Divorce
Divorce can be painful. It can be planned or unexpected and sometimes divorce is just plain necessary. Regardless, it means change. At FGFW, we help women who are navigating finances post-divorce. Helping them get a handle on their income, expenses, savings, investments and retirement accounts.
Retirement
Retirement is exciting. It’s an opportunity to write your next chapter, pursue your passions and explore new things. It also comes with questions. Will I be ok? Will my savings and investments allow me to maintain my lifestyle? What could impair my ability to maintain financial independence? At FGFW we have sophisticated software that can provide you with the confidence and clarity around these questions.
Widowhood
The loss of a spouse is never easy; everyone is unique in how they grieve, how they handle the change and how they find their path forward. At FGFW, we believe in meeting women right where they are at. Listening to what they are thinking, feeling and experiencing. Providing professional guidance as you navigate this next chapter.
Career Change
At FGFW, we often meet women who just made the decision to change jobs or launch their own business. With that comes questions about what to do with their previous companies benefits, (401k accounts, stock options, HSA accounts, etc.). There are also questions about the new job or new business. What benefit choices to make, what accounts to set up, etc. At FGFW, we are here to help guide you through those decisions, helping you make informed decisions.
Family Inheritance
7 out of 10 families will see their wealth completely gone by the 3rd generation. As a founder of the family’s wealth or as an inheritor of that wealth, there is a deep desire to be a good steward of the assets the family has accumulated; ensuring it’s a tool that brings the family closer together rather than a device that tears them apart.
At FWFG, we can help you navigate these concerns, coordinate with various experts and develop a family plan. A plan built on communication, vision and purpose.
Birth Of Child/Grandchild
The birth of a child or grandchild is a wonderful time in a family's life. Parents and grandparents are often thinking about things like establishing a college savings account or setting up a custodial account where kids can learn and see the power of investing.
At FGFW, we can walk you through what parents and grandparents are doing and the strategies they are implementing to support their kids/grandkids.