What Women Want From Their Financial Advisor
What Women Want From Their Financial Advisor Lacy Garcia When it comes to the best practices for working with women wealth management clients, what sounds like common sense isn’t always common practice in the industry. So what exactly are women looking for when it comes to their relationship with their advisors? Number one is a […]
A Millennial’s Journey to Estate Planning
A Millennial’s Journey to Estate Planning Amber Cate At 28, I was a typical millennial—active, health-conscious, happily raising my beautiful little boy with my husband, and enjoying a successful career. I did CrossFit multiple times a week and had just completed a half marathon. I’d never been a smoker, had no family history of disease, […]
A Career Woman’s Divorce Journey
A Career Woman’s Divorce Journey Lacy Garcia In my 30s, I found myself in uncharted waters as my marriage began to unravel. I was successful in my career, a mom to a young boy (and an elderly dog), and suddenly I was facing divorce. I never thought I would be in this position. Navigating divorce […]
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Get matched with a vetted Financial Advisor who gets you. Get matched for free today. Find Your Financial Advisor Why Choose Willow? A personalized approach We match you with a financial advisor who is deeply attuned to your individual needs and goals Vetted advisors Our advisors have specialized knowledge on the factors impacting women’s wealth Proven […]
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Trust Willow to connect you with an Advisor for Women™ Certificate Holder Get Started Why Choose Willow? A personalized approach We match you with a financial advisor who is deeply attuned to your individual needs and goals Vetted advisors Our advisors have specialized knowledge on the factors impacting women’s wealth Proven success We have a track […]
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Let us introduce you to a Financial Advisor who Understands Women’s Unique Life Journeys Start Matching with a Willow CERTIFIED ADVISOR Get Started Why Choose Willow? A personalized approach We match you with a financial advisor who is deeply attuned to your individual needs and goals Vetted advisors Our advisors have specialized knowledge on the factors […]
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Let us introduce you to a Financial Advisor who Understands the needs of women navigating divorce Start Matching with a Willow CERTIFIED ADVISOR Get Started Why Choose Willow? A personalized approach We match you with a financial advisor who is deeply attuned to your individual needs and goals Vetted advisors Our advisors have specialized knowledge on […]
financial-advisor-for-women-v2
Trust Willow to connect you with an Advisor for Women™ Certificate Holder Get Started Why Choose Willow? A personalized approach We match you with a financial advisor who is deeply attuned to your individual needs and goals Vetted advisors Our advisors have specialized knowledge on the factors impacting women’s wealth Proven success We have a track […]
financial-advisor-for-women-entrepreneurs
Trust Willow to connect you with an Advisor for Women™ Certificate Holder Start Matching with a Willow CERTIFIED ADVISOR Get Started Why Choose Willow? A personalized approach We match you with a financial advisor who is deeply attuned to your individual needs and goals Vetted advisors Our advisors have specialized knowledge on the factors impacting women’s wealth […]
financial-advisor-loss
Let us introduce you to a Financial Advisor who understands the needs of women navigating widowhood Start Matching with a Willow CERTIFIED ADVISOR Get Started Why Choose Willow? A personalized approach We match you with a financial advisor who is deeply attuned to your individual needs and goals Vetted advisors Our advisors have specialized knowledge on the factors impacting […]