We’ve been in rocky economic waters since the pandemic first began, and as inflation keeps up, it can be tempting to defer financial planning for stabler times. But, far from being a time for abdication, it’s more important than ever to look ahead and build a roadmap to the life you want.
Ben-Joseph:
I also want to highlight some of the positive data out there. J.P. Morgan Wealth Management recently published its, which surveyed more than 2,000 Americans across race, gender and wealth levels. Our study found that the majority of women are optimistic about their financial situation compared to five years ago. We also found that women take a more cautious approach when it comes to their investing strategy and are more likely to have created a will than men.
When looking for an advisor, I think it’s important to consider how well you connect with that person. Money is personal, and you should work with someone you trust. Look for someone who takes the time to listen to you and gets to know who you are and the things that are important to you and your family. For me, all of these aspects impact how I support my clients.Now, I know you’re a wealth manager, and you work with a lot of high net worth clients.
I understand this may not be possible for everyone depending on their individual situations, but I encourage people to look forward if they can and think about what a career step they make now might do for them in 3 years, 5 years, or 10 years.How can women get started with financial planning, especially in light of the self-reported higher incidence of extreme negative emotions surrounding it? How do we combat those feelings?Start slow, and it might not seem as daunting.
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