Women and Wealth

Women face unique financial challenges, from controlling more household income to anticipating longer lifespans. Together we can develop a comprehensive financial plan that understands your goals, concerns and expectations, and gives you the confidence to successfully navigate life’s milestones.

Consider a wealth plan designed with a focus on the challenges women face

We will help you develop a lifetime wealth plan to give you confidence in handling your wealth. This includes:

• Discovering the role money plays in your life
• Calculating financial expectations you anticipate throughout your life
• Setting goals and listing concerns you have regarding your financial future
• Developing an emergency fund and preparing for contingencies with proper insurance coverage
• Developing a plan for your legacy

Please contact us to discuss your financial concerns and together we’ll work to give you confidence in your wealth plan.