Preview Mode Links will not work in preview mode

Welcome to Widow, Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard earned assets and live a life of financial success, then this is the show for you.

If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity.

Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.

Visit her website at or get in touch by calling 215-948-3945.

Mar 2, 2023

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? 

In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions. 

Here’s some of what we’ll discuss in this episode:

  • The financial personality is scarred from something that’s happened to them in their financial journey. (1:55)
  • How we work with people that over-analyze to the point of being unable to make a decision? (5:55)
  • The do-it-yourselfer does a good job but are they able to understand every piece of the financial puzzle?  (9:31)
  • The person that buries their head in the sand to avoid having to learn everything about their portfolio. (15:00)

Get additional financial information: