Financial Guidance by Women, for Women
Financial planning that’s tailored for women? Yes, please!
My name is Fan & I am a Wealth Advisor.
Women have unique financial needs, and traditional advice often skips over things like longer lifespans, income gaps, and career pauses for caregiving. But here’s some exciting news: a 2024 study from Fidelity Investments® shows that 7 out of 10 women are now investing in the stock market—an 18% jump from last year! More and more women are stepping up and taking control of their financial futures.
Even with this progress, financial stress is still a big deal. Over half of women in the study admitted that money worries keep them up at night at least once a month. That’s where having a financial plan that’s crafted with women in mind can make a huge difference.
Simple Steps to Kick-Start Your Financial Journey
1. Dream Big and Set Goals: Think about what you want—whether it’s a cozy retirement, a dream home, or buying a new car. Break your goals into smaller steps to make them achievable.
2. Create a Friendly Budget: Set up a budget that fits your lifestyle! Apps like Rocket Money or YNAB (You Need A Budget) make it fun and easy to see where your money’s going.
3. Jump Into Investing: You don’t have to wait for the “perfect” moment. Start small and let your money grow! Platforms that offer robo-advisors help you create a balanced portfolio without needing expert-level knowledge.
4. Get Some Solid Advice: A financial advisor who gets your unique needs can be a great partner in this journey. Look for someone who’s a fiduciary (such as a CFP) and committed to helping you succeed.
5. Stay Curious: Keep learning about finances with resources like Investopedia or podcasts such as “Inevitable Wealth” from Liberty One Wealth Advisors, and you’ll feel more confident in making decisions.
By taking these steps—and having some fun along the way—you can build a solid foundation for a bright financial future. Whenever you’re ready, I’d love to help you create a plan that works just for you!