Free-thinking Women

 

financial planning for

Free-thinking Women

Eight in ten women will, at some point in their lives, experience a significant life event that leaves them responsible for their financial future and/or the financial future of their families. Whether you’re a single woman; happily married but want to ensure financial independence; or facing divorce, widowhood, or some other transition – I will help you take control of your future, ensure your financial security, and learn how financial planning can help you achieve your goals. It’s not too late to build a solid financial future for yourself and those you love. Call me today to learn more about my financial services for women.

Source: https://www.ubs.com/content/dam/WealthManagementAmericas/documents/2018-37666-UBS-Own-Your-Worth-report-R32.pdf

my financial services for

Free-thinking Women Empower You To:

1.

Gain a greater understanding of your household finances and build a budget

 

2.

Maximize your savings

3.

Understand and manage debt

4.

Take advantage of employer-sponsored plans, or start your own retirement account

5.

Establish long-term goals (future income needs, time horizon, etc.)

6.

Determine a target investment asset amount

7.

Better understand your household cash flow and build a budget

8.

Identify an appropriate investment policy

9.

Invest soundly and monitor your progress on a regular basis

10.

Update your portfolio as your life changes or as you approach retirement.

1.

Gain a greater understanding of your household finances and build a budget

2.

Maximize your savings

3.

Understand and manage debt

4.

Take advantage of employer-sponsored plans, or start your own retirement account

5.

Establish long-term goals (future income needs, time horizon, etc.)

6.

Determine a target investment asset amount

7.

Better understand your household cash flow and build a budget

8.

Identify an appropriate investment policy

9.

Invest soundly and monitor your progress on a regular basis

10.

Update your portfolio as your life changes or as you approach retirement.

learn more about

Who I Serve

I specialize in serving these three markets, but you certainly don’t have to fall into one of these categories to work with me. Schedule a consultation to see if we're a good match.

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Free-thinking Women

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Pre-Retirement and Retired Folks

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Working Couples

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sopris Wealth and Ann Everhart Financial Advisor are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of CA, CO, IL, NJ, NY, TX, & WA.  No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ann Everhart Financial Advisor makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site

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