Donna S. Cates, CRPC, CDFA - Money Matters Wealth Solutions

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Women's Wealth Builder | Investment Advisor | Divorce Financial Strategist
Helping women claim their seat at the financial table
Because hope is not a financial strategy Welcome to Second Saturday: What Everyone Needs to Know About Divorce, the critically acclaimed workshop and community founded in 1989 by nationally renowned advocates/wealth managers Candace Bahr and Ginita Wall. Birmingham Second Saturday is a workshop offered the Second Saturday in every month to help women become financially and emotionally independent before, during and after a divorce.

Quick reminder — The D Shift Summit is happening Wednesday, October 28, 2026 at 11:00 AM ET / 8:00 AM PT.If you're navig...
10/26/2026

Quick reminder — The D Shift Summit is happening Wednesday, October 28, 2026 at 11:00 AM ET / 8:00 AM PT.

If you're navigating divorce (or helping someone who is), this event will give you clarity, tools, and a roadmap forward.

20 experts. Real strategies. Completely free.

I asked ChatGpt to decorate a pumpkin based on what it knows about the work I do! Good work AI
10/25/2026

I asked ChatGpt to decorate a pumpkin based on what it knows about the work I do! Good work AI

I'm speaking at The D Shift Summit on Wednesday, October 28, 2026 — and I'd love for you to join me.If you're facing div...
10/25/2026

I'm speaking at The D Shift Summit on Wednesday, October 28, 2026 — and I'd love for you to join me.

If you're facing divorce, in the middle of it, or rebuilding after... you don't have to figure it all out alone.

Mardi Winder has brought together 20 trusted experts to help you navigate the legal, financial, emotional, and relational challenges of divorce — and step into the life you want next.

It's free. It's live. And it's packed with real strategies you can use immediately.

Register here — https://mycollabpilot.com/r/YeBQO08y

Important news if you are divorcing in California:
10/25/2026

Important news if you are divorcing in California:

Good news for couples divorcing in California! Starting January 1, 2027, AB 1875 will allow judges to shorten or waive the mandatory six-month waiting period when good cause exists, including when both spouses have signed and filed a marital settlement agreement resolving all material issues. While....

Most people know to look at the house, savings, and retirement accounts during divorce.But what about the assets that do...
10/23/2026

Most people know to look at the house, savings, and retirement accounts during divorce.

But what about the assets that don't show up on a traditional financial checklist?

Cryptocurrency. Airline miles. Credit card rewards. Digital wallets. Even online businesses.

These are just a few of the hidden or overlooked assets in divorce that may carry financial value or create complications if they're not addressed.

And it's not just about money. Shared subscriptions, cloud storage, and smart-home accounts can also affect your expenses, privacy, and access to important information.
Before making major financial decisions, take time to review the digital side of your life.

Because what you overlook today could become a problem you have to solve later.

📌 Save this post and add these eight categories to your divorce financial checklist.
Not sure what financial information you should be gathering? Book a complimentary 15-minute call with me, or join my Second Saturday Divorce Workshop to learn what to consider as you prepare for divorce.

Check the link in the comment or in my bio

Clarity starts with organization.The Ultimate Divorce Toolbox is a set of practical worksheets designed to help you: 🟣 T...
10/21/2026

Clarity starts with organization.

The Ultimate Divorce Toolbox is a set of practical worksheets designed to help you:
🟣 Track assets and debts
🟣 Understand cash flow
🟣 Prepare for settlement conversations
🟣 Move forward with more confidence

Whether you’re considering divorce or already in process, having this information organized makes the next steps clearer.

Check the link in my bio or in the comments to purchase your copy

When everything feels more expensive, it is easy to feel like you need to fix everything at once.But clarity usually sta...
10/16/2026

When everything feels more expensive, it is easy to feel like you need to fix everything at once.

But clarity usually starts by separating what you can control from what you cannot.

Look at what is fixed.
Look at what may be flexible.
Then decide what deserves your attention first.

That might mean reviewing your monthly expenses, adjusting one category, rebuilding savings, or finally getting an answer to a financial question you have been avoiding.

In my 20+ years of helping women navigate major financial transitions, I have seen how much easier decisions can feel when the numbers are no longer vague.

You may not be able to control the economy.

But you can get clearer about your own financial picture and make decisions from there.

If you are navigating divorce or another major financial transition and want help understanding your next step, check the link in my bio or in the comments.

The economy can look strong on paper and still feel very different in your day-to-day life.A grocery bill can feel heavi...
10/15/2026

The economy can look strong on paper and still feel very different in your day-to-day life.

A grocery bill can feel heavier.
Retirement can suddenly feel less certain.
And if you’re going through divorce, the shift from two incomes to one can make every financial decision feel more important.

When money feels stressful, the answer is not always to “worry less.”

Sometimes the better place to start is with clarity.

Look at what is coming in.
Look at what has to go out.
Identify what is changing.
Then choose one financial question or decision to address first.

In my 20+ years of helping women navigate major financial transitions, I’ve seen how much more manageable things can feel when you stop trying to solve everything at once and start with the next right step.

You do not have to wait until there is a financial crisis to ask for guidance.

If you’re navigating divorce or another major financial transition and want help understanding what your numbers mean for your future, check the link in my bio or in the comments to learn more.

Financial stress can make you question yourself.You may start wondering if you should have saved more, planned better, o...
10/14/2026

Financial stress can make you question yourself.

You may start wondering if you should have saved more, planned better, or made different choices.

But sometimes the real issue is not that you did something wrong.

Sometimes your expenses changed.
Sometimes your income changed.
Sometimes divorce, retirement, caregiving, or another major life transition changed the financial picture completely.

That is why clarity matters.

Instead of asking, “What did I do wrong?” try asking:

What has changed?
What needs my attention now?
What decisions could make the next few months feel more manageable?

In my 20+ years of helping women navigate financial transitions, I have seen how powerful it can be to replace self-blame with a clear understanding of the numbers.

You do not need to have everything figured out today.

You just need a clearer next step.

If you are navigating divorce or another major financial transition, check the link in my bio or in the comments to learn how I can help.

10/14/2026

If you find yourself feeling that you need to rework what you’re doing because you aren’t getting the results you want or need, this workshop is for you. Hope to see you there! Henry

https://lnkd.in/p/eZW_m5e4

Address

Birmingham, AL

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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