Some women have a conflicted relationship with wealth, such as wanting both financial independence and someone to take care of them financially.  Others abdicate wealth management decisions to their husbands.  A mature relationship with money sustains and enhances personal relationships and is important for many other reasons, not least because women age 65 and older are three times more likely to be widowed than their male counterparts.

We work with women of all ages to address their fears and desires and prepare them to take responsibility for their wealth.  Common themes include:

• Taking ownership of my money
• Becoming a wise steward of my resources
• Positioning myself more intelligently when negotiating
• Talking about money effectively in my primary relationships
• Helping my children become financially mature

Women are often the leaders in their families in raising financial awareness, so we designed Women, Wealth and Wisdom to meet the needs of women across multi-generations.