Financial Literacy

Control your financial future.

“We believe all women can achieve financial independence and build wealth for themselves and their family with the right information, tools, and a financial roadmap.”

Women are facing significant challenges when it comes to financial decision-making. Women admit to a lack of knowledge about financial solutions that can help them. This is concerning especially if we consider how greatly women’s financial needs differ from men's. Women save 43% less for retirement than men. 58% of women switch to part-time jobs or flex time or lose their income entirely to balance work and family caregiving. Women are living 7 years longer than men while the average of a widow has dropped to age 59. That means women may live up to 25 years as a widow.

We first help our client identify her financial goals and what current plan is in place to achieve those goals. We then engage in a financial literacy learning experience allowing our clients to understand and benefit from tools so they take control of their financial independence.

We cover:

Budgeting
Credit card and student loan debt management
Borrowing and Financial Strategies
Understanding Cash Flow
Protecting Assets for retirement and your loved ones.
Effectively planning for the present and future needs

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