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Today, women are more educated and financially empowered than the previous generations. More and more women are responsible for handling their family’s finances, either alone or jointly with their spouse. Regardless of their age, lifestyle or marital status, we feel that it is beneficial for women to know the important things they should do about their finances.
We are an equal opportunity employer. We encourage our women employees to be responsible of our clients’ end-to-end needs and in turn, broaden their knowledge of financial planning.
From independent freelancers to self-employed professionals, from full-time employees to successful entrepreneurs, it is key for women to become knowledgeable, confident, self-aware, bold and comfortable about investing their money. When our clients come to us, we encourage them to ask questions and seek answers.
We also conduct workshops to empower our women, helping them get answers to questions about their future like retirement and health care.