Women & Wealth

As the role of women in business continues to expand, the challenges that female business owners, executives, and entrepreneurs face increase as well. 

Important Realities Face Women as Their Roles Evolve:

Despite significant strides, some women still are not the primary managers of their financial affairs. Many times women have supported the goals of the family without ever truly identifying what is most important to them.

Women face many life transitions, including loss of a spouse and divorce, that can threaten their sense of well-being. Women older than age 65 are 50% more likely to be divorced or widowed. They live 5 years longer than men, but earn less and typically have less saved for retirement. On average, women experience a 45% drop in their standard of living in the year following a divorce, while a man’s rises 16%.

Women are frequently called on to help manage the affairs of their aging parents and children. This can be both financially and emotionally challenging.

Some women choose to remain single or have non-traditional life-partners. Arcadia can assist in addressing the special investment and estate planning details that can be associated with being a single woman.

For all of these reasons and more, it is important for women to build a relationship with an advisor who understands their unique situation, personal goals and values and who can help them manage their money with clarity and confidence. Whether you need help with post divorce financial planning or family planning financial services, our services are designed to help you build a lasting foundation for lifelong financial security and personal success.

Begin Your Journey with Women Financial Planning

As women and wealth financial planners, our initial discovery meeting is complimentary and  gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.