Women face unique financial challenges and often find investments overwhelming, complicated and boring. Life-transitions are stressful, even good ones. For many women, divorce or death of a spouse might leave them feeling vulnerable and unprepared to take full financial control of their future.

Common financial needs:

• Support and guidance over months and possibly years
• Help organizing and prioritizing financial decisions
• Information and guidance to make sense of complex financial matters
• If appropriate, recommending suitable investments for short-term and long-range planning until they are emotionally and mentally ready to make big decisions
• As part of the divorce process, our role is to help accurately project what the end result of different settlements will look like and how it might impact long-term financial well-being

Common financial goals: prepare for a secure retirement, long-term care planning, and philanthropic advice. Women appreciate a collaborative educational approach to financial decision making.