There are many reasons you might wish to approach financial planning a little differently. As a woman, you can expect to live on your own financially a third of your adult life, so it simply makes sense to educate yourself on how to manage wealth wisely. Of course, we’re here to help you establish a plan designed to help ensure your financial future.

As with all our clients, we’ll begin by listening, getting to know you and your family’s specific situation. We understand that women at different stages in life will have very different goals, and we’re more than capable of creating and maintaining a financial strategy that makes sense for you.

If you should find yourself suddenly single, we can offer a voice of reason to help you adjust to your new situation and move forward. This allows our clients to navigate through the emotional turmoil brought on by the loss of a spouse, whether through divorce or death. With care, support and guidance – even a shoulder to lean on – you’ll gain new confidence as you take control of your financial well-being.

We also recognize that successful women – business leaders, entrepreneurs and professionals – are often at the peak of their careers, earning more than ever before. With wealth comes responsibility – planning and positioning for a financial future for yourself, your business and your children. We know, too, that college tuition rises every year, and many parents want to secure their children’s education without sacrificing their own goals along the way.

Stay-at-home moms have their own set of challenges, particularly when it comes to saving for retirement. Just because you’re not contributing to a 401(k), doesn't mean you’re not contributing in a different way by managing the household, budgets and debt. It does mean, however, that we’ll need to be diligent about saving and investing for the next stage of your life, perhaps in a dedicated traditional, spousal or Roth IRA. The time to start planning is now.

As you near retirement, the focus will shift to a different set of considerations, including how to maximize Social Security benefits, withdrawal plans for your accumulated assets and more. In short, no matter what you’re going through, we can help.

To us, each situation presents an opportunity to make smart, pragmatic financial decisions to manage all you’ve worked so hard for. We understand the unique position you’re in, and we’re here to help you become educated and empowered when it comes to your wealth. Our knowledgeable, experienced advisors can get you started. Please contact Amanda Piper to learn more about how we can address the financial challenges you face and answer any questions you may have. In the meantime, review the resources below for more information about women and managing wealth.

Resources