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

06/10/2026

You signed that loan because you were a partner. Because that's what you do when you're building a life with someone.

And now you're walking into a divorce not realizing it's still walking with you.

This is the conversation most attorneys never have with you. It's the one I have every single day.

Your divorce decree does not remove you from a loan. Only the lender can do that.

If no one has told you this yet, my new video is for you 👇🏼

Check the link in the comment section

06/10/2026

06/09/2026

What you keep matters just as much as what you earn.

📅 June 15 | 4:00–5:00 PM ET

Join us for an insightful conversation on:

Tax Strategy in Action: Smarter Ways to Manage What You Keep
Featuring Eric Alexander

As part of our summer financial webinar series with Money Matters Wealth Solutions, The Wealth Boutique, and AssetMark, this session is designed to help you better understand strategies that may support smarter tax planning and long-term financial confidence.

Topics throughout the series also include:
• • Giving with intention through donor-advised funds
• Exploring private credit opportunities
✔️ Educational
✔️ Practical
✔️ Live Q&A included

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

06/08/2026

What does it actually take to get through divorce without losing your footing, legally, financially, and emotionally?

This month's Second Saturday Divorce Workshop gives you exactly that. On Saturday, June 13th from 9:00–11:45 AM CDT, three experts in law, finance, and mental health show up in one virtual room, just for you.

Meet your speakers:
Amber James — Family Law Attorney
Donna Cates, CDFA® — Divorce Financial Analyst
Deborah S. Wilder, Ph.D. — Licensed Psychologist

In under 3 hours, you'll leave with clarity on:
→ Your legal rights and what to expect from the process
→ How to avoid the most costly financial mistakes in divorce
→ How to support yourself, and your kids, through the emotional weight of it all

Seeing each of these professionals on your own could run you up to $1,000.
Here, you get all three in one morning, plus our follow-up class Second Helpings and Donna's ebook "Surviving the Storm", both included.

This workshop is built for women who are considering divorce or already in the middle of it.

You don't have to figure this out alone. The right experts are one click away.

Link to register is in the comments.

06/07/2026

Real talk: how many of you signed something for your husband’s business and truly cannot tell me what it said? 👀

You were mid-dinner, he said “it’s just a formality” — and you signed.

Here’s what you need to know: that signature might have your name on a business loan.

And if things go sideways — financially OR in your marriage — the bank is calling YOU.

Let’s find out what’s out there with your name on it before it’s too late.

Book a consult with me — link in bio or drop a comment and I’ll send it to you. 💛

06/06/2026

Taxes can have a bigger impact on your wealth than most people realize. The good news? A smarter strategy can make a meaningful difference.

Join us on June 15 from 4:00–5:00 PM ET for the next session in our summer webinar series:

Tax Strategy in Action: Smarter Ways to Manage What You Keep
Featuring Eric Alexander

Hosted by Money Matters Wealth Solutions and The Wealth Boutique in partnership with AssetMark, this educational session will explore practical tax strategies designed to help you better manage and preserve your wealth.

This webinar series also includes discussions on:
✔️ Donor-advised funds and strategic giving
✔️ Private credit opportunities beyond traditional investing

Live Q&A included

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

06/05/2026

If you're facing divorce, you don't need more overwhelm, you need a plan. 🤍

The Ultimate Divorce Toolbox gives you the worksheets to organize your finances and walk in informed, no matter where you are in the process.

😍😍For a limited time: $47 (was $97) with code DIVORCEBFF.

You will receive Instant download.

Check the link in my bio or in the comments

06/03/2026

She opened that savings account before she even met him.

Funded it herself. Never thought of it as "ours."

And when the divorce started, her husband's attorney put it on the table.

That's when she called me.

And that's when I had to explain something nobody had told her:

Feeling like something is yours and being able to prove it in a legal proceeding are two very different things.

There's a word for what happened to her money. It's called commingling and it is one of the most common, most expensive, and least talked-about blind spots in divorce.

In this week's vid, I'm breaking down exactly how marital property and separate property work and more importantly, where that line quietly disappears without anyone realizing it.

If you're going through a divorce, thinking about one, or just want to understand your own money better, this one is for you.

Check the link in the comments to watch the full episode

06/02/2026

Your pre-marital assets aren't automatically protected in a divorce.

The reason isn't complicated, it's documentation.

Old account statements. Inheritance records. Gift letters. Proof the money never touched a joint account. No paper trail? A court may not be able to protect it, even if it was yours from the start.

I've seen women lose money they absolutely deserved to keep. Not because the law failed them. Because nobody told them to save the receipts.

Don't let that be you.

Book a Divorce Financial Consultation before you sign anything. Check the link in bio or comments.