Women and Family
When it comes to planning your future and protecting the lifestyle you desire, women ARE different. Why? According to Financial Advisor Magazine, over 75 percent of women are widowed at an average age of 56, and 1 in 4 of these women are broke within two months of being widowed.
But, we believe (and the research supports) that women are actually better investors long-term. Women are great at following advice and often just need a solid plan and a little coaching to help guide them.
At Fonville Wealth Mangement, we are an investment firm built by women for women and their families. We help smart women make smart investment decisions and advise you on how to take control of your financial life.
The Women We Help:
- Know that finding someone they can trust is paramount.
- Know that control of their financial life often comes at the loss of a loved one, divorce, or a life changing event.
- Know that money is not central to their happiness, but certainly helps
- Know a clear plan can help help provide clarity and confidence.
Work with Us and Receive:
- Your own personalized and comprehensive financial plan
- Your own budgeting tool to help you track monthly expenses and cash flow
- Our assistance in helping you implement our recommendations within your financial plan
- Ongoing face-to-face advice to keep you on track through regular reviews.
As a company focused on investing for women, we understand your needs. We are focused on providing you with the advice, knowledge and confidence to help you take control of your future by investing in your future.