Women & Wealth

Women & Wealth

Providing financial literacy, empowerment and education for women before and through their retirement years is  significant part of our practice.  A good portion of Ulin & Co. clients are either married, single, divorced or widowed women. When it comes to financial matters and investing, women think and act much differently than their male counterparts, we get that!  You may feel a little intimidated when it comes to finances and you may not know exactly what questions to ask and who to ask them to. We are here to help as your trusted guide and advocate. 

We treat our clients as more than “just a number,” and really go the extra mile to provide the additional time, personal attention and support to help them make well-informed financial decisions with certainty. Our experience working with women and wealth involves more than just providing an investment product or spreadsheet. It involves creating a holistic financial plan while addressing their budget, investment, retirement, family, personal and legacy goals. 

Call (561) 210-7887 or fill out the form below to learn how our firm can benefit you. Schedule a no-obligation portfolio risk analysis and retirement income consultation with Jon Ulin, CFP®, Managing Principal and founder of Ulin & Co. Wealth Management (custody with Charles Schwab, Fidelity, & Pershing). Let us help you Plan Your Best Life®. 

Oftentimes women, unlike their male counterparts, are comfortable with the long-term view – and pick up financial planning strategies quickly. Women focus on how spending, saving and investing can support their life goals and protect their family. “For women, money is about a lifestyle, while for men it can be more about winning and losing in the short-term. That’s a key difference we see.” (Forbes 3/16/10 –Do Men And Women Think About Money Differently?)  

Three ways for women to get empowered with their finances

1 Become Financially Literate: There are many financial tools, budgeting apps, podcasts, articles, videos and online financial forums to participate and utilize. Many of these resources can help  women to better connect the dots financially and emotionally on how to become more empowered with their personal finances, investing and retirement goals.

2 Select an Advisor: Work with an accredited financial advisor, such as a CFP® pro that has demonstrated experience in working with women of all ages and situations, whether single, married, divorced, widowed, retired or small business owner clients. Like selecting the “right” primary care doctor for your family, consider that your financial pro could be a man or women. Most important, find a relatable advisor that you feel comfortable and confident to work with on an ongoing basis.

3 Create a Financial Plan: A comprehensive plan can help provide guidance and advice on a wide range of financial topics based on your own unique circumstances and objectives including investments, retirement planning, tax planning, college education, insurance strategies, and estate planning. Writing down your goals in a clearly defined plan can help provide confidence and direction with your personal finances and decisions for your family.