DID YOU KNOW?
 

• 90% of women will be solely responsible for their financial decisions at some point during their lives.¹
• Women live longer than men – on average, about five years longer – which means their retirement savings may be challenged to withstand increased longevity.²
• Perhaps exacerbated by increased longevity, women are likely to experience significantly higher health care costs during retirement.
• 38% of women do not have a financial plan to address the fear of outliving their retirement savings.³

Investing for retirement can be a challenge for anyone, but women, in particular, face many unique challenges when it comes to building a proper nest egg.  As the financial industry begins to shift, studies have begun to show that women think differently about wealth than men.  Areas such as saving, budgeting, investing, retirement, and what they expect from a financial advisor are examples of this paradigm shift as women’s economic influence continues to rise.

Our practice is designed to address women-specific wealth management and investing issues.  I work with a broad array of female investors who all have a unique story.  These include women who are:

• Key decision-makers in their households
• Just getting started in their careers
• Divorced, separated, or widowed
• Married breadwinners
• Married contributors

 
Regardless of your situation, we will:

• Help you frame your financial situation
• Speak in a language you understand
• Treat you like an equal
• Help you stay focused on what is most important to you
• Journey with you as you work toward financial independence

¹ Morningstar, “100 Must-Know Statistics About Women and Retirement,” 2021
² U.S. Census Bureau, 2020
³ Equity Compass, The Value of Retirement Planning for Women, 2020