Women are eager for financial education, learning about long-term planning, and other issues specific to their life stage. For far too long, women have not been part of these conversations, felt unheard, or have delegated responsibility for major financial decisions to a spouse or partner. I witnessed this firsthand. My mother, college-educated, an elementary school teacher, and later stay-at-home caregiver knew little of what our family’s savings or investments totaled at any point in time.
The research chronicling the gaps in pay and financial literacy for women is well documented. A recent statistic I found eye-opening was that only 16% of women ages 40 to 65 have ever received any financial education. The same survey revealed that behaviors that can help with financial security are often underutilized, including that 60% of women have never talked to a financial professional. As no surprise, many women feel insecure about their financial future. Financial anxiety among women is real. This needs to change.
As an advice-only financial planner, I educate and arm my clients with the knowledge and tools they need to make informed decisions with confidence and plan for a secure financial future.
Following a more than 30-year career in investment management and insurance, I founded Plan For It Financial. In doing so, I followed my passion for helping others gain a deeper understanding of their personal finances. Distilling complex financial topics and presenting them in a straightforward manner is central to my approach and process. I take great pride in and am grateful for the opportunity to guide clients as they navigate the challenge of balancing living for today, while maintaining an eye toward the future. Bridging this gap through education, realistic goal setting, establishing priorities, and practical, actionable advice without the unnecessary layers of financial jargon and complexity is my firm’s primary value proposition.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.