I am working on five key action items with clients to address some of the financial uncertainty many are experiencing.
Let’s address some of the biggest financial concerns your clients have as a result of current events, so they can take action and keep control financially.
I’m going to guide you through a process to overcome the four major ways planning for female executives gets derailed.
The first big step in financial planning is examining your clients’ passions and pursuits.
Future-oriented planning serves a purpose, but it misses the central question: What do your clients want their lives to look like?
For a lot of women executives, budgeting requires a big change in behavior.
After years of working with high-earning female executives, I’ve found that their cash flow management problems are not a matter of not having enough income or wealth. The problem is not knowing where it’s going.
No matter what industry you work in, being a woman brings unique challenges that men don’t have to deal with. The response isn’t to resign ourselves or get overly caught up in fighting for systemic change. Instead, identify what those challenges are and get the resources you need to overcome them.