Serenity Life Transitions

Serenity Life Transitions Kate Moseley, CDFA®️CDS®️
Financial clarity for life’s most pivotal moments
It's time to take care of you.

Layoffs are definitely life changing. Reach out to TimeWise Financial to help guide you through your options.
08/19/2026

Layoffs are definitely life changing. Reach out to TimeWise Financial to help guide you through your options.

Spectrum day is here, and those who get it, get it. 😉 If you see signs that your company is preparing to restructure and perhaps even lay employees off, we suggest getting ahead by having a conversation about your financial situation.

We can help analyze your investments (company 401(k), stock options, and RSUs), savings & cash flow, and unused company benefits to help you get the most out of the time you've invested in your career. Layoffs are scary, but preparation can make a difference.

Call us if you'd like to talk: (770) 420-2954.

Financial Mistakes to Avoid After Losing a SpouseThis one should feel very reassuring rather than scary. The message is ...
08/19/2026

Financial Mistakes to Avoid After Losing a Spouse

This one should feel very reassuring rather than scary. The message is essentially: “You don’t have to make every decision right now.”

To learn more, reach out for a free consultation call. Link in bio! 📲

Divorce can definitely make you feel like everything is a big 🥔. It’s overwhelming and you can feel like you just don’t ...
08/06/2026

Divorce can definitely make you feel like everything is a big 🥔.

It’s overwhelming and you can feel like you just don’t know where to start.

I’m good 🥔 sorter. 😆 Let me help you pick through and prioritize.

🚨NEW BLOG POST Losing a spouse or partner is one of the most painful experiences a person can go through. In the middle ...
07/30/2026

🚨NEW BLOG POST

Losing a spouse or partner is one of the most painful experiences a person can go through. In the middle of grief, the last thing you want to think about is money.

And yet, certain financial tasks simply can’t wait. Bills still come. Accounts still need attention. Decisions still have to be made.

Check out my latest blog on what to do in the first 30 days. 🔗 in bio

07/29/2026
Losing a spouse changes so much. And for many women, it also means suddenly becoming responsible for financial decisions...
07/28/2026

Losing a spouse changes so much. And for many women, it also means suddenly becoming responsible for financial decisions they may have never handled before.

If that’s you, please know this: You don’t have to know everything today.

Start by understanding where things are, what you own, what you owe, and who you can trust to help guide you. Small steps lead to confidence.

If you know someone navigating widowhood, consider sharing this post with them. Sometimes the greatest gift we can give is helping someone feel a little less alone.

🤎 Save this post for when you need it.
🤎 Share it with someone who may benefit.

Sign up for FREE downloads of mid and post divorce budget trackers! Whether you are mid-divorce and want to come up with...
07/21/2026

Sign up for FREE downloads of mid and post divorce budget trackers!

Whether you are mid-divorce and want to come up with a way to track expenses or you are newly divorced and want to start fresh, a simple spreadsheet can help get you clarity.

Having a realistic budget of what is being spent and where, is crucial to making better financial decisions.

See 🔗 in bio!

07/11/2026

Embracing my heritage and rooting for today!! 🇳🇴 ⚽️😆

The end of one chapter doesn’t have to define the rest of your story.When you’re ready, choose yourself. Take the first ...
07/08/2026

The end of one chapter doesn’t have to define the rest of your story.

When you’re ready, choose yourself. Take the first step, make the plan, and start building the life you deserve.

Your next chapter starts with one decision.

Address

3380 Trickum Road
Woodstock, GA
30188

Alerts

Be the first to know and let us send you an email when Serenity Life Transitions posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share