One size does not fit all
Women have different levels of financial knowledge, expertise and comfort. One size does not fit all.
1) If our clients have experience in working with a financial advisor and a good understanding of investing and financial matters, then we provide advanced info and act as a key point person that handles the day to day details of managing their assets.
2) If our clients are new to money management matters and handling their overall finances for the first time, we first work with them to help educated + empower them with knowledge to make the smartest decisions, especially in the aftermath of widowhood or in preparation for divorce. Second, we educate them, so they won't be taken advantage of going forward.
A large part of what we do is educating and explaining financial choices, a lot of clients don't think they have any options. They are so relieved and tell us this is a breath of fresh air.