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
Find a Trusted Advisor and Avoid Salespeople
Have you ever gone to the bank and felt like they were just trying to sign you up for more products? They treat you like a number and just try to take more of your money. It’s not their fault, that is what they are trained to do. They are looking out for the bank’s best interests. A trusted advisor is interested in what’s important to you. They want to listen and get to know you so they can serve your best interests.
We’ve worked with many women with varying levels of wealth, understanding and involvement in their finances and make them a part of their future planning process. We want to empower you with all the knowledge to be able to make the best decisions for you and your family.
Have been with Network for 15 years so I think this length of time speaks for itself. Interested in you as a person and takes the time to learn how you want your investments to work for you. Like the fact that you can talk with a live person without having to listen to a series of questions and having to press buttons to eventually talk with someone.
Appreciate the time and work involved Networth puts in to preparing info and its presentation to you face to face. As a visual person I am able to understand how my investments are being handled and how they are working for me.
As noted previously 15 years with Networth speaks for itself.
I had not worked with any other financial advisors other than Reagan.
I have found Reagan to be very attentive to my needs and is able to arrange things to suit my needs. My overall experience has been very positive. Even though investment, financial matters aren't a big priority for me, Reagan has done a very good job of helping me see and understand my financial picture!
Pleasure working with you!
Mark & Gladys Verhelst
We have been benefiting from Networth’s guidance since 1996. We like that the service we receive is focused on more than just the amount of money that we have to invest. They helped us to understand and define the values that are important to us, and from these values identified the financial requirements required for us to sustain a life-style in retirement that aligns with the values. Once the financial requirements were known the right investment approach was then developed.
In our regular progress meetings we review how we are progressing towards our financial target, discuss if any of our values or goals have changed, review any changes in our lives that may impact our goal, and then together we discuss if any changes should be made to our investment approach.
John & Michelle Bergen
"We choose to work with Reagan and Networth because they are professional, thorough, and approachable. If we have an idea they give good knowledgeable advice around the reasons it is good for us or not. It is refreshing to deal with an organization that is honest, genuine, and has integrity. We never feel pressured as Reagan listens well before providing any advice."
D & L Phillips
"We like the stability provided by Reagan and the Networth Team. Over the years a great relationship has been created because of the level of knowledge, comfort and sense of humour that is present in our meetings together. We feel very comfortable being served by Networth Management."