Different
Clients
Thriving Owners
Exit Focused Owners
Senior Executives
Women in Transition
Our Team
Our Podcast
Stefan Whitwell
Rosemary Wright
Richard Roscelli
Julie Steele
Jamie Sylvester
Mark W. Guthner
Clinton Sparks
Elsie Fletcher
Edward Vilga
Megan Nunez
Plan
Tax Planning
Financial Freedom
The Planning Club™
in Action
Social Security & Medicare
Protect
Annuities
Life Insurance
Long-Term Care
Last Wishes
Invest
Growth
Strategies
Private
Investing
Monthly Investor Update Call
Asset
Allocation
AI, Blockchain, Crypto & DEFI
Self-Directed Accounts
401(k) Plans
Defined Benefit Plans
Different
Clients
Thriving Owners
Exit Focused Owners
Senior Executives
Women in Transition
Our Team
Our Podcast
Stefan Whitwell
Rosemary Wright
Richard Roscelli
Julie Steele
Jamie Sylvester
Mark W. Guthner
Clinton Sparks
Elsie Fletcher
Edward Vilga
Megan Nunez
Plan
Tax Planning
Financial Freedom
The Planning Club™
in Action
Social Security & Medicare
Protect
Annuities
Life Insurance
Long-Term Care
Last Wishes
Invest
Growth
Strategies
Private
Investing
Monthly Investor Update Call
Asset
Allocation
AI, Blockchain, Crypto & DEFI
Self-Directed Accounts
401(k) Plans
Defined Benefit Plans
✕
Women in Transition
Why Is a Financial Plan Critical for Women?
Because women control an enormous amount of wealth.
A few facts:
Women control nearly 60 percent of the wealth in the United States.
The number of wealthy women in the U.S. is growing 2x as fast as men.
45 percent of American millionaires are women.
48 percent of estates worth more than $5 million are controlled by women.
60 percent of high-net-worth women have earned their own fortunes.
Women control 80% of consumer spending.
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