For Men
Honoring Your Legacy Today
A Commitment to the Women in Your Life
At Wise Women Prosper, we deeply understand that financial security and planning are more than just concerns for women—they are family concerns. As a man who cares for and supports the women in your life—whether it’s your wife, mother, sister, or daughter—you play a vital role in ensuring their well-being. Your dedication and foresight in financial matters lay the foundation for a secure future, and we are here to help you continue that legacy.
Why Choose Wise Women Prosper?
A Gift of Lasting Security
- 80% of women live out their final years single, often outliving their spouses. It’s crucial to prepare for a future where the women you love may need to navigate financial decisions independently.
- 80% of men pass away while married, leaving behind partners who may not have been as involved in the financial planning process. We believe it’s essential to ensure they are not left feeling uncertain or alone.
- Loss of Social Security Income: When a husband passes, his widow typically loses one of the Social Security checks the couple relied on. This reduction in income can significantly impact her financial stability, making it essential to plan for this change in advance.
- Increased Tax Burden: Upon becoming widowed, a woman usually moves from the more advantageous married filing jointly tax status to single filing. This shift often leads to higher tax rates despite her income being lower, further stressing the importance of careful financial planning.
- 70% of widows change financial advisors after their husband’s passing because they feel disconnected from the process that was once led by their spouse.
- Inheritance and Wealth Transfer: Women often become the inheritors of their spouse’s assets. By involving them in financial planning now, you prepare them to manage and preserve the legacy you have built together.
By choosing Wise Women Prosper, you can ensure that the women in your life have a financial advisor they trust and feel comfortable with—a continuation of the care you have always provided.
Check out our Securing Her Future After You’re Gone blog post for more information.
Building a Financial Partnership
Continuing Your Legacy of Care
At Wise Women Prosper, we champion a partnership approach to financial planning. We understand that financial security is not just a matter of numbers but of shared values and goals. By working together, we ensure that both you and the women in your life are equally informed, confident, and actively engaged in financial discussions. This collaborative approach not only strengthens your financial plan but also reinforces the bonds of trust and understanding that are essential to a secure future. Here’s how we bring this partnership to life:
Inclusive Meetings: Fostering Unity and Shared Understanding
We believe that financial planning is most effective when everyone is on the same page. That’s why we encourage couples to attend meetings together. These inclusive sessions are designed to foster a shared understanding of your financial situation, goals, and strategies. By bringing both partners into the conversation, we create a united front in financial planning, where each person’s concerns, hopes, and ideas are heard and respected. This approach ensures that decisions are made together, empowering both partners to take an active role in shaping their financial future.
Education and Empowerment: Making Finance Accessible for All
Financial planning can often seem complex and intimidating, especially for those who may not have been as involved in managing the family’s finances. At Wise Women Prosper, we are committed to demystifying finance and making it accessible and empowering for everyone involved. We offer a variety of resources and learning opportunities, from workshops to personalized consultations, designed to build financial literacy and confidence. Whether it’s understanding investment options, navigating tax implications, or planning for retirement, we provide the tools and guidance needed to make informed decisions. Our goal is to ensure that everyone, regardless of their financial background, feels equipped and empowered to participate fully in the financial planning process.
An Inheritance of Wisdom: Passing On More Than Just Wealth
Your legacy is about more than just the wealth you leave behind—it’s about passing on the wisdom to manage that wealth, the confidence to grow it, and the peace of mind that comes from a well-crafted financial plan. At Wise Women Prosper, we focus on creating an inheritance of wisdom that endures through generations. This means not only preparing your loved ones to manage the assets you leave behind but also ensuring they understand the values and principles that guided your financial decisions. We work with you to develop a comprehensive plan that includes not just financial strategies but also the knowledge and insights needed to sustain and grow your legacy. This way, your loved ones are not just inheritors of wealth, but stewards of a legacy that reflects your life’s work and values.
By embracing this partnership approach, we help you continue your legacy of care, ensuring that the women in your life are not only protected but also empowered to thrive in the years to come. Together, we build a future where financial security is a shared journey, rooted in mutual respect, understanding, and the enduring love that you have always shown.
