Empowering You to Embrace Your Financial Future!

When it comes to your future, it is important to take an active role in your own financial picture.

According to a recent study on women and financial wellness,¹ 94 percent of women believe that they will be solely responsible for their finances at some point in their lives. Are you prepared for this?

When dreams change, doing gets more important. Women’s journeys to retirement are different than men’s. Do you find yourself stuck in the middle of two generations in need of care? The sandwich generation has emotional and financial concerns like no other. Fortunately, there are strategies to help.

Do you feel overwhelmed with all the options and decisions that are involved when planning for retirement like generating an income, healthcare, long term care issues and leaving a legacy for your loved ones? Choosing someone you trust to help you make those important financial decisions is vital. Working with a Fiduciary advisor who inspires confidence can be invaluable in providing the financial resources and education for the decisions you’ll continue to make for the rest of your life.

Two important components of any retirement plan are: the dreams you have for what it will entail and the work you must do to bring those dreams to life. While those two components exist for everyone, women may face unique challenges when on their journey to retirement. Dream/Do is about empowering you to dream big about retirement and do what it takes to get there.

Throughout the Dream/Do process, I will:

  • Provide exercises to help walk through how you can identify and outline achievable dreams for your retirement
  • Explore some of the steps you can take toward doing what you may need to do to realize those retirement dreams
  • I will work with you to help you balance the dreams you have for retirement and what you may need to do to get there

Dream/Do is about finding balance for you and helping you feel empowered to dream it and do it now.

¹Bank of America Corporation Jun 22, 2022