In the past, women may have taken a less active role in financial decision making, for a variety of reasons; but today, with more women than ever responsible for their financial well-being–and the financial well-being of their families–it’s critical that women know how to save, invest, and plan for their future.

Did you know that according to the BMO Wealth Institute,

  • Women are the primary breadwinner in over 40% of U.S. households.
  • Women hold the majority of management, professional and related positions at 52%.
  • Women now control 51% or $14 trillion in personal wealth!
  • The wealth that women control is expected to grow to $22 trillion by 2020.

It is now more important than ever to take control of your financial future!

10 Steps to Begin Charting a Financial Course:

  1. Just Begin by asking questions
    • Where is my money going?
    • Do I spend More than I Make?
  2. Commit to learning – Commit to the process
  3. Accept that Rome was not built overnight, so alas neither are you finances
  4. We are Better Together: Find a Financial Advisor (click here to get started)
  5. Start Small & Start Simple: Build a Financial Foundation
  6. Set Goals
  7. Don’t give up – Accountability!
  8. Set up Systematic Systems to create Habits
  9. Confidently Build Your Future with a Financial Plan
  10. Become a Wise Investor