Financial Planning for Women
Founded by a woman with a goal of helping other women navigate life transitions.
Whether you’ve recently experienced a divorce, the loss of a spouse or partner, or a major career change, you need the trusted support and guidance of a financial advisor who understands how your goals and values may have changed for this next chapter of life.
Wealth Management for Women
At JNBA, we have a rich history of helping women navigate a wide range of financial challenges and opportunities. Founded by a woman with a goal of helping other women navigate life transitions, JNBA evolved over the decades to helping individual and families from a variety of backgrounds go through a wide range of life events. Today, our multigenerational team continues to leverage and build upon those experiences while always keeping the client’s best interests at the forefront.
Regardless of where you are in your financial journey, we’ll be by your side to help you make smart financial decisions that put you on the path toward your new future.
Our wealth management support includes:
- Dividing marital assets and retitling property
- Navigating the financial transition of losing a spouse or partner
- Prioritizing needs with an inheritance
- Purchasing and/or selling a home
- Updating beneficiary designations
- Updating estate planning documents
- Saving for retirement
- Navigating alimony and/or child support payments
- Evaluating health, life, and long-term care insurance options
- Saving, budgeting, and investing
- Closing joint liabilities and refinancing debt
Our Approach to Financial Planning for Women
At JNBA, we understand that life transitions can be overwhelming, especially when they affect your finances. That’s why we take a proactive, collaborative, and compassionate approach to integrating financial planning and investment management.
Life-centered planning
Our team will create a financial life plan that is shaped around your values, priorities, and the life you envision, not just the numbers on a spreadsheet.
Collaborative team approach
Our financial planning team will coordinate with your tax, legal, and insurance professionals to help ensure every piece of your financial life works together.
Fiduciary advice with no product sales
As a fiduciary, we operate on a non-commission, fee-only basis. We act solely in your best interest, providing transparent, unbiased guidance with no hidden agendas.
Customized investment management
Your financial goals and life experiences are unique, which is why your investment advice should be too. We tailor each portfolio to reflect your personal circumstances, whether you’re navigating divorce, widowhood, an inheritance, or a career change.
Confidence through education
Our team will take the time to talk through your investment and planning options, enhancing your financial literacy and empowering you to make informed decisions.
Women’s Wealth Management FAQs
Do women need different financial planning strategies than men?
While the financial planning fundamentals remain the same, women often face unique circumstances, such as career breaks, longer life expectancy, or caring for family members. These circumstances require personalized strategies for saving, investing, and protecting wealth. Our financial planning reflects those realities with empathy and expertise.
How can a financial advisor help during a divorce?
A financial advisor can help you understand your full financial picture. We work with you to retitle accounts, create a new budget, and plan for financial goals like retirement or buying a home. Having guidance through this process can reduce stress and help you make informed decisions with clarity.
What financial steps should I take after losing a spouse or partner?
After a loss, the transition can be overwhelming and cumbersome. We help you organize and evaluate your finances, taking care of the necessary administrative work, and helping you prioritize critical pieces of the process from updating accounts and beneficiary designations to reviewing estate plans and adjusting your investment strategy.
How do I know if I need a financial advisor?
If you’re facing a major life transition, managing new assets, or simply want guidance on how to plan for the future, partnering with a financial advisor can help. At JNBA, we help you feel more confident and supported in your decisions.
