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Fish and Associates

Spotlight on Financial Planning for Women

girl achiever
At Fish and Associates, our team takes a special interest in empowering women to actively engage in the advisory relationship and become focused participants in the process of planning their financial future. The statistics are clear: women live longer.[1] As women, we need to get comfortable with the fact that we will likely be on our own for part of our lives. In my opinion, depending on men to manage every aspect of our financial lives is not a healthy recipe for peace of mind. Yet, so many of us may still believe that our man is our plan, and as a result, we lack the confidence and knowledge necessary to plan for our own future.

Too often, women are sidelined in the important conversation about the state of their finances. Whatever your current situation – single, married, divorced, or widowed – it is crucial to educate yourself on your present financial realities and plan for the future. It is never too late to start. We care about financial planning for women because we know how important it is to your future.

In my opinion, most women do not accumulate money for the simple sake of having money. Rather, we want to achieve security and manage our assets in a way that will help us meet specific life goals. Reaching these goals requires focusing on the present and being fully aware of the obstacles and opportunities available to you.

So, where should you start?

What do you need to know to become a self-reliant, financially healthy woman? Our experienced financial advisors are here to help you begin answering this question. We invite you to explore the resources on this page and give us a call to learn more about the services we have to offer.

A Man is Not Plan

Kathy draws from her own personal life experiences and growth to effectively illustrate how you too can transform into a financially independent, empowered woman.

View the presentation

Read more on Kathy’s blog.

[1] According to Scientific American, women live five to six years longer than men (“Why Women Live Longer,” October 2010).

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fish and Associates. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 512-697-6000.

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