Women Wealth & Wisdom

As an independent goal driven woman, I bristle a bit when hear that Financial Planning for women is “different” or needs to be “approached” differently.

Doesn't everyone want a Financial Advisor who

Listens to hear what is important
Creates a comprehensive plan focusing on the client's best interest
Clearly communicates the different components including fees
Confirms that the client's objectives have been addressed
Cares and wants to know when your life changes
Provides ongoing reviews and communication
Is happy to revisit questions as often as needed

Yes, there are circumstances to take into consideration when planning for women. Statistically we live longer (5 years on average)

The Gender Wage Gap (compared to $1.00 earned by white males)

All Women $0.82
White Women $.079
Black Women $0.62
Hispanic or Latino Women $.054
Native American Women $.057
Asian Women $0.90
Source www.AmericanProgress.org

Caregivers

66% of caregivers are women
33% of working women decreased work hours
29% passed up a job promotion, training or assignment
22% took a leave of absence
20% switched from full-time to part-time employment
16% quit their jobs
13% retired early
Source www.caregiver.org

Inaction due to insufficient financial education

You did not miss the class, there was not one

Women Wealth & Wisdom was created to share the message that Knowledge is Power when people are given the tools to make sound, educated financial decisions for themselves and their families. We are dedicated to helping women and their families learn more about investing, family finances and planning for their future by making financial management understandable, meaningful and a regular part of life. We are happy to help Men too!