Life is a wonderful thing, made unique by all the transformations we experience along the journey. From starting your career to getting married, changing jobs to getting promotions, and even the bad things like going through a divorce or becoming a widow, we are here for you. As women, while our stories might differ in specifics, they’re likely quite similar in theme. All of these life transitions bring change and can be exciting, yet often challenging. We have a lot to think about financially, and luckily, InVestra has a plan for that.
Empathy, then Empowerment
If you feel confused about making financial decisions or nervous about planning for the future, we can help. Using a goals-based approach, we can help you prioritize the steps you need to take now, rather than overwhelming you with all the decisions you’ll be making in the coming months and years. We emphasize the vital role of Wealth Advisors who educate women on their wealth journeys, ensuring they feel confident and empowered every step of the way. We’re here to guide and support you throughout your journey, fostering confidence and empowerment in your financial decisions.
Listen to Build Understanding
As women, we value Wealth Advisors who take the time to listen and educate before jumping in with detailed financial planning advice. We also tend to place a high priority on those who are available for in-person office meetings. At InVestra, we take your cues and know the value of spending time establishing those personal connections. The goal is to build a long-lasting, trusting relationship that can withstand the journey ahead.
Understanding Your Tolerance Towards Risk
Women are also (generally) less likely than men to increase risk in order to pursue higher returns. Why? Because we fear losing principal and are worried about not having access to cash when we need it. Thus, it can be helpful to talk about decisions involving your specific risk assessment with a professional who understands how it may affect your wealth now and into the future when you need it the most.
When It Comes To Divorce
- Personal vs. marital property
- Valuing and dividing property
- Retirement assets and pensions
- Spousal and child support
- Splitting the house
- Tax problems and solutions
Post-Divorce Financial Guidance: Our services extend beyond the divorce decree. InVestra continuously works with clients to adapt to their new circumstances, offering ongoing guidance for a secure financial future post-divorce.
The Bottom Line
InVestra’s Wealth Advisors are here to learn about your life, listen to your concerns, and ask those key questions. Armed with information, we coordinate with others involved in the transition to get the full picture. Our team will help with completing the necessary paperwork, creating a straightforward and actionable summary of all the necessary changeovers of financial assets and distribution of benefits, and making sure critical financial safeguards like emergency cash reserves are adequate.
Living Your Best Life
Our team of Wealth Advisors is equipped to guide you through each of the many milestones you may encounter…
Having Children or Grandchildren
Divorce or Widowhood
Planning Your Legacy
Our Comprehensive Wealth Management Services Include:
Financial Aid Planning
Defined Contribution Plans
Defined Benefit Plans
Business Succession Plan
Business Financial Planning
Family Limited Partnerships*
High Net-Work Consulting
 Investment News, ,2021
*InVestra and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
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