Category: Financial Empowerment

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

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

How High Net-Worth Women Can Spend With Confidence While Staying Focused on Long-Term Goals

Article Summary There is a common misconception that enjoying your wealth has to wait until retirement. Many high net-worth women live life differently, enjoying their wealth while saving. Finding a balance between spending and saving is possible, and many women feel more confident with their financial outlook when they work with a financial advisor. Svvy®… Continue reading How High Net-Worth Women Can Spend With Confidence While Staying Focused on Long-Term Goals

Women Are Reaching New Career Milestones, Here’s Why Your Financial Plan Should Grow With You

Article Summary More women are reaching higher level professional positions than ever before, which means their salaries and benefits packages are growing.  There are ways to align your career growth with your financial plan, and many women feel more confident about their options when they work with a financial advisor.  Svvy® has built a network… Continue reading Women Are Reaching New Career Milestones, Here’s Why Your Financial Plan Should Grow With You

From Financial Independence to Independent Wealth: What’s the Difference?

Article Summary Financial independence and independent wealth are two different types of financial situations.  Financial independence refers to a lifestyle where all of your daily expenses are covered by passive income, such as real estate or investments.  Independent wealth refers to a lifestyle where work is no longer needed and financial planning focuses more on… Continue reading From Financial Independence to Independent Wealth: What’s the Difference?

Planning to Move Abroad? 6 Financial Questions to Ask Before You Go

Article Summary More women are choosing to move abroad and if you are among them, there are a few things to consider before packing your bags.  The financial aspects of an international move can be complex, from cost of living to taxes, which is why many women feel more confident about their options when they… Continue reading Planning to Move Abroad? 6 Financial Questions to Ask Before You Go

Have You Thought About Intergenerational Wealth Planning?

Article Summary Inheritance can be dramatic, if you are following Hollywood storylines.  Imminent transfers of significant generational wealth will put women in control of sums of money they have previously not had to manage. Many women feel more confident in the options available to them after seeking guidance about wealth management from an experienced financial… Continue reading Have You Thought About Intergenerational Wealth Planning?

Planning a Meaningful Sabbatical: 6 Things Every Woman Should Consider

Article Summary A sabbatical is a great time for professional women to take a career break and explore other interests.  Planning for a sabbatical takes some thought and strategy, and many women find they feel more confident with their financial options if they work with an experienced financial advisor.  Many times a relationship with a… Continue reading Planning a Meaningful Sabbatical: 6 Things Every Woman Should Consider