Female Investor

If you are the sole financial decision maker in your household, you aren’t alone. It is a striking realization that by 2030 women will control ⅔ of the nation’s wealth and 9 out of 10 women will, at some point in their lifetime, be the sole financial decision maker in their household.

That responsibility is scary and it comes to the point that you need coaching, help, support, and validation. Choosing to work with a financial planner is a BIG step in the right direction. Whether it’s starting the road down financial independence and planning, making sense of your current retirement plan, or understanding what the next steps are to get your financial life in order, Capstone is here to support you.

Asking for help can be challenging, but it can also empower you to make decisions that will benefit you in the future. At Capstone we know to listen and work with clients to develop a plan so that they feel empowered to learn and take action.

If you want to connect and learn more about how Capstone can help, don’t hesitate to call or email.