As a woman, your financial needs and goals are different from those of your male counterparts. This is especially true of women who are in transition. Women face many transition periods during a lifetime, and can benefit from the dedicated attention of an advisor who understands. We specialize in working with women who are in the midst of a major life transition, including:
- Starting a career
- Getting married
- Planning a family
- Changing careers
- Divorce
- Loss of a spouse
The financial implications that each of these events has on a woman cannot, and should not, be ignored. With each transition, comes important financial decisions that must be made in a timely and thoughtful manner. Life Plan Investments has the knowledge, insight, and care to help in these delicate situations.
