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Approaching Women's Needs

You're you – and there's nobody else just like you. So we tailor our advice and services to meet your specific needs.

Still, we believe certain principles work well for all serious investors – like buy quality, diversify and keep a long-term perspective. And within the universe of individual investors, we know there are groups that have similarities and common needs.

Like women.

Even though you're not exactly the same as your mother, sister, friend or daughter, we've found that many women share experiences and trends that may be different from those that men experience. For example:

  • Women's life expectancy is three to four years longer than that of men.1
  • Many women leave the workforce for a period of time to take care of children or parents.2

We know that understanding the issues that impact you is essential to helping you work toward your goals. And we believe that starts with asking the right questions.

5 questions to ask

Achieving your goals in life means making informed decisions. We've developed a comprehensive process to help you think through your needs and goals, and understand all your options – which can lead to better decision making. Here are the questions we'll consider.

  1. Where am I today?

    Many people have a general idea of where they stand financially, but it’s important to clearly understand your complete financial picture. The more precise you can be about where you are today, the more likely you'll get good directions to where you want to be.

  2. Where would I like to be?

    The answer to the question “Where would I like to be?” is about your vision of your ideal life, with your financial goals achieved. This vision is probably based on your values. What's most important to you?

  3. Can I get there?

    Once you know where you are today and where you want to be, you can better determine whether you can get there. We'll need to consider the issues that impact you as a woman: Are you single or married? Working or staying at home? What is your life expectancy? These factors can impact men and women differently, and it's important to take them into account to determine whether you can reach your goals.

  4. How do I get there?

    This is where you consider the various strategies available to you and select those most appropriate to help you reach your goals. These could include how much you save per month and how to allocate your investments. It's important to consider factors unique to you – for example, how many years until you plan to retire, your family and work situation, and how much you can expect to receive from Social Security.

  5. How can I stay on track?

    Once your strategy is in place, reviewing it is probably the most important part of this whole process. For better or worse, life changes – and so do the economy and markets. For instance, your child may get a full scholarship or decide to go to medical school. Or you may lose a loved one or have to care for an aging parent. As your situation changes, be diligent about reviewing your strategy to help ensure you stay on track through all the changes that occur over time.

What's your vision?

It's not just about building wealth. It's about doing the things you value in life. Money is just a tool that can help you to do them. Before we work to identify financial strategies, it's important to us to understand why you're investing.

So, what's your vision?

Whatever it is, we're here to help you achieve it. Talk to a financial advisor to get started on your future today.


1 U.S. Census Bureau, 2010

2 "Women and the Workforce: Challenges and Opportunities Facing Women as They Age," Older Women's League, 2012

In our experience, most investors' wishes for their future fall into five common categories

Providing for a Child's Education: A Woman's Perspective

Providing for children's or grandchildren's education

Retiring from Work: A Woman's Perspective

Being able to retire from work

Enjoying a Comfortable Retirement: A Woman's Perspective

Here are some factors to consider for enjoying a long and healthy retirement.

Protecting Your Future: A Woman's Perspective

Protecting your family and lifestyle from the impact of unforeseeable events

Defining your Legacy: A Woman's Perspective

Passing on your legacy to loved ones

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