Financial Planning for Women | Trust Point | La Crosse, Eau Claire, Minneapolis
General Inquiry 800-658-9474 401(k) Inquiry 800-458-9111
General Inquiry 800-658-9474 401(k) Inquiry 800-458-9111
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. This is why we launched the HerPoint®  community for women, featuring educational events and webinars, and social events. Join the HerPoint email 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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Empowering Women Award Recipient

We’re honored to be recognized as a 2026 Finance & Commerce Empowering Women Honoree, celebrating organizations that are committed to advancing women through leadership, professional development, and community impact.

From leadership opportunities and career development to mentorship and continuing education, we’re committed to creating an environment where women can grow, lead, and make a meaningful impact. That commitment also extends beyond our walls through our HerPoint® community, which provides financial education, meaningful connections, and trusted guidance to women.

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Women-Focused Financial Resources

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

Resources Courtesy of Our Emerj360 Division

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

Leslie Meulemans; Kelly Ellinghuysen

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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