Donna S. Cates, CRPC, CDFA - Money Matters Wealth Solutions

Donna S. Cates, CRPC, CDFA - Money Matters Wealth Solutions Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Donna S. Cates, CRPC, CDFA - Money Matters Wealth Solutions, Financial Consultant, Birmingham, AL.

Women's Wealth Builder | Investment Advisor | Divorce Financial Strategist
Helping women claim their seat at the financial table
Because hope is not a financial strategy Welcome to Second Saturday: What Everyone Needs to Know About Divorce, the critically acclaimed workshop and community founded in 1989 by nationally renowned advocates/wealth managers Candace Bahr and Ginita Wall. Birmingham Secon

d Saturday is a workshop offered the Second Saturday in every month to help women become financially and emotionally independent before, during and after a divorce.

One missed payment on any of these, after the divorce, shows up on YOUR credit report.A divorce decree assigns responsib...
06/17/2026

One missed payment on any of these, after the divorce, shows up on YOUR credit report.

A divorce decree assigns responsibility. It does not remove your name from the lender's records.

Come to the Second Saturday Divorce Workshop or book a consultation with me and let's walk through your full financial picture together.

📌 Save this checklist. Share it with someone who needs it.
👇 Register at the link in bio or in the comments

🚨 FLASH SALE ALERT 🚨For a limited time, the Ultimate Divorce Toolbox is $50 OFF and once the clock runs out, it's back t...
06/16/2026

🚨 FLASH SALE ALERT 🚨

For a limited time, the Ultimate Divorce Toolbox is $50 OFF and once the clock runs out, it's back to full price.

Divorce, even when it's amicable, is undeniably tough. It's the unraveling of a life, a family, a home, assets, often friendships. But it's also a necessary step toward a life that aligns with your needs, goals, and health.

Maybe you've decided. Maybe you haven't. It doesn't matter, the worksheets inside help you organize your financials and resources so you have the essential information to move forward with confidence, no matter what you choose.

Here's the deal you don't want to miss 👇
✨ Originally $97 → NOW JUST $47
🔑 Use code DIVORCEBFF at checkout
⏰ This price disappears when the sale ends.

📩 Digital download, delivered straight to your inbox after purchase.

Don't wait until the price goes back up. Comment "TOOLBOX" or tap below to grab yours NOW. 👇

06/15/2026

Our new humongous American Flag now flying at Leeds Memorial Park.

"A man is not a financial plan." That's not anti-marriage. It's pro-awareness.In my 20 years as a Certified Divorce Fina...
06/15/2026

"A man is not a financial plan."

That's not anti-marriage. It's pro-awareness.

In my 20 years as a Certified Divorce Financial Analyst (CDFA®), I've sat across from hundreds of women who did everything right, raised the family, supported the career, kept the household running, and still couldn't answer one question: What do we actually own?

What does financial awareness in marriage look like? It means knowing your account balances, where retirement assets are held, what's in both names, and what your own credit looks like. Not because you expect divorce but because access to information is financial protection.

Financial dependence should never become a prison. Every woman deserves to understand her money well enough to make decisions from knowledge, not fear.

You're allowed to ask questions about your own financial life. You're allowed to participate in the decisions. You're allowed to protect your future and your marriage can be strong and transparent at the same time.

💜 If you're navigating divorce or simply want clarity about your financial life, my COMPLIMENTARY Second Saturday Divorce Workshop is where to start

🟣 You may also grab The Ultimate Divorce Toolbox, a step-by-step worksheets that help you organize your financials and resources, whether you ultimately move forward or not. Because walking in with the right information changes everything.

Check the links in my bio or in comment section 👇🏼

Are you making financial decisions with tax strategy in mind?Join us for the next session in our summer webinar series:📍...
06/14/2026

Are you making financial decisions with tax strategy in mind?

Join us for the next session in our summer webinar series:

📍 Tax Strategy in Action: Smarter Ways to Manage What You Keep
🗓 June 15 | 4:00–5:00 PM ET
🎤 Featuring Eric Alexander

Hosted by Money Matters Wealth Solutions and The Wealth Boutique in partnership with AssetMark, this one-hour educational webinar will cover practical insights to help you think more strategically about taxes and wealth planning.

