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Lifestyle by Design

Webinar

Friday, September 18th, 12:30p – 1:00p

How to Design a Life You Love So You Can Live Well & Retire Comfortably… Without Sacrificing Your Lifestyle
Attend this FREE webinar because among other things it reveals:
1. The Lifestyle by Design Process
2. How to Set and Achieve Your Goals
3. The 4 Rules of Money For Women

RSVP by calling #760-692-5700 or completing the online form.

Becoming a Seriously Savvy Woman

Webinar

Wednesday, August 19th 4:30 – 5:30p

In this workshop we talk about your natural strengths as a woman and how those strengths apply to managing money and investing.
Catherine, a CERTIFIED FINANCIAL PLANNER(tm) will facilitate the discussion.
She’ll also offer tips, including how to find the right relationship with a investment adviser. Someone you feel comfortable with. Someone you trust.
RSVP by completing the online form.

Lifestyle by Design

Video Training

(How to Budget, Create a Financial Plan and Set Goals)

In this video you will learn our Lifestyle by Design process that will help you clarify your unique wants and needs to create a financial plan unique to your style of living.
Understanding what each investment product is designed to do for you and how it will help you achieve your Life by Design is critical in creating more comfort and confidence.
Most women are excellent at multi-tasking as a result they often thrive when provided a clear process that works for them, a process they can visualize and embrace. Something that makes sense to them and their life.
While it’s important to understand the function and purpose of each product or investment in your financial plan the foundation of that plan should start with YOU what YOU want and hope to accomplish in your life.
This understanding is essential to creating financial awareness and developing a wealth plan that creates more comfort when making important financial decisions.
You can watch the video instantly by completing the online form.

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ABOUT US

We run a Savvy Women Wealth Practice. Most of our clients are fun, engaging women who are driven to succeed both personally and professionally. They have spent most of their lives focusing on others and realize they must take more responsibility in their financial future. They don’t want to simply be told what to do they want to learn, become more engaged and accountable for their financial future. Most all of our women clients come to us with the same three concerns:
Do I have enough?
Can I make it last?
Do I have to keep helping my kids?
Click Here to Meet Our Team

RESOURCES

The financial advice business has been around for a long time. It was basically invented by men to attract other men. But in the words of Bob Dylan, “The times they are a-changin’.” Today there are more women than men who are graduating with a college degree. More and more women are gaining access to the board rooms of major companies. More women than ever before are starting (or already own) their own businesses. Yet the way that most financial advisory businesses are run today, they still are mired in the men only philosophy. We want to help change that. Savvy Women Wealth Management is dedicated to financial education for women. We want women to feel comfortable about investing whether the topic is about financial planning, investing for retirement, stocks, bonds, long term care or any other investment subject . We want to do so in a caring and nurturing way. We know there are a lot of women who understand and are comfortable with investing, but through our many years of experience, we know there are many women who are intimidated by this whole topic.

In either case, our purpose is to start or further your education about all financial topics. We have also heard many women say to us they do not want to ask investment related questions because they feel “stupid.” Let us assure you that there is no such thing as a stupid question if you don’t know the answer to it. The statistics tell us that women outlive men. The stats also say that about half of all marriages end up in divorce. So one way or another, the statistics tell us that most women will eventually have the responsibility of taking care of their investment decisions. That’s why we have put together our Savvy Women Invest On Purpose seminars along with an educational system we call our Proactive Wealth Process. It’s also why we educate you on investment behavioral science. Through these processes, we will educate you so even if you never have the investment decision responsibility, at least you will be comfortable with your own investments. You will feel like a weight has been lifted off your shoulders. Savvy Up!!

As a result of working with us together we will:

Create your Personal Lifestyle Plan – Focusing on your needs and desires as a woman
Incorporate our Flexible Investment Strategy that provides increased clarity and direction with your investments
Implement our Proactive Wealth Process that keeps them more engaged and educated in a meaningful way.

Become a member of our Savvy Women’s Club that will encourage, inspire and support your desire to become more Savvy with your money.