Achieving Financial Fitness: A Checklist for Your Female Clients

Looking to get your female clients more involved in the financial planning process? We’ve compiled easy-to-implement action steps that empower women—including widows and divorcées—and encourage transparency and inclusion, such as:

• Key steps to guide your female clients to an understanding of their financial landscape
• Strategies for long-term care planning with a focus on women’s needs

Get started by taking a proactive approach that encourages women to educate themselves well before the unexpected occurs