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.

Whether single, partnered, divorced, or widowed, having an advisor who understands your goals can be vital to your long-term financial well-being. 

One of the most impactful discussions I have with women regarding money is their concern about outliving their savings. Because women live an average of five years longer than men having insight into their finances before a major life event can start to bring them peace of mind.

 

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.1 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.2 Understanding all your options and the impact of balancing the risk and reward spectrum is important to maximizing your long-term opportunities. 

Whether single, partnered, divorced or widowed, I want to work together to understand your personal and financial situation. Even if you feel like you don’t have enough assets, let’s talk. There are different options to consider. I want to help ensure you understand your choices.  

Let's work together to help you build the financial future of your dreams.

Thank you!
Oops!