Financial Planning for Women | Trust Point | La Crosse, Eau Claire, Minneapolis
Financial Wellness for Women

Empowering Women on Their Financial Journey

Financial planning and wealth management can feel overwhelming for anyone, but for women, it often comes with its own set of unique challenges. Despite these hurdles, 69% of women take the lead in managing their household finances.

At Trust Point, we empower women like you to take control of your wealth with confidence, giving you peace of mind as you create a secure future for yourself and your loved ones. We recently launched HerPoint, a community for women, featuring education and socials for women. Join the HerPoint mailing list to learn more!

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Built on the understanding that women’s financial lives are deeply connected to their life experiences and relationships, HerPoint offers a space where women can connect, learn, and grow together — personally and financially.

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HerPoint is Growing!

HerPoint is growing! We’re expanding our community with upcoming socials and educational events in La Crosse, Minneapolis, and Eau Claire — creating spaces for women to connect, learn, and grow together. Sign up to be the first to hear about upcoming events near you.

Upcoming Event: Women’s Social at The Club at Golden Valley, February 25, 2026 | 5:00–7:00 PM

Join us as we launch HerPoint in Minneapolis with an evening of connection, conversation, and fun. Mix, mingle, and enjoy small bites and cocktails. Special Presentation: Marissa Ray — “Let’s Make Getting Ready Fun Again!”

Women-Focused Financial Resources

Check out these blogs geared toward the unique financial considerations that often impact women:

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Resources Courtesy of Our Emerj360 Division

Our Emerj360 division has it’s own set of resources dedicated to helping women along their financial journey:

Services We Offer

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Trust & Estate Services

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Investments &
Wealth Management

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401(k) Plans

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Foundations &
Non-Profits

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Family Office
 

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Emerj360
 

Breaking Down Our 7-Step Financial Planning Process

To customize a plan that fits your lifestyle and will achieve your goals, we use a seven-step process.

Step 1
Getting to know you
Step 2
Identifying and selecting goals
Step 3
Analyzing your current course of action
Step 4
Developing recommendations
Step 5
Presentation of recommendations
Step 6
Implementing the plan
Step 7
Monitoring progress and updating

Financial Planning Checklist

Imagine having a clear, actionable roadmap personalized just for you, guiding you towards financial success. We know creating a financial plan can sound overwhelming, but it’s an essential step towards achieving your financial goals. Our financial planning checklist provides a first step to creating your financial plan, offering tips for essential items to gather to get started.

Focused on the Future

Trust Point is here to help women create a financial plan, empowering you to manage your wealth with confidence so you have peace of mind in the future you’re creating for yourself and your loves ones.

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