Womenomics

The 4 Life Stages of Women Investors

In Relationships, where the emphasis is on enabling advisors to effectively engage with both partners in a marriage or domestic union.

In Transition, in which the focus is on providing support to women investors during a time of significant life change, such as a career transition, divorce or death of a spouse.

In Business, which identifies strategies for advising professional women, including women who are business owners or have inherited significant assets.

In Retirement, where the emphasis is on enabling the advisor to work closely with women investors in developing financial strategies that support the goals of living longer and better. The number of widows and female divorcees is on the rise.

Source: Financial-Planning.com