Financial Guidance for Women Navigating Major Life Transitions
I’m Stephanie, a wealth advisor helping women navigate important financial decisions during major life transitions.
Whether you’re navigating a change in career, family circumstances, or long-term financial priorities, my role is to help you gain clarity around wealth planning, investment strategy, and retirement planning so you can move forward with confidence.
Financial Guidance for Women Navigating Major Life Transitions
I’m Stephanie, a wealth advisor helping women navigate important financial decisions during major life transitions.
Whether you’re navigating a change in career, family circumstances, or long-term financial priorities, my role is to help you gain clarity around wealth planning, investment strategy, and retirement planning so you can move forward with confidence.
Financial Guidance for Women Navigating Major Life Transitions
I’m Stephanie, a wealth advisor helping women navigate important financial decisions during major life transitions.
Whether you’re navigating a change in career, family circumstances, or long-term financial priorities, my role is to help you gain clarity around wealth planning, investment strategy, and retirement planning so you can move forward with confidence.
Women deserve financial guidance that is thoughtful, clear, and grounded in their long-term goals, especially during times when life circumstances are changing.
At Chrysalis Capital Management, our focus is helping clients navigate important financial decisions with greater clarity and perspective.
Through wealth planning, investment strategy, and retirement planning, we help clients understand their financial landscape so they can make informed decisions about their future.
Our approach supports you in pursuing financial stability, long-term security, and the goals that matter most to you.
Our Approach/Philosophy
Every financial situation is unique, and clarity often begins with understanding both the numbers and the life circumstances surrounding them.
Our approach to financial planning begins with learning about your priorities, your goals, and the transitions or decisions that may be shaping your financial future.
From there, we develop thoughtful strategies designed to help you move forward with clarity.
Through open communication and ongoing guidance, we help clients better understand their financial landscape so they can approach important decisions with confidence.
Our approach includes:
- Clarity: Helping simplify complex financial decisions so you can move forward with greater understanding.
- Education: Providing perspective and insight so you can evaluate financial strategies with confidence.
- Connection: Building long-term advisory relationships grounded in trust, transparency, and thoughtful guidance.
Guidance for Important Financial Decisions
Major life transitions often introduce financial questions that require careful planning and perspective.
Our services are designed to help clients understand their financial landscape, evaluate their options, and develop strategies aligned with their long-term goals.
HERE’S WHAT WE DO:
01
Planning & Guidance
We provide personalized financial planning designed to help you understand your financial landscape and evaluate strategies aligned with your goals.
Our planning process focuses on bringing clarity to your current financial situation, identifying priorities, and exploring strategies that may support both short-term and long-term financial decisions.
We support clients with:
- Reviewing your current financial picture
- Identifying financial priorities and planning considerations
- Evaluating potential risks and financial opportunities
- Planning for retirement, estate considerations, business transitions, and major life decisions
WORK WITH US
02
Advisory & Management
Our advisory and investment management services provide ongoing support as clients navigate investment decisions, long-term planning, and financial transitions.
We take an educational and client-centered approach designed to help you understand the strategies and options available to you.
Our guidance is grounded in research, thoughtful analysis, and a commitment to helping you make informed financial decisions.
We Support Clients With:
- Long-term advisory relationships
- Investment management aligned with financial goals
- Retirement planning strategies
- Estate planning coordination
- Navigating life transitions with financial clarity
“When I dare to be powerful, to use my strength in the service of my vision, then it becomes less and lesss important whether I am afraid.”
I’m Stephanie, CEO and Wealth Advisor at Chrysalis Capital Management.
My work focuses on helping women navigate financial decisions during important life transitions – moments when clarity, perspective, and thoughtful planning become especially valuable.
Over the years, I’ve had many conversations with individuals who found themselves facing financial decisions during times of change. Divorce, the loss of a spouse, career transitions, and unexpected life events can introduce financial questions that may feel unfamiliar or overwhelming.
During these moments, financial planning becomes less about numbers alone and more about understanding the choices in front of you and how those choices may support the life you want to build.
I believe financial conversations should feel approachable and grounded in understanding. My role is to provide knowledge, perspective, and guidance so clients can evaluate important financial decisions with greater clarity and confidence.
When people feel confident in their financial understanding, it often creates a ripple effect, influencing families, future planning, and the opportunities they are able to pursue. At its core, financial empowerment begins with understanding how money works, how financial strategies are developed, and how thoughtful decisions can support long-term goals.
Financial planning is also about building a life that feels meaningful and aligned with what matters most.
When I’m not immersed in financial conversations, you’ll often find me in the kitchen experimenting with new recipes, volunteering with organizations like the American Heart Association, or spending time at women’s shelters sharing insights on entrepreneurship.
If you’re ready to gain greater clarity around your financial decisions, I welcome the opportunity to connect and explore what thoughtful planning could look like for you.
Stephanie Bowens is a wealth advisor based in Raleigh, North Carolina, working with individuals and families seeking thoughtful financial planning, investment strategy, and retirement planning guidance.
FREE DOWNLOAD
Financial Freedom Compass
A short guide designed to help you gain clarity around your financial direction and the decisions that may shape your future.
Inside you’ll find thoughtful prompts to help you evaluate your financial priorities and begin building a plan aligned with your long-term goals.
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OUR MISSION
Helping women navigate important financial decisions with greater clarity, perspective, and confidence.
Whether you’re just beginning your financial journey or seeking guidance, support, and encouragement as you explore your financial goals, we’re here to provide resources and perspective that help you make informed decisions.