Finances for Women


Get the confidence to feel comfortable about your money.

It all starts with understanding your finances

Unfortunately, women don’t always know where their money is going or how to make it work for them to build retirement income. We want to change that.

Most women play a part in planning their financial futures. That's good news! A 2019 survey found 73% of women are managing their long-term finances — not just their household budgets, as the outdated stereotype suggests. The problem is that 43% of women aren't confident in making those long-term financial decisions.1

Our goal is to help you understand your financial situation so you can make informed decisions about your money, whether you're married, single, divorced or widowed.

1 Tracey Longo. Financial Advisor. Oct. 22, 2019. "Women Manage Their Long-Term Finances, But Lag In Confidence: ACLI." https://www.fa-mag.com/news/women-manage-their-long-term-finances--but-lag-in-confidence--acli-52293.html. Accessed Jan. 15, 2020.

Ready to get Your financial questions answered?

And get your money working for you?

Or give us a call at 978.406.9137