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

The Life-Changing Benefits of Giving: How to Maximize Your Impact (and Your Tax Savings)
Sara Gelsheimer Sara Gelsheimer

The Life-Changing Benefits of Giving: How to Maximize Your Impact (and Your Tax Savings)

Generosity is one of the most powerful tools in building a meaningful and financially confident life. From tax-efficient charitable giving strategies—like Qualified Charitable Distributions, donor-advised funds, and donating appreciated securities—to purposeful ways to give your time and talents, this guide breaks down how to maximize your impact while staying aligned with your values. At Sorelle Wealth Partners, we help individuals and families create intentional giving plans that strengthen their communities, reduce taxes, and deepen their sense of purpose.

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The Strength You’ve Built: What Financial Wellness Really Means Now
Susan Jones Susan Jones

The Strength You’ve Built: What Financial Wellness Really Means Now

By the time you reach mid-life and beyond, you have gathered wisdom, perspective, and a well-developed radar for what genuinely deserves your energy. You know what matters. You know what does not. And you have probably learned that most of the things you once worried about turned out to be far less dramatic than they felt at the time.

Financial conversations, however, often remain an exception. They can be emotional. They can be layered. And they can feel a bit like being handed a script with missing pages. But at this stage of life, they also offer an opportunity: the chance to bring clarity, calm, and intention to a part of your world that supports everything else you care about.

This article explores what financial wellness truly means now. Not the technical version. Not the textbook version. The version that honors the strength you have built, the resilience you have shown, and the life you want to create moving forward.

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Why Couples Thrive with a Woman-Focused Wealth Management Firm— And Why It’s Not Just Smart, It’s Sanity-Saving
Susan Jones Susan Jones

Why Couples Thrive with a Woman-Focused Wealth Management Firm— And Why It’s Not Just Smart, It’s Sanity-Saving

Money doesn’t have to be a source of stress in your relationship. In fact, with the right support, it can be a powerful way to deepen trust, clarify priorities, and design a life you both love.

That’s the promise of a woman-focused wealth management firm: financial advice that honors your relationship as much as your returns.

If you and your partner are ready to move from “we should talk about money” to “we’ve got this,” read more about how a woman-centered advisory team might just be your most valuable asset.

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Why Women Need a Financial Circle, Not Just a Financial Plan
Susan Jones Susan Jones

Why Women Need a Financial Circle, Not Just a Financial Plan

Most women don’t meet friends for drinks and say, “tell me about your asset allocation.” (Though frankly…we should.) Meanwhile, the data says men do this kind of money talk more often—and feel more comfortable doing it—both at work and in their personal lives.

But these more frequent informal exchanges create financial comfort and confidence over time, a valuable connection that women often don’t have access to.

That’s exactly why community matters. Read more about the benefits of building a financial circle—because spreadsheets are great, but sisterhood is the real ROI. 💛

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Tax Considerations in Divorce: What Every Woman Needs to Know Before Signing the Final Agreement
Susan Jones Susan Jones

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.

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Why Confidence Is Everything When Women Face Financial Change
Susan Jones Susan Jones

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.

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