Empowering Women to Take Financial Control
We specialize in helping women address their financial challenges.
We are committed to advising women because we believe they face unique financial challenges. We seek to provide increased clarity and greater control in the financial lives of all our clients.
Finding the Right Fit
We understand that choosing a financial advisor is a personal decision that must be a good fit for everyone involved. It’s critical for female investors to find an advisor who will not only help them lead financially secure lives, but develop a relationship based on trust and respect. So how do you know if you are partnering with the right advisor? Here are some questions to consider asking yourself:
- Do I feel comfortable working with this advisor for the next 25 years of my life?
- Is this advisor a CERTIFIED FINANCIAL PLANNER™ professional?
- Do I believe that this advisor will help to alleviate my financial stress?
- Will this advisor help me construct a prudent investment plan that feels comfortable to me?
- Will this advisor implement a dynamic plan that is regularly reviewed to help keep me on track?
Responding to Your Challenges
We are here to help you overcome financial hurdles.
Whether single, widowed, or divorced, women investors face unique issues that must be addressed today, in order to successfully plan for tomorrow. Women have longer life expectancies than men, yet they generally earn less over the course of their lifetimes. Women represent about 40 percent of the world’s labor force, yet hold just 1 percent of the world’s wealth. Many women also face child-rearing responsibilities, caring for elderly parents, managing wealth, running a small business, or coping with loss. We want to give you the confidence to make informed decisions in all aspects of your life, including the important role that your finances play in supporting your goals.