These may include:
Time away from the workforce to care for children and other family members
Longer life expectancy
Financial loss following divorce
Greater likelihood of being widowed
Lower risk tolerance
The combination of these factors requires specialized financial planning for women with a focus on education and personalized financial planning and portfolio management. Whether you are an entrepreneur, business professional, single parent, retired widow or working through a life transition, your comprehensive financial strategy should start today.
Our goal is to provide women with financial education and planning to empower them to take control of their financial lives. This financial control gives women the confidence and independence to feel secure of their financial future for themselves and their families.
Teaches the reader what she needs to know to manage the changes in life before, during and after divorce.
Helps widows be more confident, knowledgeable and secure about their money matters during this transition.
Provides advice on preserving money skills across generations.
Step by step approach to helping kids become habitual savers, smart money managers and responsible decision makers.
Wealth & Estate Planning
Financial Planning for Women