16% of financial advisors - roughly 49,000 - are female,
according to a 2017 survey by the research firm Cerulli Assosiates.
Why is it important?
Women have different financial needs and goals. Not only do we have different wants and needs, but women also have different levels of financial knowledge, expertise, and comfort. One size does not fit all.
From career woman to wife/partner, and from caring mom to single motherhood,
separation and divorce – women go through more transitions during a lifetime than most of us realize.
Would you like to know more?
Book an initial consultation with Pamela to create your personalized financial plan.
WHY TRANSITION PLANNING AND SUPPORT IS IMPORTANT
However, LIFE HAPPENS, and that’s why we’re here to help women navigate
through all of those transitions safely and securely.
Women are often considered the more “resilient” of the sexes – and for good reason. But with so many different hats to wear – some of them simultaneously – there’s always the risk that you might make some missteps.
Whether it’s the challenge of starting a family, managing a career, paying for that new home, funding your child’s education, dealing with separation or divorce, or acting as a caregiver to an aging parent – you need help as you transition through all of those roles. And that’s exactly what our caring, experienced, and qualified professionals are here to provide you.
WHAT WE CAN DO FOR YOU
Our multi-disciplinary teams come together to offer women the right type of transitioning planning and support.
It could be sage advice through a Certified Divorce Financial Analyst (CDFA™), the measured wisdom of a Certified Financial Planner (CFP™), the knowledge of a Certified Mortgage Planning Specialist (CMPS), the expertise of a Certified Estate Planner™ (CEP®), or the experience of a veteran Insurance planning professional.
No matter what your needs are, we have the experience to help you through every transition in your life.
Here’s a preview of what our Women in Transition planning
and support service covers:
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In the unlikely events
Our experience, backed by statistical evidence, shows us that most women aren’t as “plugged in” to the family finances as they ought to be.
So, when the disability or sudden death of a spouse leaves women facing an unplanned transition into the role of family Chief Financial Officer (CFO) – most are ill-prepared! Our trained and certified professionals will help you through these uncertain times -
Going it alone
Women facing separation or divorce often face a crisis of identity, that’s compounded by the fact that they feel overwhelmed by the financial implications of this stage of their lives.
Transitioning from married to single-again often results in financial challenges (some rather acrimonious!) that most women find stressful. Without the right professional advice, uninformed decisions can be made that could leave you and your dependent family members (children or wards) at a huge disadvantage for the rest of your lives
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My home
A woman transitioning into yet another phase of her life might need to consider moving house, downsizing, or taking on a second mortgage.
Our loan and mortgage specialists can offer you a variety of ingenious options to address those needs
Your support team
Women in transition have a whole set of financial challenges and needs that are unique only to women. But you don’t have to go it alone.
From making investment decisions to dealing with divorce and separation mediation, arbitration, or litigation, to planning for life after widowhood, divorce, or separation, to assuring a secure retirement on your own terms – our experienced team of women advisors is here to help!
Would you like to know more?
Book an initial consultation with Pamela
to create your personalized financial plan.
