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Be Financially Fearless
I created a “Women Focused” wealth advisory practice because I wanted to help women bridge the confidence gap when it comes to investing. With extensive global investing experience and a career that spans over 24 years and three continents, I have often seen how the financial planning industry fails to adequately address women's unique needs and perspectives.
Women live longer, earn less, and head far more single-parent households than do men. Many married women still defer much of their financial decision making to spouses. Yet nine out of ten women will handle their own finances at some point in their lives. I want to help them better prepare for this inevitability.
As a single woman and a mother of two, I know from personal experience that financially informed and involved women make the best choices. Today, all women — single or married, widowed, or divorced need to plan-ahead for their financial well-being and the financial well-being of their families. This requires that they take control of their finances today and learn how to save, invest, and plan for their future.
I created a “Women Focused” wealth advisory practice because I wanted to help women bridge the confidence gap when it comes to investing.
These books, organizations, and online resources provide useful information for women in transition.
69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in this infographic.
Senior Vice President, Financial Advisor
Advisor Support Manager