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Women are making a major impact in the financial services industry, and that should be celebrated. By 2030, female investors are expected to control more than $30 trillion of assets globally - making them anything but a niche market.
The Financial Planning Process for Women
Women who require financial planning need an advisor who understands their individual circumstances, goals and investment preferences. Furthermore, they require someone who can adjust their advice over time as their needs and circumstances change.
How to Find a Financial Planner
Women can access many resources online to assist them in finding an advisor. For instance, the Certified Financial Planner board maintains a directory of professional firms and planners which lists their qualifications, minimum asset requirements, and languages spoken.
The CFP board website offers a search function that lets users filter by location, service and planner type. It also links to an advisor's profile page which usually includes a photo and brief biographical info about her background.
Establishing a relationship with a financial planner is essential in the planning process. A reliable advisor can be instrumental in helping you reach your objectives, guide you through investment options, and offer assurance that you're on the right path.
Women make up half the population, and as such have specific financial planning needs and priorities. Women tend to be risk-averse and want their investments tailored according to their risk tolerance. Furthermore, many are worried about longevity and the economic climate ahead, wanting their money to provide income in retirement.
They're often interested in building wealth and passing it down to their family, so they often search for advisors who can assist them with creating and managing a portfolio of investments tailored to their risk profiles and overall objectives.
No matter where life has taken you - whether in a new relationship, after divorce or experiencing widowhood - having a financial plan in place can make the transition smoother. It will help identify financial goals, create an affordable budget and save for retirement. Furthermore, it will enable you to pay off debt if any exists and create an emergency fund.
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