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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!
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.
The dates have been set for the upcoming HerPoint webinars! Additional details and registrations links will be coming soon. Sign up to join the HerPoint community to be the first to know additional details.
Check out these blogs geared toward the unique financial considerations that often impact women:
Our Emerj360 division has it’s own set of resources dedicated to helping women along their financial journey:
To customize a plan that fits your lifestyle and will achieve your goals, we use a seven-step process.
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.
