Financial Planning for Women
Many women look to Albion for guidance in periods of transition. A marriage, empty nest, divorce, death of a parent, change in career, return to the work place, or the death of a spouse often prompt a call to our team. In a traditionally male dominated industry, many are encouraged by the strong female presence at Albion.
We work to empower our clients through financial education, helping them become strong and confident financial decision makers. Our quarterly Women of Albion workshops, created for our clients and friends of our firm, focus on financial education and provide a safe environment where questions are welcome, and discussion and networking is encouraged.
Our holistic approach combines Albion’s expertise in investment management and comprehensive financial planning. When it comes to building portfolios and financial plans, we want to develop a strong relationship with our clients and truly understand their goals. It’s not just about the numbers. We work to capture your hopes, dreams, desires and fears as we work through the financial planning process together. This process allows us to create a dynamic plan that is unique to your situation allowing us to align your investments with your goals and values.
Whether you are just starting out, starting again or continuing down a well-established path, the Women of Albion’s collective wisdom and expertise can help you make a lifetime of good decisions in pursuit of your goals.
Women Empowering Women
Women are decision makers. We conduct research and network with experts in an effort to gather information, become well educated, and chart a path forward. This is the spirit in which Women of Albion was born.
We are a collaborative team of women with experience to help our female peers understand and manage their financial lives. The Women of Albion team ranges across all life stages contributing valuable financial knowledge for female professionals, mothers, grandmothers, divorcees, and widows who have outlived their partners.