Financial Guidance for Women Starting a New Chapter
Clarity Starts with a Plan
It can be an overwhelming time when you’ve lost your spouse or experienced a divorce. You’re expected to make major financial decisions alone without a clear picture of what the future holds. You might be:
- Feeling unsure about where to start or what’s most important
- Worried about making mistakes or eventually running out of money
- Wondering if your resources can support your independence as well as the people and causes important to you
At Springwater Wealth, we’ve helped women through transitions like this for more than 20 years. When you partner with us, you’ll have experienced guidance that helps you understand where you are today and feel confident about what’s ahead.
Financial Guidance for the Next Step
We’re here to help you:
Feel Seen and Heard
Work with professionals who meet you where you are – at your pace, with your goals in mind.
Gain Clarity
Understand where you stand, what’s possible, and what comes next.
Move Forward with Confidence
Rest easy knowing that your financial plan reflects your priorities and nothing critical has been overlooked.
How It Works
Listen & Understand
Our process starts with learning your story, your
concerns, and your goals.
Build Your Plan Together
You receive a tailored financial roadmap created around your new life.
Support Along the Way
Feel supported at every step – with professional financial advice to help empower you.
Services
Financial Planning
Create a plan that reflects your life today and where you want to be tomorrow.
Investment Management
Align your portfolio with your goals, timeline, and comfort with risk.
Retirement Income Planning
Help turn your savings into sustainable income.
Cash Flow & Budgeting
Know what’s coming in, what’s going out, and what’s possible.
Estate Planning
Feel confident that your legacy reflects your wishes.
Tax Planning
Avoid surprises and make informed decisions.
Principal & Co-Founder
Principal & Co-Founder
About Springwater Wealth
At Springwater Wealth, we specialize in helping women achieve financial security after the loss of a spouse or divorce. For more than 20 years, women have turned to Springwater to navigate some of life’s most complex financial transitions.
Our work is about more than managing money. It’s about helping you feel informed and confident about the decisions ahead. Whether you’re planning for retirement, wondering about your investments, or trying to make sense of taxes, you receive comprehensive guidance that’s grounded in real-world experience and practical insight.
Jim graduated from the University of California, Berkeley with an undergraduate degree and the University of Wisconsin with an MBA. Terry graduated from Stanford with an undergraduate degree. Both hold the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® designations.
We serve clients nationwide, with a strong presence in the Portland and Bay Area communities.
Is Springwater Wealth Right for You?
We may be a good fit if you:
- Are starting a new chapter and seeking professional financial guidance to help you move forward
- Have $1 million or more in investable assets and want your money aligned with your goals
- Prefer a long-term relationship with a knowledgeable advisor you can trust to handle the details
Get the professional support you need to move from financial uncertainty to confidence. Contact us today.
Ready to Take the Next Step?
OUR ADDRESS
5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
OUR PHONE
(888) 998-4796
OUR EMAIL
questions@springwaterwealth.com
CONNECT WITH US
Want to keep up with the latest news from Springwater? Follow us across our social networks.