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Our Philosophy

At WomensWorth, we practice integrative financial and life planning. Rather than having money alone be the tail that wags the dog, we think your life goals and aspirations should determine your financial plan.

We Go Beyond Managing Your Assets

Unlike other professionals whose sole mission is to gather and manage your market assets, we take a wide angle view of your whole financial picture as it is affected by your career, your family, your wishes and hopes for the future. Utilizing a protection-first philosophy, we work with you to make sure the many phases of your wealth — your ability to work, your family and loved ones, your accumulated assets — are all protected and preserved to align with your goals. This means we help you to protect your personal finances from the risks of market volatility, rising and falling interest rates, having your money run out before you do, creditors, creating unintended tension among your heirs, or devastation from your balance sheet due to illness or disability.

The Living Balance Sheet®

Using a cutting-edge planning tool, we look into 21 dimensions of your financial well-being in order to create a living document so that your financial picture reflects all the moving parts and their relationship to each other.  Should I take that 30-year or that 15-year mortgage? What impact does that have on my cash flow, my taxes, my wealth building? All those “what if” scenarios are validated with regard for each and every component of your balance sheet and cash flow.

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