Jane C., Wisconsin

 “I’ve stopped thinking we could delay putting in the time and resources into analyzing and optimizing our financial picture. I’ve taken action – I’ve started gathering together documents and information. I enjoyed the openness and shared experiences and vulnerabilities of the women in the group.  I feel motivated to find a team that will help us manage our wealth. I also feel confident that I know enough of the language and jargon and basic concepts to identify whether a potential member of the team would be a good fit with the type of background and experience we are looking for. This is a great way to inspire informed thought and action about your financial future and what you can do to get started.”