PURSUING WEALTH-LIFE BALANCE
IN A WOMAN'S WORLD
Today's women want a new way to manage their wealth and they deserve to have it. After all women are rising in the workforce and controlling more wealth than ever.
Many women feel that the investment experience is complicated and challenging rather than empowering.
We know you're busy. You have businesses to run, careers to manage, families to raise, errands to run... the list goes on and on.
That's where we can help. We not only help you invest confidently while making the process simple and easy, but we also help you prioritize your goals so you can live a rich and empowered life today, while making managing your finances simple.
It's Your Time! Find out how we can help.
REINVENTING WEALTH MANAGEMENT FOR WOMEN
Your financial success isn't simply about the accumulation of funds over time. It's about having the ability to pursue short and long term lifestyle goals and the freedom to make choices as opportunities arise.
(1) In 2015, for the first time in U.S. history, women edged out men for control of personal wealth. They now hold 51%, or 14 trillion, of the nation's personal wealth - a number that's expected to rise to $22 trillion by 2020.
(1) (BMO Financial Group,"BMO Report: Despite Controlling $14 Trillion in Wealth, American Women Still Have Challenges To Overcome," MarketWired, April 2015.)
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DIFFERENT JOURNEYS CALL FOR DIFFERENT LIFE PLANS
As a professional, you have a lot on your plate. You may feel as though you don't have time to plan financially, but you know you need to. That's where we come in. Our goal is to help you feel more confident and knowledgeable to make wise financial decisions. Together, we can develop a plan that will help you pursue your ideal life.
DIVORCED OR WIDOWED
Transitional moments in our lives are often emotional and can be overwhelming. During this time you need someone you can trust to walk with you to offer personal and objective guidance. We can help you make important financial decisions during this difficult time and develop a strategy that empowers you to move forward with confidence.
We love working with female entrepreneurs that want to live in the moment and desire to set themselves up for success and a life of freedom. Entrepreneurs are faced with challenges that include, juggling client meetings, marketing the business and attending family commitments. We can help you create a plan that encourages your business and family to thrive throughout life's many transitions.