Financial Planning for Women 45+
Helping Women Achieve Greater Financial Independence
As a woman in pursuit of a fulfilling and secure future, smart financial planning can create a roadmap to your life’s passions. If you are a single woman, a widow or a divorcee, and would like to strengthen your financial situation, we are here to help.
WE WANT TO
UNDERSTAND YOU
Our in-depth, all-encompassing
process focuses on asking questions,
such as:
-
Am I living a fulfilled life?
-
How will I spend my time?
-
Am I doing what I enjoy doing?
-
What will keep me inspired?
FINANCIAL WELLNESS
PROGRAM
Focus on enjoying your retirement with
a plan designed specifically for you
Could you be leading a happier, more fulfilling life with the money you have?
OUR FINANCIAL PLANS INCLUDE:
Retirement Strategies
- What are my retirement needs and goals?
- From which source of money should I draw from first?
- Are my retirement assets in line with my risk tolerance, goals and values?
Social Security Planning
- What is the best age to file for benefits?
- Am I receiving all of the benefits that I am entitled to?
- What are my benefits as a widow or divorcee?
Future Goal Planning
- When do I want to achieve my next life goal?
- How much money will I need to achieve that goal?
- Would I like to have a framework for making financial decisions that are based upon my unique values and goals?
Navigating Financial Planning for Divorced, Widowed or Single Women
Your marital status should not deter your financial future. With a dedicated financial planner for single women, you can confidently pursue your goals and live the life you truly desire
12 FINANCIAL
HURDLES
12 Financial Hurdles Women Face, and How to Overcome Them
Though inherently unfair, women often don't get the financial education they deserve and need in order to be financially successful. We want to provide you with that financial education.
According to the Social Security Administration, once both genders reach age 65, the lifespan of a man is 84 while the lifespan of a woman is 86. These numbers are median statistics and take into account the entire population of the U.S.. It is acknowledged that those who possess higher incomes and higher levels of education, tend to live longer than those who are not so fortunate. Therefore, you need to assess your personal situation and perhaps add a few more years onto the numbers just mentioned.
Download now and learn how to empower yourself.
WE WANT
TO HELP
Implement an all-encompassing
financial plan so you can face
retirement with confidence
When it comes to your money, what is important about
money to you? When you can answer that question, your
money will be in sync with your values, leading to
a happier lifestyle.
TAKE A MORE
COMPREHENSIVE APPROACH
Incorporate an investment strategy into your financial plan to ensure all pieces of your finances work together
Do you have an investment strategy that is
aligned with your age, goals, risk
tolerance and personal values?
LEARN MORE ABOUT WORKING WITH
A FINANCIAL RETIREMENT PLANNER
Get all of your financial questions
answered so you feel comfortable knowing
we are the right fit for you
A 4-step process for financial planning and investment planning services.
A fee-only firm meaning No commissions, No sales charges, and No hidden fees. Our fees are completely transparent.
We are particular as to who we work with because we want to establish a long-term relationship with our clients.
HAVE A
QUESTION?
We've got answers. Reach out to a trusted financial planner today.
"*" indicates required fields