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

Donna S. Cates, CRPC, CDFA - Money Matters Wealth Solutions Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Donna S. Cates, CRPC, CDFA - Money Matters Wealth Solutions, Financial Consultant, Birmingham, AL.

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 Secon

d 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.

Nobody prepares you for the financial side of divorce. The questions, the fear, the 'what do I do now?' moments. That's ...
05/28/2026

Nobody prepares you for the financial side of divorce. The questions, the fear, the 'what do I do now?' moments.

That's exactly why I do what I do. so you can move forward with clarity, not confusion.

You've got this. 💪

Ready to take back control of your financial future?

Let's talk. 👇

Book your free consultation with me. Check the link in the comment section

With Florida Women's Law Group – I just got recognized as one of their top fans! 🎉
05/28/2026

With Florida Women's Law Group – I just got recognized as one of their top fans! 🎉

This is the “cat’s meow” and too many of my friends are waiting to take action. PM me if you are curious to learn how yo...
05/27/2026

This is the “cat’s meow” and too many of my friends are waiting to take action. PM me if you are curious to learn how you can pay a smaller tax bill today to avoid taxes all together down the road!

Financial clarity starts with understanding your options.This summer, Money Matters Wealth Solutions and The Wealth Bout...
05/27/2026

Financial clarity starts with understanding your options.

This summer, Money Matters Wealth Solutions and The Wealth Boutique are hosting a special 4-part webinar series in partnership with AssetMark, designed to help you navigate important financial decisions with greater confidence and strategy.

We begin on June 1 with:

Unlocking Liquidity: How Secured Brokerage Lines of Credit (SBLOCs) Can Work for You
Featuring Eric Alexander
June 1 | 4:00–5:00 PM ET

Additional sessions will cover:
✔️ Smarter tax strategies
✔️ Donor-advised funds and intentional giving
✔️ Private credit opportunities beyond traditional investing

Each session is educational, approachable, and packed with practical insights you can use now and in the future.

Join us live, ask questions, and gain clarity around your financial journey.

Reserve your spot by selecting Donna Cates as your Advisor in the link in the comments.

05/26/2026

3 assets women think are protected in divorce, that actually aren't.

Let me translate the rules nobody explained to you. 👇

1. The bank account you opened before marriage. If it got mixed with joint money at any point? It may no longer be fully separate property.

2. The inheritance you received. The moment it touched a shared account, it started losing its protected status.

3. Your retirement account from before you got married. The original balance might be yours. But the growth that happened during the marriage? In many states, that's on the table.

This is not legal advice. This is the conversation you should have been having from the beginning.

I'm Donna Cates, CDFA and my job is to make sure you walk into your settlement knowing exactly what's yours, what's marital, and what a fair outcome looks like for you.

👇 Two ways I can help:

🟣 Book a Divorce Financial Consultation
🟣 Join me at the Second Saturday Divorce Workshop

Check the link in my bio or in the comments

Remembering and appreciating
05/25/2026

Remembering and appreciating

Remembering and appreciating
05/25/2026

Remembering and appreciating

So honored to be featured in these incredible publications, spaces that are truly dedicated to uplifting women, amplifyi...
05/25/2026

So honored to be featured in these incredible publications, spaces that are truly dedicated to uplifting women, amplifying what they have to say, and supporting them as they move forward with confidence.

Getting to share my commitment to helping women approach financial decisions, whether through divorce, retirement, or rebuilding, with clarity and strategy is something I don't take lightly. Thank you for letting me be part of conversations that genuinely matter.

05/25/2026

"At least my own money is safe."

I hear this all the time. And I never want to be the one to take that hope away.

But separate property doesn't stay protected automatically. It depends on how it was managed, how it was documented, and whether it was ever mixed with marital funds.

The time to find out? Before the settlement. Not after.

You've already been through enough. Walk into that room knowing exactly where you stand.

Join my Second Saturday Divorce Workshop, link in bio or comments.

This is your second chapter. Not your footnote.

This summer, join us for a special 4-part webinar series designed to help you make more informed and confident financial...
05/24/2026

This summer, join us for a special 4-part webinar series designed to help you make more informed and confident financial decisions.

We’re kicking things off on June 1 with:

Unlocking Liquidity: How Secured Brokerage Lines of Credit (SBLOCs) Can Work for You
Featuring Eric Alexander
🗓 June 1 | 4:00–5:00 PM ET

Hosted by Money Matters Wealth Solutions and The Wealth Boutique in partnership with AssetMark, each one-hour session is designed to give you practical insights you can apply now and in the future.

Upcoming topics include:
✔️ Tax strategies to help you keep more of what you earn
✔️ Giving with intention through donor-advised funds
✔️ Exploring private credit opportunities beyond traditional investing

Whether you attend one session or all four, you’ll walk away with greater clarity and confidence about your financial future.

Live Q&A included

Reserve your spot by selecting Donna Cates as your Advisor in the link in the comments

We honor those who have made the Ultimate Sacrifice for Our Freedom.
05/22/2026

We honor those who have made the Ultimate Sacrifice for Our Freedom.

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

Website

http://www.moneymatterswealth.com/, http://www.navigating-divorce.com/, https://www.mone

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