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.

Before you close a joint account during divorce, here’s what to check first:✅ Any auto-payments or subscriptions tied to...
09/16/2026

Before you close a joint account during divorce, here’s what to check first:

✅ Any auto-payments or subscriptions tied to it
✅ Whether it’s linked to a joint credit card
✅ Your name on any remaining shared bills

Small steps like these make a big difference.

Follow along for more financial literacy tips for life’s big transitions.

09/16/2026

Some moments completely change the trajectory of your life. Divorce is one of those moments.

Divorce changes your finances in ways no one really prepares you for: new budgets, new accounts, new decisions to make solo.

One of our advisors, Kate Moseley Serenity Life Transitions, is a Certified Divorce Financial Analyst and Certified Divorce Specialist. She offers free financial literacy education and divorce financial planning to help you get organized and feel steady again, one step at a time. 🌱

Click the link in her bio to book a free consultation.

Divorce paperwork can feel overwhelming when you don’t know where to start. Here are 3 documents worth gathering early; ...
09/15/2026

Divorce paperwork can feel overwhelming when you don’t know where to start.

Here are 3 documents worth gathering early; before things get more complicated than they need to be.

Swipe through, then follow for more practical financial tips as you navigate what’s next.

There’s a lot of misinformation floating around about divorce and money; like the idea that everything automatically spl...
09/10/2026

There’s a lot of misinformation floating around about divorce and money; like the idea that everything automatically splits 50/50.

The truth is more nuanced, and knowing the difference matters.

I share clear, judgment-free financial literacy tips for people navigating divorce and other big life transitions.

Follow along so you’re not guessing when it counts.

Divorce changes your finances in ways no one really prepares you for; new budgets, new accounts, new decisions to make s...
09/10/2026

Divorce changes your finances in ways no one really prepares you for; new budgets, new accounts, new decisions to make solo.

That’s exactly why I started Serenity Life Transitions: free financial literacy education to help you get organized and feel steady again, one step at a time. 🌱 Link in bio to book a free consultation.

Divorce comes with a hundred financial questions at once; what to do with joint accounts, how to budget on your own, whe...
09/09/2026

Divorce comes with a hundred financial questions at once; what to do with joint accounts, how to budget on your own, where to even start.

Serenity Life Transitions offers free financial literacy education to help you get organized and make sense of the next steps.

Book a free consultation and leave with a clearer picture of where you stand.

When your life changes suddenly, whether through divorce, the loss of a spouse, or a major career shift, your financial ...
09/08/2026

When your life changes suddenly, whether through divorce, the loss of a spouse, or a major career shift, your financial habits and beliefs get put to the test. Unfortunately, a lot of the “common wisdom” people carry about money turns out to be more myth than fact.

These beliefs don’t just cause confusion; they can lead to costly delays, missed opportunities, and unnecessary stress at an already difficult time.

Here are five of the most common money myths that hold people back during life transitions, and what to do instead.

08/31/2026

Whether you are traveling the world, enjoying a comfortable retirement, or spending more time on the golf course, every worthwhile dream requires a thoughtful financial strategy.

At TimeWise Financial, we help align your wealth with your purpose & vision for the future.

What is one dream or goal you have for your future retirement? Let us know in the comments! 👇

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! 📲

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3380 Trickum Road
Woodstock, GA
30188

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