Choose Positive Living with Sara Troy and her guest Donna Kendrick, on air from ???
Finding financial clarity for when your tomorrow looks very different from your today.
Our vision is to help people have a life well lived where they can savor every moment, even in the midst of change and uncertainty. To reach this, we guide our clients toward financial confidence, giving them the freedom of choice. As we serve the families and individuals who walk through our doors, we strive to be a passionate and supportive lifeline for them in whatever they are going through. Honesty and generosity direct and fuel us in our mission, putting people first and prioritizing our relationships.
Sephton Financial is a financial services practice located in Wynwood, PA, serving clients in Bucks and Montgomery counties
After my husband passed away at age 42, I decided to turn my career upside down and help others experiencing widowhood and life transitions with taking control of their financial future.
We are on 12 audio and 2 video platforms as seen here.
Donna is the founder of Sephton Financial, LLC. Donna focuses her practice on financial planning for families in transition, the unique planning needs of those whose tomorrow is much different than their today. Donna follows her passion for helping people prepare their futures and helps them navigate the sudden changes life puts forward. Born and raised in the Philadelphia area, Donna graduated from Penn State University with a bachelor’s in Management Science and Information Systems/Quantitative Business Analysis and achieved her master’s from Eastern University. Donna’s career began in business management over 20 years ago and she has lived and worked internationally for several years returning stateside in 2011.
In 2013, Donna’s husband passed away unexpectedly, and she found herself suddenly navigating widowhood. After an initial period of getting things settled with her kids and their new life, she made the decision to relaunch her career and get into the role that she had found so impactful during that time of transition for her family, financial planning. She went back to school to take the coursework to become a CFP® practitioner and then entered the field so she could provide advice and support to families in transition. Donna is now a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7, 66, and PA Accident and Health, Life, and Fixed Annuities. Donna is currently studying to become a Certified Divorce Financial Analyst® Professional.
Donna is an avid long-distance runner who turns her passion into an ability to raise funds for local causes. Donna has helped to raise donations for Safe Harbor, a grief counseling program that provides free of charge services to children after the loss of a parent, sibling, or caregiver. Donna is engaged to be married to Jim and between them, they have six children, Connor, Katie, James, Jeanie, Delaney, and Seamus. Together with their Newfoundland and English bulldog, they enjoy living in the community of Springfield Township, Wyndmoor, PA.
INTRODUCING DONNA’S NEW PODCAST HERE ON SELF DISCOVERY MEDIA
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