Women Helping Women

Eileen’s Story

I have spent my career in the financial service industry primarily working with clients to design and help to implement financial and estate plans for themselves and their families. Over time, the conversations evolved from predominantly investment discussions to broader, more meaningful discussions about family dynamics, feelings about investment risk, and how these factors build the foundation for truly thoughtful financial planning. Because of this change in the conversation, it became increasingly important to make sure that women were more engaged.

Over time, I took a more active role in planning discussions with clients. I made it a point to get to the heart of the matter—the fears, doubts, hopes and dreams—that served as the impetus for the investment management work my group did for their families. And it made a difference.

I truly believe that emotional, personal issues are at the core of financial planning. Whether it’s leaving behind a meaningful legacy for family members or addressing fears and insecurities about understanding personal finances, financial planning is about listening and helping people feel secure, confident, supported and empowered to handle their financial lives.

When I began to work with women more closely, I found that in many cases, they had not been a part of the financial conversations, and as a result, were uncomfortable asking questions or not interested in joining the conversation at all. In my experience, women often take a back seat when it comes to understanding the family finances. Increasingly, however, more and more of my clients are women, and as a woman, I believe I’m more in-tune with how they think and how they feel, which helps me help them in a more meaningful way. I pride myself on being able to speak to my female clients in a way that’s genuine, empathetic and never patronizing. There is, in fact, a more emotional component to the way women look at their planning, and this is what truly gets to the heart of a family’s goals.

It’s time for this to become the standard,

There are so many women who want help, education and guidance when it comes to financial planning, and they don’t know who to turn to. My goal is to foster a safe environment for women to open up about their financial concerns and confusions without fear of judgement, ask questions and learn about the financial matters that are important to them. We will all find ourselves facing transitions over the course of our lifetimes, whether it be the loss of a spouse, divorce, health event or any number of other things. To face those transitions is daunting, and I am committed to help other women feel like the perceived burden of managing their finances is not a burden at all when they have the knowledge they need and a network of advocates in their corner.

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Who We Serve

Widow in Need of a New Financial Advisor

Winona tried to work with her late husband’s stockbroker, but she struggles to truly trust him. She does not have the appropriate background to evaluate his recommendations, and feels uncomfortable knowing that once she gives her approval on a trade, the responsibility falls on her. She wants a trusting relationship with an advisor who retains these responsibilities and acts solely with her interests in mind. She also wants to learn more about how other women in a similar position have handled these new financial responsibilities.
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Trustee with Fiduciary Responsibility

Fran was named the successor trustee of her family trust. Several family members and loved ones are also beneficiaries of the trust, and Fran worries that this new responsibility will negatively alter or damage these relationships. She’s confident in the faith that was placed in her to oversee the family trust, but she recognizes that she needs the specialized knowledge, skill, experience and judgment of a financial professional.
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Successful, Industrious Entrepreneur

Sienna followed her dream of launching her own fashion line. She’s worked hard to establish her brand, and is now enjoying significant business growth. Her focus is sustaining and enhancing her business’s success, and she spends a large amount of her time traveling and promoting her line. She does not want to neglect her finances, and she realizes that it’s time to add another member to her team of trusted advisors to help her manage her financial life beyond her business. 

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