Analysis

Everything you need to plan with clarity

Women Financial Power adapts to your financial style and future goals with personalized support every step of the way. Begin with a short quiz to pinpoint your financial risk level and help Women Financial Power understand your goals, concerns and comfort zone. By capturing the right details up front we gain full visibility into your financial picture. From there you can access your risk profile, upload key documents through our encrypted vault, and start building a personalized strategy with the Women Financial Power team.

What we do

• Make sure you complete your secure intake.
• Collect key insights around your income, obligations, and current planning gaps.
• Review your objectives.
• Identify potential risks in your existing setup.
• Prepare a summary for internal review before your Discovery Session.
• Make sure you create your encrypted vault.