BetterWealth For Women ​

Frequently Asked Questions About Financial Planning For Women

At BetterWealth For Women we understand that money is often an emotional issue, particularly for someone who has experienced a life-changing event, such as divorce, death of a spouse, or career transition. These events can sometimes trigger emotional money roadblocks that keep us from reaching our financial goals. While most financial advisors deal with money simply as assets on a balance sheet, we help untangle the emotional things that might be keeping you from moving forward in your financial goals.

We do not manage assets. We are paid for our financial planning knowledge and guidance. Our focus is to educate our clients on general asset allocation and how to manage risk by diversification. Through a combination of coaching and planning, we strategize together to make your financial dreams a reality.*

We work hard at building a trusting relationship with our clients and make it clear that we put their interests first. Always. We develop long-term relationships with our clients designed to deliver a meaningful impact on their financial future. Full disclosure is at the heart of our service to our clients.

We strive to simplify the financial planning process and make it less overwhelming. We don’t drop a forty-page plan on our clients and wish them well. We deliver the plan in easy-to-understand language and visuals. They can use the plan as their own roadmap, or we can implement it over time, according to their assets, goals, and comfort level. There is never any pressure at BetterWealth For Women only information, guidance, and insight.

We take the time to really get to know and understand our clients and their families, and the people and things that mean the most to them. This enables us to help them envision what’s possible with the proper planning and guidance. We help financial dreams come true.*[1]

Wealth building for Women, It's your story, begin the journey here.

BetterWealth For Women

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 *Coaching packages are not required as part of our services. They are available to those clients that would find them beneficial as part of their overall financial planning and goal setting strategies.
 *We understand that each person’s financial needs and concerns are unique to them. If you do not completely fit into one of these models, we may be able to suggest a modified plan that reflects your individual concerns after our initial discovery call. Our goal is to deliver valuable, easy-to-use advice designed to help YOU move forward. We will work hard to provide a strategy that fits you.

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