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Women and Money

Why It's So Important for Women To Take Control of Their Finances

A Matter of Strength and Necessity

A Matter of Strength and Necessity

Personal finance is extremely important for women. Listening to and educating women on their finances is important to help them meet their life goals. That’s what we do for you: listen, educate and help.

  • Financial independence isn't just about how much money you have. It's also about having the confidence to make your own decisions. Female or male, single or married, we all need to be in control of our financial lives. But women especially need to take greater charge. By doing so, we can be in control, make decisions that help us get to our goals—for ourselves and for future generations. 
  • For women, financial independence isn't just a matter of strength; it's a matter of necessity.
  • Longevity plus lower wages mean women need to work harder, save more and learn to be in charge of their finances. Women need to understand where they are, where they are going and how to get to their goals
  • From retirement to investing to financial management, there are steps women—and everyone—can take to better control their financial lives.
Why is it important for women to understand and plan their finances?

Why is it important for women to understand and plan their finances?

RETIREMENT
Women need more for retirement

Due to longevity and health care costs, women should plan for longer retirements. Use our 2-minute quiz to find out if you’re on the right track.

PERSONAL FINANCE
Savings & spending checkup

When you know how much you have and where it goes, it can help you feel better and reach your goals sooner.

CAREGIVING
Leaving work to care for loved ones

Caregiving can be an emotional, physical, and financial commitment that can take its toll.  Juggling work, family life and care giving can be an emotional and financial rollercoaster 

As a result, you might consider quitting your job to care for your loved one but think carefully before you do this because the costs to you in lost income and future earning potential are not insignificant. For most of us woman though, it is worth it and we wouldn’t have it any other way.

I'm a Woman and Want to Take Control of My Finances

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<b>How women can make a financial plan. We can help with each step.</b>

How women can make a financial plan. We can help with each step.

  1. Write down your financial goals. Having financial goals is the foundation for your financial success
  2. Start an emergency fund
  3. Pay off debt
  4. Create a financial plan to invest
  5. Get the right insurance
  6. Create a plan for retirement
  7. Plan for taxes
  8. Create an estate plan

It all starts with you!  And we will be here to help you.