At Springwater Wealth, we specialize in helping women who are managing their finances on their own after the loss of a spouse or the end of a marriage.
For more than 20 years, women have turned to Springwater to navigate some of life’s most complex financial transitions. These transitions can bring unfamiliar decisions and new responsibilities at a time when clarity and support matter most.
A Financial Guide During Life’s Most Difficult Transitions
Our role is to simplify the financial process and provide guidance you can rely on. Our work goes beyond managing money. We help you understand your options, avoid missteps, and move forward with a plan that reflects your life today and where you want to be tomorrow.
Practical, Personalized Financial Guidance
Whether you’re planning for retirement, adjusting your investments, or re-evaluating your tax strategy, we’ll walk through each step with you to help sure nothing critical is missed.
Our approach can help you:
- Understand where you stand and what steps to take next
- Avoid costly financial mistakes with a personalized plan
- See how your financial resources can support the life you want
What You Can Expect from Working With Us
We focus on helping you feel informed and confident about the decisions ahead. Our goal is 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 your financial plan reflects your priorities and that nothing important has been missed.
Services Built Around Your Life and Priorities
Our services are comprehensive and tailored to each client’s specific needs. Your financial plan may include:
- 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: Coordinate with your attorney so that your estate goals align with your financial plan.
- Tax Planning: Build a more tax-efficient financial life.
Decades of Experience
Springwater is led by Terry Donahe, CFP®, CDFA®, and Jim Corbeau, MBA, CFP®, CDFA®, who bring deep expertise in financial planning and transition support. Terry earned his undergraduate degree from Stanford University, while Jim holds degrees from the University of California, Berkeley and the University of Wisconsin. Together, they work with clients across the country, with strong roots in the Pacific Northwest and Northern California.
Ready for a Conversation?
If you’re now managing your finances on your own after loss or divorce and want clear, professional guidance, we’re here to help. Contact us to schedule a free consultation.