What Makes our Practice Different?

We Have A Different Communication Style

  • We can relate to the juggler role that women have—mom, sister,daughter, caregiver,  career—and adapt our communication to the way they like to receive info, whether by monthly or quarterly meeting, email or video conferencing. 
  • We strive to make our clients be felt and understood. Something a lot of financial advisors fall short on.
  • Our clients like to discuss their issues and concerns in more detail. Therefore we ask questions and listen a lot, whether it’s about investment returns or other areas of their lives. 
  • Our team understands that whether a woman is coming from a career as a stay at home mom or high level corporate executive, it’s normal to feel  completely overwhelmed and afraid by her divorce, being widowed or other life change and the associated financial issues.
  • Our client’s value one-on-one communication, in-office meetings and the ability to call us anytime.
  • We make sure to consider the question in all financial matters that females ask, “How will this impact my family?"
  • Our focus is to reduce the anxiety that investing can cause, by giving our clients everything they need to know before they make financial decisions. 
  • First and foremost, we truly care for our client’s happiness and work hard to offer women an authentic relationship. We provide a plan that is customized to their unique situation. For example; for some women over 50, reassurance that they will not run out of money or be a burden on their families is very important.”

New or Lack Experience in Money Management?

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.

Relationship Building

>  We are fee based financial advisors which means our compensation is tied to our clients account returns. Our clients can be certain that we put their interests first.
>  Relationship building with our clients is of primary importance. We educate and inform without being condescending. Over the years our clients have told us that they want someone they can relate to and is also a friend and not just a financial advisor. Women and men can have different life journeys. And that comes with financial consequences. Many women are pursuing careers while juggling family responsibilities such as caring for their children, parents or spouses.
>  It is important for women to feel a sense of connection as well as to feel comfortable asking any question.
>  It’s not about being a ram charging into someone’s financial life. It’s about enjoying life and having enough money to do so and care for those around us who need our assistance to make their lives better. That, quite frankly, feels good. It’s rich.
older female finance.jpg

Holistic Approach

  • We provide a holistic approach. It’s critical that your advisor isn’t only focused on the family’s assets, but also understands your family, your caregiving demands, your career, your financial goals & dreams, your risk tolerance.
  • In our practice, we have found that women want more emphasis on goals-based planning, over just investment management-centric planning. Men too can share this mindset, but our experience has been that women see money more as the means to the end, not the end in and of itself.
  • Generally, financial performance matters, but women see money, first and foremost, for what it can do for their families and as a key to greater career flexibility.
  • An advisor should provide planning for your full financial picture, not just investment planning and a retirement plan. Risk management, health care costs, social security analysis, and college tuition planning should be discussed, and a plan should be created.