I find that most of my clients are accomplished women who have worked hard, built exemplary careers, saved well, and are living a great life, but given little focus to the impact their finances have on their future lifestyle.

Many are entering a new phase of life raising fresh financial concerns, and this uncertainty and lack of financial confidence is creating unwanted anxiety. Most women want to have meaningful conversations that help them uncover their direction as they enter this new phase and at Women’s Worth, we've created an environment where women are heard, encouraged to recognize their worth, and make confident financial decisions. We find that it doesn’t matter if they are single, retiring or recently lost a loved one, they all share the same concerns: 

WHY WOMEN?

Will my money last?

Can I maintain my lifestyle?

How can I feel more confident moving into this next phase of life?

LIFESTYLE BY DESIGN

PROCESS

We’ve refined and simplified our signature process to specifically appeal to women, ensuring a seamless financial planning experience where women feel fully heard & supported. 

THE
LIFE BY DESIGN
PLAN

Together we will create a LBD plan for you to find the confidence you need to live the life you want through every changing tide.:

1

○ Clarify your values
○ Define your ideal lifestyle
○ Review assets and resources
○ Design your unique plan!

Delicately balancing your investments to ensure your money lasts your lifetime

2

BALANCED
INVESTMENT
STRATEGY

○ Preservation of capital
○ Steady Growth and Income
○ Reallocating funds
○ Distribution of retirement assets

An ongoing series of engaging gatherings for women designed to inform, educate, inspire, and build confidence.

WORTHY
WOMEN’S
CIRCLE

3

○ Worthy Talks with Inspiring Speakers
○ Informative Educational Presentations
○ Worthy Women Active Events
○ Supportive Community for Worthy Women

INVESTMENT PHILOSOPHY

At Women’s Worth Advisors™, we can sum up our investment philosophy using three cliché’s:

  • It’s not rocket science. Investing doesn’t have to be complicated.

  • Nothing ventured, nothing gained. Attaining gains through growth.

  • Don’t put all your beach shells in one pocket. No one investment has it all; we believe in diversification and balance.

NEWSLETTER

Receive occasional and informative musings on women, finance, and women’s finances along with details on upcoming events.