According to the Forbes article, “The Four Things Women Want (in Financial Services),” women want the following:
- more confidence with their finances
- more convenience
- better communication
- better collaboration
I agree with the above list. Everything contained above empowers women (really everyone!) to make better decisions when it comes to their money and the lifestyle that they want to achieve.
I think part of the reason I do what I do is because I like learning and solving problems (I was a total math nerd in high school). Tell me what the answer/goal/destination is, and I will figure out how to get there in the most efficient way possible. What intrigues me with Financial Planning is that it is a constant learning experience because every situation is different, and the rules are changing all the time. I started Financial Journey LLC because I really enjoy figuring out how all the pieces of the puzzle fit together and adjusting things along the way. I also have extensive experience with retirees and turning a nest egg into a stream of income. Because of this experience, I can help a younger generation prepare more for their retirement years with small steps that will have bigger impact later down the road.
My intention is to be a trusted partner with you along your financial journey. I believe that you will gain confidence in your decision making because, as your trusted partner, I am there to help navigate these decisions by providing convenience, communication, and collaboration.
I am curious, what other things would you add to the above list? After all, the article was written by a man……
Financial Journey LLC is a registered investment advisor offering advisory services in the state of Virginia and in other jurisdictions where exempted. Information provided is for educational purposes only and not, in any way, to be considered investment or tax advice.