Oct 5, 2021
We are excited to introduce Widow, Wisdom, and Wealth with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into financial advising to help others. Her business, Sephton Financial, focuses on families in transition that need assistance navigating their finances.
She works with divorcees, widows and widowers, career changers, and anyone else facing major life changes. With her new podcast, she is hoping to spread knowledge about financial stability and independence. Today, we will learn a bit about Donna, her business, and her approach as a holistic financial advisor.
0:52 – Introducing Donna
1:37 – About the title of the podcast
3:43 – What does it mean to be a financial advisor?
5:19 – Background in finance
6:08 – Growing up in Philadelphia
6:42 – What Donna loves about her hometown
8:11 – Living abroad
10:00 – Long distance running
11:33 – About Donna’s business and clients
14:09 – Being a holistic advisor
16:08 – Last thoughts from Donna
Schedule A Call: https://calendly.com/donnakendrick