If you spend any time at all on my website, you’ll quickly discover that I focus on serving widows, divorcees, and other independent women.
One of the primary reasons for my deliberate focus on helping women is based largely on my Mom’s story and her financial experience after she and my Dad divorced many years ago.
But there are other, more subtle reasons why, and I’d like to share a couple with you today . . .
Wealthcare – my financial planning and advice process – isn’t designed to be gender specific. In fact, it works equally well for men, couples, young, old, and pretty much anyone else. In fact, while my focus is on serving women, I have some couples I’ve worked with for many years.
If you continue to come back to Wealthcare, then you will see a lot of posts that are targeted towards single women, but even if you’re married, I would love to work with you. A lot of women that are married or are in relationships that don’t have the financial knowledge that they need. It’s important that even if you’re married, that you keep up with your finances.
But I think Wealthcare is particularly well-suited to women, and it’s because my approach to financial planning for women involves first getting the money out of the way so we can talk about what’s really important in your life and the lives of those that you care about.
Certainly not all, but most guys just want to talk about the money and investing and returns and track records and things like that. Values, go, ls and priorities are an afterthought if they’re thought of at all.
The true value of my work with women is spending the important and necessary time up-front to learn about and understand what’s most important in your life. What makes you tick. What brings a smile to your face and warmth to your heart. Some of these things will require money to achieve, but not necessarily all of them.
And it’s not just an initial exercise that is soon forgotten as we turn our attention to your money and savings and investments and other financial matters.
Just the opposite.
Your values, goals, and priorities are the foundation for the plan we create for you and they permeate all the work we do and conversations we have together. In fact, whenever we sit down to review your financial strategy or address any questions you may have, we’ll always go back to your goals (ideal and acceptable) and make sure they’re still aligned with your values and what’s important in your life.
Money is just one way to keep score. I think the better way is to work towards checking off your goals and dreams as you focus on living your best possible life.
Love it or hate it, money is what makes the world go around. There is nothing that we can do about that, but it’s important that you have the resources and knowledge that you need to make the best decisions for you and your family. When you’re managing your finances, there are dozens and dozens of different factors that you will need to look at to ensure that you’re managing your recourses wisely.
If you don’t manage your finances well, then that’s going to keep you from reaching your goals, regardless of what they are. If you want to open up your own business, or retire to a tropical island, then it’s vital that you take hold of your money as soon as possible.
It all starts with a phone call, and I’d love to hear from you. If you have any questions about finances or need any specific advice, please contact me today. I would love to answer any questions that you have, and ensure that you’re getting the financial guidance that you deserve.
This website is going to cover everything from life insurance to investments methods. It’s my goal to cover everything from A-Z. I hope this website becomes your one-stop-shop for everything that you need for your wealth.
If you want to take advantage of all my resources and to get some personalized advance and guidance, it’s very easy to do. The first thing that you should do is request a call (which is very easy to do. All that you have to do is click the green button in the top-right corner and then pick an available date).
After you’ve scheduled your call, we will talk and complete a discovery session. During this call, we will look at what your goals and dreams are. This is going to be the foundation of your financial map. If we don’t know where we are going, how can we know how to get there?
The next part will be building your action plan. This is going to be the different steps that you will need to take to achieve your goals and have financial peace of mind. To get started with your financial journey, all that you have to do is request a call.
Regardless of what your relationship status is, or what kind of financial background that you have, please request a call today. I would love to talk to you and help you build a map that will lead you directly to all of your dreams. One of the worst things that you can do is let your finances run themselves.