We're so glad you're here.
Welcome
Women investors have been the hot marketing push for well over a decade, so you should know that you are part of an in-demand group.
But is being targeted the same thing as being catered to, much less truly understood?
Clear Steps to Take
If Financial Concerns are sapping your energy, you're not alone
Per the Fidelity Investments® 2021 Women and Investing Study over 70% of Millennial and GenX'ers have been kept up at night by financial concerns, and close to 60% of Baby Boomers have as well.
What keeps Women from Pushing the Button on Investing? Lack of Clear Steps
In short, the Unknown. Per Fidelity, 65% of women say they'd either be more likely to invest or would invest more if they had clear steps.
OK, So What Clear Steps Can You Take Now?
Clear Step 1: 77% of women involved in the Fidelity study shared that having a financial advisor's help in investing would lend them more confidence in their financial future.
Clear Step 2: 71% of those who already had set up a financial plan said they felt more confident. Let's do that, too.
Ready to Take Those Steps toward a Confident Financial Future?
Get started. Get in touch with us, and let's begin to put together a Plan for you. Our goal is that your understanding of your investments and confidence in your financial future grow with each year we work together.
Want that confidence? Push the button.
Who is the Woman Investor?
Who She Includes
Who She Includes
Who She Includes
According to Fidelity Investments® 2021 Women and Investing Study substantially more women - 67% - have begun investing outside of retirement savings in the past few years. Specifically, that's an increase of 44% since 2018. These are some bright and forward-thinking women.
And The Woman Investor is seeing results. Fidelity's study shows that on average, women didn't just see positive returns on their investments - those returns were actually higher by .4% than those of their male counterparts.
Who She is Not
Who She Includes
Who She Includes
She's not a cookie-cutter member of a generational slice, be it Millennial, Gen X, Baby Boomer or someone else entirely. She is her own person within the context of her life, her dreams, and her specific circumstances.
She's not a "niche" market. (How is 51% of the population a niche?) She's the CFO of her own life, and quite frequently of her family.