Ideal Target Client
Overview
Women With
Momentum
WOW caters to existing and aspiring female executives who are movers and shakers, whether thriving in their current role or looking to pivot – they are intentional about driving forward their teams and making an impact
Women-Owned
Businesses
Woman-owned business owners face unique opportunities and challenges. WOW aims to foster a sense of community and equip with financial resources to help these businesses thrive
Divorcees
We have a Certified Divorce Financial Analyst® with experience with clients and attorneys on financial planning
Widows
Woman often change advisors after losing a spouse. It’s important to find a Financial Professional that’s a good fit, especially amidst the challenges of life transitions
Possible Event Venues
Women With
Momentum
- Session on design thinking, giving participants a toolkit to be disruptors/creative change-makers
- CE credit webinar/event to help gain COIs (e.g., HR professionals, CPAs)
Women-Owned
Businesses
- Fair showcasing the products and services of female business owners locally
- Webinar on marketing tips for business owners
Divorcees
- Webinar/event on navigating a divorce
- Ladies' happy hour to build community with other local divorcees
Widows
- Support groups aimed at assisting those at different stages of grief and providing a sense of community with peers and other resources (e.g., therapists, financial planners)