What’s the minimum level of assets you require for your clients?
We advise women who have saved at least 250k for retirement. We treat all with the same degree of care, concern and planning. We encourage women who are concerned about their financial future to contact us.
How are you compensated for your services?
We are a full service fee-based planning firm.
How do you help with emotional and health issues?
We’re women. We understand the ways finances can affect our emotional health and even our physical health. While we are not specialists in those fields, we do have access to resources we have worked with for many years, and we are uniquely qualified to help. And we’re glad to offer referrals. Of course, you’ll always find a caring, concerned advisor at Woman’s Worth® who will listen, offer advice and, yes, even hold your hand.
I’m concerned about protecting my estate. Do you offer advice for things like long-term care insurance and life insurance?
Yes, we do. We can evaluate your current coverage and needs and suggest any changes, if need be.
What are your qualifications?
As fiduciaries, we must always act in our client's best interest. All our services are based on decades of experience in estate and income planning for women. Through licensing & continuing education we ensure we stay abreast of all relevant legislation that impacts you. To learn more about us, please click here.
Have you ever been publicly disciplined for any unlawful or unethical actions in your professional career?
We deliver our services with utmost care and professional ethics, and are members of the BBB and The National Ethics Association. We at Woman’s Worth® have not been disciplined by any regulatory agency. Ask Woman’s Worth®