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Appleton Office

1010 South Oneida Street,

Appleton, WI 54915

Women and Planning

Women now control 32% of the world’s wealth.

Source: March 2021 UBS.com report “Women’s Wealth 2030 , Page 4

Statistics show that 140,000 jobs were lost in the US in December 2020, and all of them were held by women.

Statistically speaking, 90% of women will be financially independent at some point in their life.

Only 26% of American women have investments in the financial markets, even though 41% thought it was a good time to do so.

Source: A 2019 investor survey from ‘S&P Global’; "The (Financial) Future is Female," Page 3

Average age of widowhood in the United States is 59.4

Source: US Census Data, 2011

Women’s life expectancy is 81 years vs men; who’s is 77

We understand the unique needs of women and we go out of our way to help women who are going through (or have gone through) life transitions.

We understand the unique needs of women and we go out of our way to help women who are going through (or have gone through) life transitions.

To name a few:

  • Career change
  • Business ownership / Entrepreneurial concerns
  • Divorce
  • Death of a spouse
  • Remarriage
  • Retirement
The women we work with often feel so much uncertainty and wonder…

The women we work with often feel so much uncertainty and wonder…

  • “Will I be okay?”  
  • “Will I ever feel secure again?”
  • “How do I redesign my finances after my whole world has changed?”
  • “How do I know how much is enough to retire?”
  • “How can I feel organized and more secure that I am not forgetting anything?”
  • “I don’t feel confident when it comes to finances, and I need some guidance!”

Our gift to you…

We are offering to meet with any woman who is feeling any of the concerns listed above.

During this meeting we will explore your fears, identify your values, clarify your goals, and document your resources. Part of our gift is to provide a written summary of this meeting. The summary will include our observations, as well as our approach to organizing and enhancing those areas of your financial life. We call this meeting the Discovery Experience.

Our goal is to provide all who go through our Discovery Experience a better understanding of their financial situation, knowledge of the opportunities to enhance their situation, and a roadmap of how to get started.

THE INVITATION

Are you ready to accept this gift?
Click the link below to schedule your own Discovery Experience!

Schedule Discovery Experience