101 Metro Drive
We are Uniquely Designed to Help Professional Women Achieve Their Financial Goals
Our team of 8 includes 6 women that 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, 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 that are preparing to go to college, so they are touring colleges with their children and looking for ways to fund the education. Some clients are preparing for retirement and are facing important questions such as when to retire, when to take Social Security and how to pay for healthcare in retirement. Some clients are providing care for their elderly parents.
We can help you through these important life events and many more.
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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.
The stories provided are representative of client experiences to illustrate the services provided by Financial Journey Partners. These stories do not reflect specific opinions or endorsements of any clients and should not be interpreted as such.