We have a variety of resources for women and their advisors. We invite you to peruse the links below:
- Our Blog – What are we thinking?
- Women’s Worth: Finding your financial confidence – Eleanor Blayney’s book was written specifically to address the unique financial needs of women while maintaining a conversational style.
- Financial Resources for Women – Looking to learn? We’ve selected the best money books, websites, and videos out there on the following topics: women, children/family, couples, widows, budgeting, credit, college savings, investing, estate planning, women and retirement, and women in the workplace.
- How to Find a Financial Planner – How do you find the right advisor to handle your specific money issues? Follow these steps.
- How to Be a Great Client – Here are some suggestions to make sure you get the most out of your relationship with your advisor.
- The Client’s Bill of Rights – This article talks about the expectations you should have for your advisor.
- Take Control of Your Assets – A great starting point for those just beginning their journey to take control of their finances.
- Educational Videos – for visual learners, we have a series of videos on the basics of financial planning.
- Facebook page – come join the discussion!
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The contents of this site have been prepared solely for information purposes. No investment or tax advice is being given in this site. Nothing on this site should be regarded as an offer or solicitation to provide investment services or recommendation as to the suitability of any product or security. Independent financial, legal and tax advice should be sought where appropriate.
