What is woman-first planning and why is it important?
Woman-first planning means recognizing and allowing for the unique needs of women in all that we do as a company. It’s important because women are different. Our earnings and career lives are often different…In general, we earn 82 cents or less for every dollar men earn and that leads to a wealth gap. We live longer than men…In fact, 74% of women die single. Plus, we often view money and planning differntly than men.
The combination of these means that traditional planning isn’t always a good fit. Sometimes there are missing elements or we have to make compromises to make it fit us and that complicates the process. The bottom line for us as women is that we have to do more with less. So, being in control of your money is key. And, planning is a great tool to accomplish that.
How We Work
We use a Collaborative Approach where you become an active participant in the process from the start. And, we offer Values-Based Planning with a twist. That is, our plans are based on your values and your goals because we know that your values impact your ability to achieve your goals. And, the twist is, since we’ve been in your shoes we are aware of the types of challenges you might face and we incorporate contingencies in our plans to help mitigate their effects so you can stay on track to achieve your goals.
Remember, when you are in control of your money, everyone benefits.
Sign up a Complimentary Strategy Session so we can discuss your goals and challenges as well as options to help you meet your goals.