is not centered on specific financial products, but on solutions. Financial planning* extends beyond investments and should include any factor that can impact your financial situation.
Access our monthly Market Review* commentary which provides a simple, easy-to-understand assessment of the economy and financial markets. The economy's real growth supposedly slowed down to a tepid two percent annualized rate in the third quarter. However, the markets thought the annualized rate would come in above two and a half percent so, when it didn't, investors took action, and bond market yields reacted.
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