This special 4-part series also includes conversations around:
✨ Unlocking liquidity through SBLOCs
✨ Donor-advised funds and intentional giving
✨ Private credit opportunities beyond traditional investing

Join us live, ask questions, and gain valuable insights you can apply now and in the future.

Reserve your spot by selecting Donna Cates as your Advisor in the link in the comments.

Today’s Navigating Divorce Workshop was a tremendous success, and I want to take a moment to express my heartfelt apprec...
06/13/2026

Today’s Navigating Divorce Workshop was a tremendous success, and I want to take a moment to express my heartfelt appreciation for our incredible professional divorce team, attorney Amber James and Psychologist Dr Deborah Wilder. Their insights and expertise provided invaluable support to everyone in attendance, making a challenging topic much easier to navigate.

If you're considering or currently experiencing divorce, I encourage you to join us for our next workshop on July 11. It’s a wonderful opportunity to gain knowledge, connect with others, and find the support you need during this time. Together, we can take the next steps toward a brighter future!

06/13/2026

Quick check-in: if a business is part of your divorce, this week’s homework is simple — pull every loan, line of credit, and financing agreement tied to that business and check for your name.

Knowing is always better than not knowing.

If you’re on something, we need the details — what it is, the balance, the repayment status. That info shapes your settlement.

If you’re not on anything? Peace of mind, just like that.

Either way, you deserve clarity before confidence. I’m Donna Cates, CDFA — let’s figure out where you stand. Link in bio 👇

What does it actually take to get through divorce without losing your footing, legally, financially, and emotionally?Thi...
06/12/2026

What does it actually take to get through divorce without losing your footing, legally, financially, and emotionally?

This month's Second Saturday Divorce Workshop gives you exactly that. On Saturday, June 13th from 9:00–11:45 AM CDT, three experts in law, finance, and mental health show up in one virtual room, just for you.

Meet your speakers:
Amber James — Family Law Attorney
Donna Cates, CDFA® — Divorce Financial Analyst
Deborah S. Wilder, Ph.D. — Licensed Psychologist

In under 3 hours, you'll leave with clarity on:
→ Your legal rights and what to expect from the process
→ How to avoid the most costly financial mistakes in divorce
→ How to support yourself, and your kids, through the emotional weight of it all

Seeing each of these professionals on your own could run you up to $1,000.
Here, you get all three in one morning, plus our follow-up class Second Helpings and Donna's ebook "Surviving the Storm", both included.

This workshop is built for women who are considering divorce or already in the middle of it.

You don't have to figure this out alone. The right experts are one click away.

Link to register is in the comments.

If you helped his business succeed, you deserve to know what it costs you to walk away from it.You didn't run the busine...
06/11/2026

If you helped his business succeed, you deserve to know what it costs you to walk away from it.

You didn't run the business. You didn't want any part of it in the divorce.

But you were a wife. You supported him. Maybe you co-signed once, years ago, just to help him get off the ground.

And now that signature is the most expensive thing in your settlement.

This is the financial reality of divorce that no one prepares women for and it is not your fault that you weren't prepared.

But it is something we can fix. Right now. Before you finalize anything.

In my 20 years of working with women through divorce, this is one of the most common and most devastating surprises I see. Not because the damage can't be managed, but because it almost always could have been avoided with the right conversation at the right time.

Book a complimentary consultation, we'll look at what's in your settlement, what's attached to your name, and what you actually deserve.

📌 Save and share, you may know someone who needs this right now.
👇 Link in bio or in the comments

You signed that loan because you were a partner. Because that's what you do when you're building a life with someone.And...
06/10/2026

You signed that loan because you were a partner. Because that's what you do when you're building a life with someone.

And now you're walking into a divorce not realizing it's still walking with you.

This is the conversation most attorneys never have with you. It's the one I have every single day.

Your divorce decree does not remove you from a loan. Only the lender can do that.

If no one has told you this yet, my new video is for you 👇🏼

Check the link in the comment section

Address

Birmingham, AL

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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