Women face unique financial challenges that stem from life circumstances, roles, and responsibilities. So having the confidence to make financial decisions for a secure future is important.
Planning For
Women and Wealth
Solutions for women and wealth are as varied as women themselves. There are no cookie-cutter solutions – your financial plan should:
- Relieve stress about your finances
- Provide reassurance about financial decisions
- Support making life decisions
- Manage your debt
- Navigate complex financial matters
- Clarify the financial impact of marriage, separation, and divorce
- Prepare you to retirement confidently
- Support you through life’s transitions
- Document your legacy
Solutions for Women and Wealth
We can work with you to answer questions like these … because the answers are all about you.
Transitions
How do I manage financial challenges during life transitions such as divorce, widowhood, or career changes? And how can I protect my financial well-being during these times?
How do I plan financially for starting a family, including costs related to pregnancy, childbirth, and childcare? How can I financially support aging parents or relatives, especially if I am balancing caregiving responsibilities with my own career and family obligations?
What are the best savings options for my children’s education? And how can I help my children become financially secure?
Tax Planning
How can I take advantage of tax-efficient investing strategies? And how can I maximize tax splitting opportunities?
How can I maximize tax benefits for charitable donations? And should I make charitable gifts today or through my estate?
What are the tax consequences if my spouse dies and I receive all of the family assets?
Risk Management
What types of insurance do I need? And how do I evaluate and choose the right insurance policies for me without overpaying?
What financial risks are associated with starting or owning my own business? And how can I protect my business assets and income?
How can I manage the risk of high medical expenses? And how can I plan for long-term care and its costs?
Wealth Accumulation
How can I plan for financial independence or early retirement (FIRE)? And what steps should I take to ensure long-term financial security?
What are the best strategies for managing and reducing debt? And how do I save for and finance the purchase of a home?
How can you re-establish and grow your wealth post-divorce with potentially reduced resources? And how do I refinance a mortgage after divorce?
Ready to secure your financial future? Begin crafting a personalized financial plan designed specifically for women’s unique needs.
Divorce and Separation
If your relationship breaks down, there can be a strong feeling of uncertainty. The FocalPoint team has the expertise and credentials to create a personalized financial plan that advantages and assists you with weathering the storm.
The Impact We’ve Had
Explore your Path to Your Personalized Financial Plan
A Personalized Financial Plan is informed by your unique financial goals.
Book a free complimentary consultation to see if our partnership is the right choice for you.