SUDDENLY SINGLE

Some of life’s most stressful and traumatic events happen when we least expect them and are least prepared. If you find yourself ‘suddenly single’ either through widowhood or divorce proceedings, know that Jennifer Berdell, CFP ®, CDFA ® has the expertise in assisting you to navigate the financial implications of these events and planning for your future security.

Jennifer Berdell, CFP®, CDFA®

Meet Jennifer

Jennifer serves as Director of Financial Planning and Wealth Management at Kinloch Capital. A financial professional for over 25 years, she has served her clients most recently as a Certified Financial Planner™ for two decades and previously as a Trust Officer and Municipal Bond Analyst early in her career. Her experience allows Jennifer to bring a comprehensive approach when working with and guiding clients. She was recently named as a finalist for the 2023 RVA Power Women Awards for Banking and Finance.

Her Story

After experiencing a divorce herself, Jennifer realized her financial planning expertise could benefit other women. Having earned the CDFA® designation, Jennifer offers financial coaching to empower women who are going through a divorce or loss. She helps women take charge of their financial world and build a team around them that will offer long-term support and sometimes even friendships.

Suddenly Single Happy Clients

Sally

Former Suddenly Single Client,
Current Kinloch Capital Client

“I can’t stop thinking how wonderful you & your Team have been to me throughout the past 2 years of my Divorce proceedings. I have complete trust in you and know you sincerely have my best interest as your top priority.”

Martha

Former Suddenly Single Client,
Current Kinloch Capital Client

“You probably don’t have any idea how much your support, expertise, and kindness have meant to me. I remember the first time I spoke with you; I was so relieved after our conversation. Those were dark days, and connecting with you was huge for me, and has remained so.”

Kay

Former Suddenly Single Client,
Current Kinloch Capital Client

“I am eternally grateful we met when I was going through divorce; frightened, overwhelmed and unsure of what to do next. You were a safe place in the middle of the storm. Not only did you take the reins and help me with my finances, you guided me through all of the necessary steps I had to take to become an independent woman. I am so thankful for your gentle guidance and patience and am so happy to be standing on the other side of the storm with your continuing help and wonderful friendship.”

Jennifer Berdell, CFP®, CDFA®

Founding Partner

Director of Wealth Management

What issues should I consider during my divorce?

What issues should I consider if my spouse passed away?

“After experiencing a divorce herself, Jennifer realized her financial planning expertise could benefit other women. Having earned the CDFA® designation, Jennifer offers financial coaching to empower women who are going through a divorce or loss. She helps women take charge of their financial world and build a team around them that will offer long-term support and sometimes even friendships.”

– Jennifer Berdell, CFP®, CDFA®