Financial Matters Blog
The End of the Beginning or It’s Ending but Doesn’t Have to Be Over
If divorce is in your future, it’s important to get organized so that you won’t drown in a sea of paperwork.
Be ready when the real work begins, which saves money. Even if you are not the most organized person or you don’t have immediate access to what you need, a little pain now will payoff in the future.
When making what is likely one of the most important, life changing financial decisions, an experienced divorce expert can help guide you through the process from the beginning, to avoid emotions taking over.
Take the Shot
It’s important to work with a CFP® professional who communicates about more than just investments. The most successful transitions happen when women feel confident and connected between their money and career, family. Working with a professional who understands firsthand the impact of taking the shot ensures alignment between “what you want and what you need”. Remember a goal without a plan is just a wish.
Sharing the Wealth
Being aware of financial fear is smart but it is just the first step. Overcoming fear comes down to the relationship you have with your financial advisor. A CERTIFIED FINANCIAL PLANNER™ professional carries a certification that is the standard of excellence for financial planners.
Look for guidance from a professional willing to put in the work, empowering you through education and knowledge, eliminating the fear of the unknown.
It’s Still Early but It’s Getting Late
Whether you are nearing retirement or 10, 20 years away it is important to look at your financial situation today to make sure where you are gets you where you want to be. Working with a CFP® professional who understands the challenges women face will better prepare you for the next chapter of your life
Can’t Write the Book if You’re Not on the Same Page
Avoid confusion by making sure your goals, dreams and priorities are aligned. The key is understanding where you are aligned, and where you differ. A financial advisor can help you communicate your individual priorities and help you create a joint vision for your financial future.
I Got My Own Back
There is no reason for women to gain financial independence by learning the hard way. The first step is cutting through the noise and misinformation, dealing with the fact that everyone has an opinion. The question is who to trust?
For more than 30 years, a CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives you confidence today and a more secure tomorrow.