Strategy

Designed to fit your life, not complicate it.

Don’t choose between simplicity and structure. With Women Financial Power, you get both.

The strategy process happens when the professional has all the necessary information. This is where our team steps into analysis mode. We take everything you’ve shared and begin the deeper work: comparing options, running the numbers, reviewing carriers, stress testing scenarios and identifying what it will actually take to get you where you want to go with security and structure.

The time we spend here is for you to have a simpler financial life. Whether it's life insurance, retirement income, principal protection, or estate planning, our job is to look at every angle that could impact your future and start transferring risk away from you. We spend 4–5 days on this phase. Our strategy process eliminates the overwhelm with clear steps, smart tools, and real guidance so you can move forward faster.

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What we do

• Review all submitted documents, account statements, and financial goals.
• Assess risk tolerance and evaluated current asset allocation.
• Run scenarios and compared top carriers for value, strength, and long term solution.
• Model life insurance and retirement income scenarios with longevity and market volatility in mind.
• Identify potential tax exposure and began exploring protection strategies.
• Design a custom plan prioritizing income, legacy, and risk transfer.