Manage Your Money with Confidence

Women comprise more than half of the U.S. population, but no two women are the same when it comes to managing their money. Studies show that women are statistically more likely to rate themselves as less-experienced investors and more like to say they have high levels of stress when it comes to their financial life.* However, at some point in their lives – and despite the aforementioned factors – most women will likely be in charge of their family's finances.

We want to help women fully understand their strength as investors.

An unexpected life event such as a divorce or loss of a spouse can affect everything from tax status to monthly and yearly income.

Because we take the time to get to know your family situation, your caregiving demands, your career, your money goals, and your personal risk tolerance, our team can help you develop an action plan for the future. This plan includes:

  • Evaluation of assets and debts
  • Management of cash flow
  • Review of retirement benefits
  • Discussion of strategies tailored to meet your needs

If you decide to remarry and are part of a new blended family, we believe it’s vital for you to find out about your partner’s financial obligations to a previous spouse (if there is one) and to understand milestones in a divorce settlement agreement regarding financial responsibilities, as well as how assets are legally viewed and titled.

Here are just a few facts* about affluent women in today's society:

  • 43% of women serve the primary role of making financial decisions
  • 68% of women see themselves as the family leader
  • 73% of women take the lead in instilling financial values in their children
  • 9 out of 10 women see themselves as resilient in times of uncertainty

Women comprise more than half of the U.S. population, but no two women are the same when it comes to managing their money.

*Source: "Embracing Change," Wells Fargo, November 2021. Click here to download and/or read this document. (CAR-1121-02194)