Author: digital@trunorth-advisors.com

4 Wealth Management Habits of Financially Successful Women

Article Summary Many women appreciate hearing about the tips of successful women, and finance is no exception. Most high-net-worth women build teams of trusted advisors, and wealth managers are included. Other professionals include attorneys, real estate professionals and CPAs. Many women find that having a long-term financial plan gives them more confidence about financial-related decisions.… Continue reading 4 Wealth Management Habits of Financially Successful Women

Svvy®️ Featured on Financial Advisor Success Podcast with Michael Kitces

Svvy® co-founder Jenna Biancavilla joins the Financial Advisor Success Podcast hosted by Michael Kitces. How do you effectively manage $275 million in assets while building something entirely new? Jenna Biancavilla joins Financial Advisor Success to share the creative systems she uses to track and manage her growing advisory firm, along with her experiences co-founding Svvy®,… Continue reading Svvy®️ Featured on Financial Advisor Success Podcast with Michael Kitces

How to Interview a Wealth Advisor if You Have $5M+ to Invest

Article Summary Interviewing a wealth advisor begins by defining your specific financial priorities, such as estate planning, retirement, or business succession. High-net-worth investors should ask prospective advisors targeted questions regarding their planning philosophy, compensation structure (fee-only/fiduciary), communication protocols during market volatility, and their ideal client profile. The Svvy® Financial Advisor Matching Quiz simplifies the search… Continue reading How to Interview a Wealth Advisor if You Have $5M+ to Invest

Featured on 12News: Valley sisters create platform to help women find vetted financial advisors

12News featured Svvy® and co-founders Jenna Biancavilla and Janice Utke for their work creating a platform designed to help women connect with vetted financial advisors. The segment highlights how Svvy® is making it easier for women to navigate financial planning, find trusted professionals, and feel more confident making important financial decisions. Read the 12News feature

Top 10 Questions to Ask When Interviewing Your Financial Advisor

Our Svvy® guide walks you through 10 important questions to ask before choosing an advisor, from understanding their fees and fiduciary responsibilities to how they manage risk and personalize your financial plan. Know what to ask and what to listen for, so you can feel empowered to make your decision. Download the guide.

The Financial Planning Checklist Every Woman Entrepreneur Needs

Article Summary It is common for female entrepreneurs to put their entire focus on building a business, even if that focus is at the expense of their personal financial lives. Many women entrepreneurs find they feel more confident about their financial lives when they work with a financial advisor and create a financial plan. Many… Continue reading The Financial Planning Checklist Every Woman Entrepreneur Needs

How to Find a Wealth Advisor You Can Trust

Article Summary For many women, trust is among the most valued traits when they are looking for a financial advisor. Many women treat initial meetings with potential financial advisors as interviews because that wealth manager is actually interviewing for a job.  Topics many women cover during those interviews with financial advisors include how they are… Continue reading How to Find a Wealth Advisor You Can Trust

Travel the World in Your Retirement: Get the Most Out of Solo Travel

Article Summary The number one goal of women in retirement is traveling, followed by spending time with family and friends, and prioritizing time for hobbies. An increasing number of women traveling solo is driving growth in women’s tours.  Traveling comes with its share of expenses, and many women choose to prepare for those costs in… Continue reading Travel the World in Your Retirement: Get the Most Out of Solo Travel

A Values-First Approach to Financial Planning

Article Summary Many women avoid or delay financial planning because it may seem overwhelming or intimidating.  A values-based approach to financial planning can help some women feel more engaged in the planning process, especially those who find it intimidating Many women prefer to work with a female-vetted financial advisor to develop a financial plan, since… Continue reading A Values-First Approach to Financial Planning

Here’s How Financial Planning Supports a Happier, More Confident Life

Article Summary Money can’t buy happiness, but some research has indicated a link between financial planning and higher reported financial well-being.  According to a survey, the number-one stressor in women’s lives is personal finance. Some women find that having a financial plan helps them feel more organized and prepared. Feeling more prepared could potentially reduce… Continue reading Here’s How Financial Planning Supports a Happier, More Confident Life