Learn how women face a different financial life journey to men and how to ensure the outcome towards the end of their lives is not negatively impacted as a result. By managing investments wisely women can narrow the gender wealth gap that can persist towards the end of their lives.
How much of a gap do gender differences create in women’s finances?
Our research shows almost 60% of women do not engage in the most important aspects of financial well-being: investing, insurance, retirement and long-term planning.
With our proven Wealth Way three step consulting approach we help you create a financial plan to achieve your life goals, so you can minimize Jane's situation illustrated above.
It starts with a conversation and questions to uncover what’s important to you: your financial goals, values and legacy.
We’ll jointly determine three strategies – liquidity, longevity, and legacy – and tailor them to your short- and long-term goals in life.
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