Everyone at some point will experience a transition in their lives. Some we can plan for - like heading off to college, getting married, or setting a date for retiring. Other times, transitions come unexpectedly. Charlene is passionate about helping women and men navigate life’s transitions and the financial choices these changes can bring, whether they are planned or unexpected. Her own life experience of divorce, single parenting, care giving to parents, a second marriage and blending families, and now widowhood, have provided perspective as well as empathy for individuals experiencing similar paths.
Blending financial and personal wellness in her approach to guiding clients she notes, “Focusing on what you can control and learning to accept what you cannot is challenging! Financial wellness and personal wellness go hand in hand.” Her goal is to coach clients so each will gain the confidence and perspective to live well in any circumstance.
Charlene has been an advisor with The Speakman Financial Group for 19 of her 32- year career in financial services. Her credentials include Certified Funds Specialist (CFS), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). She is most proud of her daughter, Erica, and granddaughter Riley; but grandson Dayton, makes her smile the most! Spending time with family, sipping wine with friends, and long motorcycle rides on two lane black-top country roads are a few of God’s gifts which renew her spirit.