At Sorelle Wealth Partners, we believe that true wealth is more than numbers on a page — it’s the story of your life, your legacy, and your next chapter.
That’s why we created The Sorelle Journal: just as thoughtful journaling invites you to pause, reflect, and write your own path forward, this journal is our way of sharing guidance, perspective, and encouragement. Within these pages, you’ll find insights on financial planning, legacy building, and personal growth, woven with the same intentionality that journaling brings to life’s most meaningful moments.
Our hope is that every entry sparks reflection, helps you see your choices with fresh clarity, and connects you with a community of women writing powerful new chapters of their own.
Because when confidence, clarity, and connection come together, wealth becomes more than a plan — it becomes a story worth telling.
The Sorelle Journal
Tax Considerations in Divorce: What Every Woman Needs to Know Before Signing the Final Agreement
You’re not just changing your relationship status - you’re redefining parts of your financial identity. Divorce can create new questions, especially on the tax front, but you don’t have to navigate it alone.
In this article, Susan provides expert, actionable insight into how your taxes can shift during and after divorce and what actions you can take to avoid costly surprises down the road.
Our goal is to help you step forward feeling informed, secure and ready to shape your next chapter on your terms.
Creating Our Own Table: Navigating Career Pivots with Clarity and Confidence
At Sorelle Wealth Partners, we believe that women don’t have to wait for a seat at someone else’s table - we can build our own.
In this inspiring piece, Jackie shares her personal perspective on the power of reinvention - and how every career pivot can become an opportunity to realign with your purpose.
From embracing uncertainty to redefining success on your own terms, this article is a reminder that confidence grows when we lead with intention and connection.
Why Confidence Is Everything When Women Face Financial Change
Significant life changes like retirement, divorce, or the loss of a partner can shake your world — emotionally and financially. In those moments, it’s easy to feel uncertain or overwhelmed. But here’s what we’ve seen time and again: confidence makes a powerful difference. In this post, we’ll talk about why feeling empowered matters so much during major transitions, and how you can begin building that kind of confidence — even if you’re still finding your footing.