Women

Whether you're a single woman, the CFO of your family or you just want to learn more about your money, you deserve an environment that will encourage you to embrace your financial life before an unexpected event occurs.

I have greatly enjoyed helping my female clients design a plan that will safeguard their lifestyle and pursue their goals. As a result I have made helping them a focus in my practice.

Wealth Management for Women

Are you fully aware of your family’s finances or have you consistently deferred that responsibility to your husband or significant other? My wife and I split responsibilities and I know how easy it is to be blissfully ignorant to her side of our affairs.

Maybe you’ve tried but you been less than pleased with the manner in which your financial advisor has treated you? Perhaps in frustration and/or boredom you decided to just remove yourself from that picture altogether and just let your partner deal with it?

When it comes to your finances it is very important that you have an understanding of what is going on. I have seen too many cases in which the financial partner dies or becomes incapacitated and leaves a grieving spouse that doesn’t know what advice to trust or how to proceed.

Reduce Financial Anxiety

Research suggests women worry more about their financial health but lag in decision-making and self-confidence:

This difference in self-confidence has an enormous impact on the financial planning industry.

A LPL Financial "Women Invest White Paper " survey shows that 67% women want an equal role in financial decision making and only approximately 20% want their husbands to make all the decisions. Yet, data shows less than two-thirds of women actually attain an equal role in financial decision-making (note: financial decision-making here refers to "big ticket item decisions," not grocery shopping level daily or weekly decisions).

Eliminating anxiety around money starts with getting informed and choosing to take part in understanding the family finances. 

Smarter Decisions

Studies have consistently concluded that women are better investors than men.

​See:  The Women are Smarter

They place more emphasis on planning and take fewer risks. Women recognize, it’s about more than money and investments. Yet, money and investments are all most financial advisors are really interested in.

Maybe you’re transitioning into retirement or you are recently divorced or widowed and you don’t know where to begin? Or maybe you have simply come on your own to build your life and perhaps a business and now have the confidence and realize the need and desire to manage your financial well being.

I can help you become aware of your options and help you take control of your finances and your future.

Embrace your Future

Women today have control over more assets than men do.  In general this can be attributed to their longer life expectancy but they are quickly catching up in the workplace as well.

Do you:

    Prefer a holistic approach to financial planning that ties all the pieces of our financial life together?

  • Want to learn and understand the details of your complex financial situation?
  • Want to make financial life simpler so you can continue to spend more time on the things you enjoy most?
  • See money as a way to have more freedom, independence and security?
  • Want to work with a professional who empowers you, does not talk down to you, and instead partners with you to make sound financial decisions?

As women, it’s important to not only be educated, but to also work with people who understand and respect you. You work hard, you do what you can to ensure that all is taken care of, you do it well and with great consideration of others.

An ideal advisor will listen to both women and men - regardless of the gender of the financial decision-maker - and will avoid being patronizing toward both women and men if they lack financial understanding.

Case Study:  Kate