Women and Financial Wealth
We specialize in compassionate care for single, divorced or widowed women.
Women typically live longer than men, and they are more likely to stay single for a longer period of time after the death of a spouse. They also are staying single longer than in previous generations or choosing to raise children on their own as well.
Simply put, wealth planning for women looks different than it does for men, whether they are single, divorced, married or widowed.
We understand that women face different challenges than men do when it comes to reaching their financial goals, and the women on our team are proactive, compassionate advocates who specialize in helping our clients navigate tough decisions with expert advice and resources.
When we work with a family to build a wealth plan, we insist on meeting with both spouses, not just one. It’s important to our team that the plan is constructed with input from everyone involved.
Our leadership team believes in empowering women to plan their financial futures, and our Chief Wealth Management Officer specializes in working with divorcees, widows and single women to create a clear path forward so they are wholly educated about their decisions.
Ilona Friedman is a Certified Divorce Financial Analyst™ who sits on Kestra Financial’s Women Empowerment Network Advisory Council, which seeks to empower the success of female financial professionals through a dedicated support network to share strengths, talents and experiences while fostering the advancement of women in financial services. Her podcast, Cosmos and Financial Convos, was born out of a pattern she saw with many of her clients and a desire to educate as many people as possible.
Our tailored online tool can help you determine which financial services are best suited for you. In minutes, you will receive a personalized list of services designed to empower you to make the most informed financial decisions for you and your loved ones. Get started here.