Women's Wealth Planning
Women are controlling more wealth than ever before and with that power comes the opportunity to shape a financial future that’s truly your own. Whether you’re building your career, managing a household, running a business, or planning for the next chapter, your goals deserve a strategy designed around the realities women face today. At Comprehensive Financial, we make investing clear, approachable, and tailored, so you can move forward with confidence, clarity, and control.
What Are You Planning For?
Retirement Planning is Different for Women
Longer lifespans, career pauses, healthcare and wage gaps mean retirement planning requires a more intentional strategy.
Inheritance Planning
$124 trillion is expected to transfer from Baby Boomers to younger generations over the next 25 years. Women are projected to inherit roughly 70% of this wealth. Its important to prepare for managing inherited wealth, assets and complex planning decisions.
Planning Through Life Transitions
Marriage, divorce, widowhood, career changes, caregiving, or starting a business, all require tailored financial planning.
Women Business Owners & Entrepreneurs
Funding, retirement plans, tax opportunities, business protection, and planning for growth.
