Financial Planning
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Challenges Unique to Women
At some point in their lives, most women will be solely responsible for their financial security
The Facts
The Problem
Evidence shows many married women are putting their heads in the sand. Over half of married women leave family investment decisions to their husband.
What Financial Struggles Do Divorced and Widowed Women Face?
  • Lack of confidence about their financial and investing knowledge      
  • Finding financial surprises and blaming themselves for not knowing more      
  • Experiencing difficulty learning something new and important (finance) during a time of emotional stress
Why Do Men Feel Twice as Confident as Women about Their Financial Knowledge?
Steps You Can Take Now
Have a conversation with your partner about your finances. Topics to include:
The 2X Value Proposition
Many advisors recognize the issues women face, but…
Own your financial future now, don't wait for a crisis.