Women & Money

"I truly believe that liberty for a woman comes from the ability to make financial decisions for her life."

- Rema Bint Bandar Al Said, Saudi Arabian Ambassador to the US

Growing up, I watched my Mom raise three kids on her own. I quickly learned the importance of money and its long-term impact on financial decisions. As an advisor, I want to ensure women have a comfortable, safe environment to discuss their financial goals and help them find the tools to achieve their dreams.

The first priority for me and my team is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

There are compelling reasons you should consider finding an advisor you feel comfortable with and taking the next step of developing a plan:

• Women making financial household decisions increased by 30% for the five years leading up to a 2019 McKinsey study. However, many women feel they need more assets to approach working with an advisor.
   
• Over 70% of women change financial advisors within one year of the death of their partner. Until recently, investing was considered “a man’s world.” Women need to feel comfortable discussing their finances before a significant life event occurs. 
   
• Women earn less than men and need to save a more significant portion of their salaries to meet their long-term financial needs. 
   
• Women often put their careers on hold to care for children and aging parents. The time out of the workforce can have a substantial financial impact. 
   
• Women are often more conservative with their investments. Understanding all your options and the impact of balancing the risk and reward spectrum is important to maximizing your long-term opportunities.