Willow Financial Advisors for Women

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Advisor for Women™ Certificate Holder

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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 record of helping women find financial empowerment in all of life’s stages

Getting Matched with an Advisor is as Easy as 1-2-3

Answer a few questions to help us understand your financial goals, life journey and passions.

We match you with an advisor who understands your goals, aligns with your interests and personality.

Start building a personal connection with your advisor rooted in shared values and a tailored strategy for meeting your goals.

All Willow advisors are vetted and must go through our Advisor for Women™ Certificate Program or Advisor for NextGen™ Certificate Program.

What Our Clients Say

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 Advisor for Women™ Certificate Holders 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.

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