Our vision is to create a world where every woman is clear to her needs and desires; engaged in her own financial affairs and confident in using her natural strengths when making financial decisions.
Women are more inclined to take a holistic approach when making decisions about money. They tend to look at money as a way to feel safe and secure and often times feel burdened with worries that go along with the increasing responsibilities of managing their money.
Women want to work with an advisor who understands and respects their priorities and who is willing to educate and empower them to make good, confident financial decisions.
A recent study conducted by Allianz revealed that while women are assuming control over more wealth then ever before 90% of women feel at least somewhat financially insecure. And the studied also revealed that a lack of sufficient knowledge is the biggest barrier preventing women from getting more involved in managing their savings.
Each stage of a women’s life helps define her values and presents an opportunity for personal growth. The outcome of these stages can shape her relationship with others and is reflected by a range of emotions such as freedom, security, uncertainty, happiness, fear, fulfillment, and confidence. At the same time, life events may bring unexpected change and disrupt her daily routine. Certain challenges are expected at specific stages in life, while others are “out of sequence” and entirely unpredictable.
Understanding this complex interaction between life events and a woman’s stage in life can provides us insight into the emotions that shapes her immediate financial needs and concerns, and impacts her long-term financial goals.
It’s during these stages of life and defining life events that women most need the guidance of a qualified financial professional in helping her take control of her financial future.
By understanding a woman’s values and emotions we’re able to relate to her sense of financial security, and can lead her through all life stages and events – we can be a link between values and emotions and the financial solution that best addresses them.
These defining stages and events in a woman’s life present opportunities for us to help her overcome her financial obstacles and achieve her long-term financial goals.
There are also some startling statistics that show women now more then ever, need to get involved and take control of her financial future.
Let us spend time with you and help you identify your needs and present a well thought out, proven solution.
Contact Us for more information or to make and appointment.