Women's Financial Forum
Women are natural investors. We invest our time, energy and love in the world around us. Connecting with likeminded women about important financial and life topics allows us to live with financial clarity and purpose.
We are a community of women pursuing financial acumen and education. Each individual has unique priorities and dreams and we hope to provide a meaningful space for dialogue about what matters to you.
Women can't predict their futures, but they can prepare. At every stage of your life, you'll find that money matters. Whether you're married or single, employed or own your own business, you need a plan of your own.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
10 Action Steps For Your Financial Wellness
Today’s woman needs a financial plan to call her own. Whether you are single or married, come learn the 10 action steps that every woman should take for her financial wellness.
Estate Planning Essentials
The 9 Estate Planning Essentials Every Woman Should Know
Put your kids through college without losing your mind or money!
Did you know that you do not have to pay full price for college?
Planning is the key to finding the perfect college, picking the correct major, graduating in four years’ debt free and having a job waiting for your student when they graduate.
Women. Confidence. Retirement
Learn how to create financial clarity in your life, one step at a time.
In an effort to provide you timely and effective resources for your current financial questions, we have compiled a few brochures and workbooks to help.
Your Money Personality
myWorth Retirement Planning
myWorth Human Life Value
myWorth Your Longevity Scorecard
myWorth How Women Can Plan For Increasing Longevity