THE 4 pillars of female WEALTH

YOUR PLAYBOOK FOR WINNING THE MONEY GAME


the 4 Pillars of Female Wealth

Women of wealth who have high satisfaction with their lives, are successful in becoming the person they truly want to be, and are doing the things they care most about have these four traits:

  • KNOWLEDGE: Practical, tactical knowledge of asset classes, investment principles and grasp of how the “business of wealth” works

  • IDENTITY: An identity that supports having wealth and creating a legacy vision and plan congruent with their values.

  • ADVISORS: The best advisor team for their needs.

  • NETWORK: A group of women with similar circumstances to learn and grow with.

HNWWI provides a “safe harbor” environment where you can receive a complete foundational financial education, continuing mentoring, peer networking and resources not readily available elsewhere.

Want to explore if HNWWI programs might be right for you? A complimentary 90 minute Discovery consultation is available.

Who is a HIGH NET WORTH WOMAn?

  • On the rise financially

  • At a crossroads in life, gearing up for the next phase

  • Action oriented

  • Knowledge seeker

  • Open to new ideas, committed to growth and expansion

Pillar 1: Identity

A High Net Worth Woman knows who she is

Identity is an often overlooked component of wealth. Anyone can learn the mechanics of investing but without a congruent self-image it's difficult to impossible to make and/or retain the money generated.

People often talk about this as "money mindset." While mindset is important, we believe it flows from identity and that's the ultimate place to go to make changes when needed.

How do you feel about doing well financially? Are you comfortable or does it cause anxiety of some kind? Our programs include modules that lead you to explore your inner world and ensure you have yourself prepared for financial success.

Pillar 2: Knowledge

A High Net Worth Woman is financially literate. She either likes to do things herself or delegate to her team.

DIY

  • Wants to do everything themselves - hands on

  • Captain of the ship, calling all the shots

  • Wants to be actively involved in each and every decision

  • Keenly interested in finance and committed to continuous learning

Delegator

Team Member vs. Team Leader

Team Member: you work hand in hand with trusted professionals to build the roadmap of your wealth journey based on their knowledge.

Team Leader: you set the broad direction and you rely on your team’s expertise to fill in the details.

Pillar 3: Advisors

A High Net Worth Woman leverages the expertise of her curated team of trusted advisors

She has these professionals on speed dial:

• Attorneys

• Investment Advisors

• Accountants

• Private Bankers

• Financial Planners

• Business Managers/Family Office

Pillar 4: Network

A High Net Worth Woman has a network of peers

  • She has a community of other women who are on a similar wealth trajectory

  • She has a safe place to celebrate your wins and discuss your learning opportunities

  • She has a personal advisory board with a variety of people who cheer her wins and help her through losses

  • She can quickly and easily find any assistance she needs through her network

E-Book Coming soon!

We are excited to be launching an e-book for high net worth women. The book will build a foundation for success by explaining how to develop the qualities from the 4 Pillars of Female Wealth.