Trust Willow to connect you with a CERTIFIED ADVISOR FOR WOMEN™

Selecting a Financial Advisor for Women’s Life Stages

I am Lacy Garcia, CEO of Willow.

In my mid-30s, my life changed unexpectedly, and I needed financial and life guidance to help me make decisions and feel more financially confident and secure. Despite having worked in financial services, I struggled to find the answers and the right trusted financial advisors.

I needed a financial advisor who recognized that a woman’s financial path is not just about numbers; it’s about understanding the intersection of life’s moments with financial decision-making.

I founded Willow to provide personalized financial guidance and coaching for women and help them find the right financial advisors – Willow CERTIFIED ADVISOR FOR WOMEN™.

Selecting a Financial Advisor for Women’s Life Stages

I am Lacy Garcia, CEO of Willow.

I needed a financial advisor who recognized that a woman’s financial path is not just about numbers; it’s about understanding the intersection of life’s moments with financial decision-making.

I founded Willow to provide personalized financial guidance and coaching for women and help them find the right financial advisors – Willow CERTIFIED ADVISOR FOR WOMEN™.

Willow On Today Show

A Financial Advisor who Understands Women’s Unique Life Journeys

Women are not a monolithic group, and the majority of women share life journeys that impact their relationship with money. On average, women live longer, act as primary caregivers, earn less due to the gender pay gap (and time away from the workforce for caregiving), take on more household responsibilities, and have higher healthcare costs.

As a result, your financial needs and goals are unique, just like your life story. Whether starting a new career, expanding your family, or transitioning into retirement, each life journey requires a tailored financial strategy. Willow CERTIFIED ADVISOR FOR WOMEN™ specialize in this very aspect.

Navigate Your Life Transitions with Expertise

Financial stability and planning are crucial, especially during significant life changes. The complexities of rolling over a 401(k), choosing suitable investments, transitioning jobs, planning for a secure retirement, or navigating the financial side of a divorce require expert guidance.

Remember, your financial journey is as unique as you are. Let me help you find a financial advisor who isn’t just a planner but a partner in realizing your financial dreams.

Navigate Your Life Transitions with Expertise

Remember, your financial journey is as unique as you are. Let me help you find a financial advisor who isn’t just a planner but a partner in realizing your financial dreams.

Your Financial Partner Awaits

Let’s start a matching process with Willow CERTIFIED ADVISOR FOR WOMEN™ based on your financial situation, goals, and your current life journey.

Willow In Washington Post

The wealth transfer from baby boomers mostly benefits women