Wife2CFO™: Financial Education for High-Net-Worth Women Navigating Divorce
You aren’t “bad with money.” You were left out of the conversation. Wife2CFO™ is designed to help women navigating divorce step back into that conversation with confidence. The program aims to help you go from sidelined to in charge, equipped to not just understand money, but lead with it.
Learn more and sign up:
Wife2CFO™ is a branded initiative of Savant Wealth Management. Investment and financial planning services are provided by Savant Wealth Management, a Registered Investment Adviser.
Transcript
Michelle Smith:
So here’s what’s ahead. And notice as you go along that this was built intentionally, block by block, one concept layered on top of another in the right sequence for you to absorb. First is your baseline. What does your life actually cost? And the three buckets that sit under all of that, we fill a stability fund first because you need to pick your investments last. Then we surface some hidden risks, the ones that don’t look like threats at all because they’re dressed up as love and loyalty and good sense. Then we decode the language so no one ever again gets to hide behind jargon and you can ask the real follow-up question. Then we turn inward to the one variable that moves your money more than the market ever will, and that’s you. Then timing so that the first storm doesn’t scare you out of your own portfolio and plan.
And finally, the portfolio, not as something you guard in fear, but as a partner.
Presented By:
Michelle M. Smith
Managing Partner / Financial Advisor
CDFA®