Financial Planning For Women | Financial Strategies For Women

Financial Advising For Women

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Why Consider Financial Advising For Women?

As a professional in the financial services field for over 25 years, we have developed a passion for working with women. Because of what we call the “3 D’s” — death, divorce, or disability— women require a specialized approach to financial advising.

Women are often particularly vulnerable to certain bumps in the road financially. Some women find themselves alone and in charge of their household finances for the first time in their lives. Not knowing what to do (or not to do) is frightening. Others face divorce and don’t have any idea of the assets they own, and what is required to maintain a comfortable life after dissolution.

If you find yourself in these situations or know another woman who is facing something similar, we can help. We offer tailored services beyond traditional financial advising, ensuring you’re able to make informed decisions during these critical life transitions. We start by providing an analysis of the current assets and benefits, identifying income needs, and then charting a path for the future. We believe in educating, empowering and inspiring women by providing resources and a team who can assist during financial transitions.

What Are The 3 D's?

Divorce

Divorce can be emotionally and financially challenging. We specialize in navigating the financial complexities of divorce. Our goals is to help empower you to make informed decisions. Eventually, the emotions fade but the financial decisions made are permanent.

We can help you with:

Valuing & Dividing Property
Retirement Assets & Pensions
Spousal & Child Support
Splitting Various Assets
Tax Problems & Solutions
Debt payoff
Reviewing & Obtaining Insurance (medical, long-term, and life)

Disability

If you or a loved one unexpectedly becomes disabled, it can drastically alter your life moving forward not only emotionally, but also financially. Whether the disability is temporary or life long, we can help to ensure you're prepared financially.

Maintain Health Insurance Coverage including short or long term disability coverage
Review Government Sponsored Programs
Create Monthly Budgets
Claim Tax Benefits

Death

Deaths in the family are extremely challenging to process, and you deserve a specialist who can help you figure out all of the technicalities of your finances so that you can focus on grieving and recovering emotionally.

If you are struggling to figure out exactly what to do with these assets, we can help you with:

Create Monthly Budgets
Assets Transfers
Reviewing & Obtaining Insurance (medical, long-term, and life)
Preparing New Financial Flans
Cash Flow Planning

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Have Questions Or Comments? Contact Our Financial Advisor Today

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