Women, Seek Professional Help For Wealth Management
Managing wealth can be a difficult process – particularly when you’re trying to do it alone while staying true to your core values. What if you didn’t have to do it on your own? What if there were a professional service that catered to women managing wealth – a service that also accounted for your goals and values?
Women Can Seek Help For Wealth Management Through Wealthy Choices
Hi, I’m Dr. Penelope Tzougros – a professional financial planner who is experienced in helping women like you manage their wealth. When you come to me for my Wealth Management for Women services, my goal is to aid you in building wealth in accordance with your values and your perspective on the world. Together, we go beyond the straightforward figures of your bank and investment statements.
How Does Wealth Management For Women Work?
The discussions we will have about your wealth management will depend on your perspective. The discussion is not in esoteric terms but in whatever terms you use that express your thinking about money. No matter how much or how little money you start with, your concerns are increasing your assets and staying true to what you care about.
Ultimately, feeling wealthy has two components: having a surplus after you’ve paid for everything, and having an impact – no matter how large or small – on the world around you.
Start Shaping Your Portfolio With The Help Of Wealthy Choices®
At Wealthy Choices® your directives about what you want and don’t want to invest in will shape the choices for your portfolio. For example, if companies are concerned about ESG, there will be evidence of their concern for the environment, their employees, and the ethical governance of their companies. Do you want your portfolio to be built with ESG companies? Are you risk-tolerant and willing to add companies that may have rapid growth and volatility?
There is no cookie-cutter approach to building a portfolio and managing wealth here. Your portfolio is built after many conversations about what matters to you, your timeframes, and your goals.
Contact Wealthy Choices today to learn more about our Wealth Management For Women Services.
