Professional Women
We are Uniquely Designed to Help Professional Women Achieve Their Financial Goals
Our team of 8 includes five women who understand the issues you face and are ready to help you.
We have many clients who are professional women. These women have built successful careers. Some of these women are single, and some are married and have children. What these women have in common is they face a wide range of issues and challenges that can leave them feeling stretched and looking for help.
We start by understanding the goals and challenges that are unique to each person. Some clients have children preparing for college, so they are touring colleges with their children and looking for ways to fund their education. Some clients are preparing for retirement and facing essential questions such as when to retire, when to take Social Security and how to pay for healthcare. Some clients are providing care for their elderly parents.
We can help you through these important life events and many more.
Women on the Rise - Conquering Unique Retirement Challenges
Financial success is a goal for many, but women face unique barriers that can make that goal more difficult to achieve. Understanding today’s financial landscape can help women rise to the challenge, know their worth, and take control of their futures.
Support for Your Unique Challenges
While we can’t create economic equality overnight, we can help make sure every woman is fully equipped, supported, and prepared to pursue her own unique goals. Let’s get to work, together.
Professional Women Today Face a Variety of Challenges
- Balancing care for children and parents, while building a successful career at work
- Planning for retirement
- Choosing when to start Social Security
- Creating an estate plan for the family
- Providing college funding for your children
- Selecting the right life insurance to protect your family
- Planning for long term care for you and your parents
- Managing your investments during these times of turbulent headlines
How to Conquer the World
Whether you are just starting our, have a well established financial strategy or are already enjoying retirement, keep these 5 financial strategies in mind:
► Build an Emergency Fund
► Protect Your Assets
► Never Stop Learning
► Consider Investing Differently
► Prepare Your Legacy
We want to see you conquer the world with a savvy financial strategy!
A professional woman retired some years ago after a long and successful career in Human Resources at a variety of companies. Her previous advisors made her feel bad about asking questions. She was able to relate well to a financial advisor that is also a professional woman that runs her own business and has raised children. When she had her 70th birthday party, she invited the most important people in her life, her best friends, family and her financial advisor.
It was important to her financial advisor to provide her with holistic guidance and the clear explanations whenever she has questions. To help her organize her financial life, her financial advisor came to her house and helped her go through old financial documents to decide which ones she could discard and shred. As part of her financial plan, she helped fund her grandchildren’s college education. It is very important to her that she has a financial advisor she can confide in and trust.
A professional woman works at a large tech company in Silicon Valley. She is a widow. She wants financial guidance and help managing her investments. She had never done a financial plan until she started working with us a few years ago. She worked with her financial advisor and created a plan that showed she was on track for retirement.
Her advisor has taught her about investments and how the stock market works. A review of her life insurance policies enabled her to have a strategy for the policies she has had for decades. She is implementing her financial plan, plans to retire within the next year and feels more confident about the future.
