Broker Check

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)