Women Deserve Financial Services That Serve Their Lifestyle
Women take on numerous roles in their life - career woman, mother, caretaker just to name a few. You take on the responsibility of taking care of yourself and everyone around you. And you do it so well, you make it look easy. But we could all use a little help sometimes. No one knows or cares more about your family's financial future than you. But you may not know exactly how to get there.
You manage your family’s finances, and perhaps you’ve worked with an accountant or advisor in the past. The bank handles a lot of your finances. But you can’t help but feel like you could be doing more. You want someone who is going to understand your family's future goals and help you get there with a personalized plan. Not a generic “one size fits all” approach. Because you are more than a number. You and your family are unique and have your own goals and your own dreams. We want to help make them a reality.
If you’re a female entrepreneur and you’re looking for ways to align your business and personal financial goals,
review our small business services.
You Deserve To Be Involved In the Planning of Your Future
At Networth, we’ve worked with many female clients. And over the years have realized that women have unique financial concerns that deserve a personalized approach. As the primary caretakers in their family, a lot of the responsibility lies with women to make decisions around education funds, estate planning, maintaining a decent standard of living, or simply making sure you don’t outlive your savings.
Our approach is to listen and learn about your goals, and make personalized recommendations with you. We believe you are the best person to make financial decisions for your family. Therefore we don’t want to manage a portfolio on your behalf and check-in with you once a year.
We want a collaborative relationship where we work together. With your goals and our guidance we can make your dreams come true.
The Financial Services Industry Fails Women
The financial services industry has failed women for too long. We want to be a part of the change and help make recommendations while considering these factors:
What Can We Help You With?
Increasing numbers of women are pursuing careers, holding executive positions or owning their own business. However, successful careers may be interrupted due to child-rearing, death, failure of a business venture, divorce or relocation of a spouse.
Although there are many women in the workforce today, average wages for women are still lower than those of men, which may result in minimal savings and no pension plan.
We focus on working with you and providing you with all the necessary information to make the right decisions for you and your family.
Our areas of expertise include:
- Proper insurance coverage and risk management
- Cash flow analysis and budgeting
- Debt management
- Asset management
- Investment returns
- Bond and stock valuation methods
- Investment theory and strategies
- Tax planning considerations and computations
- Estate planning
- Projections and recommendations
- Implementing the plan
- Monitoring the plan