A DEDICATED ADVISOR
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.
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 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, and help you move toward financial wellness. Celebrating our 20th Anniversary in the business, we are going back to a tradition started early in Ms. Eckerson’s career as the Estate Doctor. The educational resources you will find on this site 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. Let us know if you have questions. We are here to help!
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!
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!