Women, wealth, and wisdom
Our client facing seminar, “Women, wealth and wisdom: case studies, worksheets, and checklists to empower your journey,” is designed to elevate the conversations surrounding events commonly faced in one's life. This isn't the typical women and investing seminar you may have seen in the past. And it isn't investment education! Instead, it focuses on financial planning issues that we all face at various stages of life. We accomplish that by offering nine robust case studies that will each have at least one correlated detailed checklist, worksheet, or primer.
Women, wealth, and wisdom
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Worksheets and checklists guidebook
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Women today presentation
This presentation explores the gains women have made, some of the challenges women face, and the financial issues they may plan for.
First-time homebuyer presentation
This case study takes a look at the financial considerations you may want to be prepared for when buying a home.
Financial literacy checklist
To be financially literate is to know how to manage your money. That means having a handle on your expenses, saving and borrowing responsibly, and investing and planning for retirement and beyond. Use this checklist to identify educational opportunities and ways for your financial professional to help you learn more.
Things to consider as a first-time homebuyer
Buying a home is a big decision, so it pays to be informed about what’s involved. Set yourself up for success by completing the following checklist and working with your financial professional to understand your next steps for making your home ownership dreams come true.
Business owner presentation
This case study provides insight to help business owners manage and harmonize their personal and business finances.
Financial planning checklist for business owners
As an entrepreneur, juggling work and family life can be a precarious balancing act. You may have the majority of your financial assets and income tied to your business, which can leave you stretched thin with not enough invested in yourself. Use this checklist to hone in on potentially neglected areas in your finances. It’s a first step in developing a holistic money management strategy that works toward short- and long-term goals for your business and for you.
Newly widowed presentation
This case study focuses on the financial realities of widowhood and key considerations to keep in mind when grieving the death of a spouse.
Executor checklist
Managing the estate of a loved one can feel overwhelming as you try to figure out your duties and the steps to take. There are two distinct roles: an executor is responsible for administering the deceased’s estate, while the trustee is responsible for running any trusts created in the will. Whatever role you have, you'll be accountable for keeping complete and accurate records regarding your handling of it. The following checklist is designed to help you navigate the estate and trust administration process and understand what to do to settle your loved one’s estate in the days, weeks, and months after their death. Please consult with an estate attorney to make sure you have a complete understanding of all tasks that need to be undertaken.
Newly divorced presentation
This case study focuses on the financial issues that loom large in a divorce and helps you learn how to help protect yourself and your future well-being.
Financial checklist for the newly divorced
Financial planning provides a way to help secure you and your family’s long-term well-being, something that becomes even more critical after a divorce. Your financial future is now based on a new set of facts, and your short- and long-term goals as an individual are different than when you were part of a couple. Use this checklist of divorce-related financial considerations to better understand where you are on your journey and how to plan according to your individual needs.
Divorce preparation checklist
Getting a divorce can be emotionally and financially draining. You can face drastic lifestyle changes, which can hit harder if you're unprepared. If you have reached a stage where you are thinking of divorce, this checklist of financial considerations is designed to help you better understand how to progress and plan your future according to your needs.
Caring for aging parent
This case study provides helpful insight for anyone who is aging. Consider how longevity planning can help reduce stress for the future of the family—both financially and emotionally.
Longevity planning worksheet and checklist
Longevity planning is all about aging the way that you want. Keep in mind, whether you have a plan or you don’t have a plan, there will be a plan made. It's all about who makes the plan. Leverage this longevity planning worksheet and checklist to create a plan for yourself or to help your parents create their longevity plan. It's important to share any plans with relevant family members or loved ones so that they can make sure that your wishes are carried out the way that you want.
Nearing retirement
This case study will help you gain clarity on what to consider as you're nearing retirement, including identifying goals well in advance for where you will live, prospects for supplementary income, lifestyle, and budget.
Retirement readiness checklist
Living those golden years to the fullest means being prepared for retirement. If you want to retire in the next 10 years, this checklist can help you determine if you’re ready. You can identify the key financial variables that can make your retirement plan succeed or fail and where you may need to course correct to set yourself up to enjoy the best possible future.
Estate planning presentation
This case study provides insight into the essentials of estate planning, prioritizing what matters most to you, and how to help avoid fractured family relationships that can result from poor planning or a lack of planning.
Estate planning essentials checklist
No matter your age, whether or not you have dependents, or are married, estate planning is your opportunity to prioritize your wishes and what matters most to you. This estate planning essentials checklist will help you think through the various elements of an estate plan and organize the details for your estate attorney.
Strategic philanthropy presentation
This case study focuses on strategic philanthropy and leaving a legacy as part of your financial plan. Learn how philanthropy can help address a range of community issues in a strategic or intentional way that honors your goals and values.
Achieving your philanthropic goals worksheet and checklist
Are you at a point in your life where you have the desire and means to support community well-being? Making the change you want to see in the world requires intention, planning, and aligning your head with your heart. It takes developing your own philanthropic strategy. Use this achieving your philanthropic goals worksheet and checklist to help you develop your philanthropic vision on what impact you want to achieve. There is also a checklist for choosing a charity and additional references to learn more.
New parent presentation
This case study helps you consider your financial future while planning for the birth of your child. Creating a safety net, designating a legal guardian, researching childcare costs, and planning for college costs can help you prepare for the journey of life with your new family.
Saving for education: a 529 primer
The rising cost of education can make saving for your children’s future feel like a daunting task. Regardless of when you start, a 529 plan allows you to prioritize their education savings in a tax advantaged account that offers a host of other benefits. Use this primer to understand how to best take advantage of a 529 plan based on your life stage. With the help of a financial professional, you can create an education savings and investment strategy designed to meet your family’s individual needs.