949-748-1177 • 469-947-9937 • 281.406.8382

Irvine • Dallas • Houston

As a woman, you have a different set of life events, goals, and obstacles.

Financial Advice for Women, From Women

As a female-owned business, we are passionate about helping women take control of their finances. We understand how to cater to the unique needs of female investors and work hard to provide the education and tools necessary to lead to success. We are here to help you find peace of mind when it comes to you and your family’s financial needs.

Talk to a woman advisor who gets it
Financial Planning
Wealth Management
Estate Planning
Retirement Planning

Our simple process makes it easy to get started!

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1

Articulating Your Vision

Our financial planning process begins with us working together to articulate your vision of the future.

discovery of goals

2

Navigating the Risks

Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score.

financial plan

3

Creating a Legacy

Everyone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.

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Avoidable Mistakes Women Make with Money

Five Avoidable Mistakes Women Make with Their Money & How to Prevent Them

COVID-19 has brought to the forefront the importance of financial stability.  In fact, the lack of financial security has a direct impact on our psyche as well as our pocketbooks.  We know that women have been hit harder than their male counterparts during the recession, with labor participation down significantly for women.  Therefore, understanding women’s relationship with money can help them get ahead and hopefully avoid some of the common mistakes that are made with their resources.

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Group of women discussing life and finances

Empowering Women Through Financial Education and Community Support.

WealthWise for Women is a community that’s all about helping women like you gain financial education and empowerment. Here, you’ll find useful resources and tips on personal finance, running a business, career growth, and planning for retirement. We’re on a mission to help you take control of your finances, and we encourage you to ask questions and connect with others who share your experiences and challenges. Let’s learn together and support each other on our financial journeys.
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Frequently Asked Questions

How can a financial advisor help women investors?

Women often experience unique financial transitions, including career changes, caregiving responsibilities, divorce, widowhood, and longer life expectancies. A financial advisor can help create a personalized strategy that aligns wealth management, retirement planning, estate planning, and long-term financial goals. At WealthWise Financial Services®, we help women build confidence through education, guidance, and comprehensive financial planning.

How does getting married affect financial planning?
Marriage often changes income, taxes, savings goals, insurance needs, and estate planning considerations. Reviewing your financial plan together can help establish shared goals while addressing important decisions such as budgeting, investing, and protecting your family’s future.
What money decisions should be made after having a child?
The arrival of a child can affect nearly every aspect of a financial plan. Parents may need to review insurance coverage, estate planning documents, education savings strategies, childcare expenses, and long-term financial goals. Early planning can help support your family’s future needs.
How should finances change when children leave home?
An empty nest often creates new financial opportunities and priorities. Many individuals reassess retirement savings, investment strategies, travel goals, charitable giving, and legacy planning. Reviewing your financial plan during this transition can help ensure your wealth remains aligned with your next stage of life.
How do I rebuild my finances after divorce?
Divorce can significantly impact income, assets, retirement accounts, insurance coverage, and estate plans. Creating a new financial strategy can help you establish financial independence, reassess goals, and move forward with greater confidence and clarity.
What financial documents should I gather before divorce?
Important documents often include tax returns, investment account statements, retirement account statements, insurance policies, estate planning documents, business ownership records, and debt information. Organizing these records early can help provide a clearer picture of your financial situation.
Should I work with a financial advisor during or after divorce?
A financial advisor can help evaluate settlement decisions, retirement assets, cash flow needs, tax considerations, and long-term financial goals. Professional guidance may help individuals make informed decisions during a complex and emotional life transition.
My loved one just died. What financial steps should I take first?
Losing a loved one can be overwhelming. Key financial steps often include gathering important documents, notifying financial institutions, reviewing insurance policies, updating beneficiary designations, and evaluating estate planning considerations. Working with trusted financial, legal, and tax professionals can help simplify the process.
What financial planning is needed after losing a spouse?
Widowhood often requires reviewing income sources, investment strategies, retirement plans, estate documents, insurance coverage, and tax considerations. A comprehensive financial review can help address immediate concerns while creating a path forward for long-term financial security.
How do I create a legacy plan that reflects my values?
Legacy planning goes beyond transferring assets. It can include charitable giving, family wealth education, estate planning strategies, and defining how you want future generations to benefit from your wealth. A thoughtful legacy plan can help ensure your financial resources support the people and causes most important to you.