Today, women control $14 trillion, or 51%, of the wealth in the United States – and that number is expected to reach $22 trillion by 2020.1 However, research suggests a majority of women would like to be more engaged with their fi nances and that a lack of knowledge and confi dence around fi nancial planning and investing might be holding them back.2, 3 Here are a few suggestions for women investors who are ready to take control of their fi nancial future.

SIGN UP FOR A CLASS OR SEMINAR There are many resources and seminars on key fi nancial planning topics. Your local college or university, park and recreation program or senior center may be a good resource as well.

LEARN FROM OTHERS If your partner is savvier about money management and investing than you are, you might ask them about their approach to making fi nancial decisions. A family member or close friend you trust may be willing to share insights as well.

ADDRESS YOUR FEARS AND CONCERNS Many people have fears about money that can hinder their ability to make sound fi nancial decisions. You may fi nd those concerns lose their power when you talk about them – and you might even turn them into action items.

MAKE A PLAN Nearly two-thirds of women report feeling overwhelmed by the fi nancial information and options available to them.3 If you’re feeling anxious, let’s start with the basics: Together we can set goals and create a solid fi nancial plan that refl ects what matters to you.

TALK TO US We would be more than happy to teach you what we know, spend time answering your questions and share resources to help you build fi nancial knowledge.

1 http://www.marketwired.com/press-release/bmo-report-despite-controlling-14-trillion-wealth-american-women-still-have-challenges-tsx-bmo-2006436.htm

2https://www.fi delity.com/bin-public/060_www_fi delity_com/documents/women-fi t-money-study.pdf3https://www.allianzlife.com/about/news-and-events/news-releases/Women-Money-and-Power-Study©2019 Robert W. Baird & Co. Incorporated. Member SIPC. MC-310606.

Taking Control of Your Financial Future

WOMEN’S WEALTH SERIES

What You Should Do NowThe peace of mind that comesfrom understanding your fi nancesand being intentional with yourfuture is well worth the eff ort. Let’s talk about how together we can start building a plan to achieve your fi nancial goals.