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Women & Wealth

We have developed the tools to help women clients achieve their short term and long term financial goals. We help women clients by listening to their goals, by helping them organize their financial lives and giving them a financial and investment plan that puts them in control. We do all of this through providing a learning experience that help make women feel confident they are making the right decisions for themselves and their families.

Women’s Wealth

Steps that we take to listen to our women clients:

  • If a woman client is meeting with Windsor Wealth there will always be a woman from the group in the meeting
  • We encourage women-only meetings
  • We make it easy for women to ask questions to anyone on the team
  • Since all of our investment strategies are goal-based we will listen to what our client’s priorities are based on a short-term and long-term basis.
  • We want to know every detail of every general goal given to us so that we can add it and monitor it in the investment plan.

Steps that we take to help organize women’s financial and investment life:

The Family Wealth Planning document is the first step to organize your financial and investment life:

  • This document has several sections of information to stay organized:
  • Family Tree (for legacy and estate reasons)
  • The Client Advisory Support Team
  • Current Financial Goals & Concerns
  • Cash Flow details
  • Investment details
  • Real Estate
  • Legacy & Estate Planning documents and wishes
  • Family Security
  • Insurance Coverage
  • Liability Management

This document acts as your financial and investment hub and is one document that can be updated at any given time and more importantly can be a guide to your family.

Another way we help you stay organized is by providing a folder with the following documents:

  • The Family Wealth Planning document
  • Your Financial Plan
  • Your Retirement Savings strategy
  • Your Education Savings strategy
  • Life Insurance information and strategy

We also provide your plan and planning results online with a tool for you to use to generate your own scenarios.  Online we also provide The Vault which is an electronic safety deposit box and can be used to store all of your important files online.  The vault offers layers of digital security so that your documents are secure.

We provide an update on your Family Wealth Planning document as often as month, an update on the Goal Planning & Monitoring plan and an in person meeting either semi-annually or annually based on your preference.

“Earlier industry research has shown that maintaining a written plan – one that includes specific goals, asset management and risk mitigation strategies – leads to higher confidence levels among women investors.” (2)

Steps that we take to help women feel confident about the financial decisions they make:

We are available to review and educate women on the following to be sure everything is in line with their goals:

  • Life Insurance – death benefit and product type
  • Homeowners and auto insurance
  • Employer sponsored retirement plans
  • Employer sponsored health benefits
  • Estate planning strategies
  • Beneficiary designations
  • Cash flow; income and expenses

Women & Wealth Newsletters:

(1) Source:  How Women Can Boost Their Financial Confidence:  https://www.northwesternmutual.com/life-and-money/how-women-can-boost-their-financial-confidence/.  Dated October 11, 2023

(2) Source: Women Working With Financial Planners More Likely to Feel Ready for Retirement:  https://smartasset.com/retirement/women-with-financial-planners-ready-for-retirement.  Dated June 13, 2023

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

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