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Women With Momentum

Turn growth into long-term freedom.

Your career is accelerating. Your income is rising. Your opportunities are expanding. With that momentum comes a new level of financial complexity—equity compensation, tax strategy, benefits optimization, investment decisions, and long‑term planning that keeps pace with your success.

This space is designed to help you harness your momentum with clarity and intention. We help you translate professional growth into personal freedom, aligning today’s opportunities with tomorrow’s independence.


You May Be Asking:

  • Is my financial strategy keeping pace with my career growth?
  • Am I maximizing equity and employer benefits?
  • Am I investing efficiently and tax-aware?
  • How do I prepare for flexibility later in life?
  • What does long-term independence look like for me?


Optimize Income
& Benefits

We help you understand stock options, bonuses, retirement plans, and insurance benefits.

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Build an
Investment Plan

Aligned with your goals, risk tolerance, and long-term flexibility.

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Design for
Independence

We focus on creating optionality — career flexibility, early retirement possibilities, and generational impact.

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Plan for Legacy
& Purpose

We help ensure your growth translates into long-term security and meaningful impact.

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How To Spend Your First Month Of Retirement

Read Article

As featured in AARP, our Founder, Jody C. D’Agostini, CFP®, CDFA™, RICP®, provides expert guidance on navigating a transition to fixed income and making informed retirement decisions.

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CNBC’s Women & Wealth hub highlights the financial issues, insights, and stories that matter most to women.

*Link to resources as a reference only, no endorsement implied.

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Women want advisors who respect their intelligence — and their time.
Clear, structured planning helps them stay informed and supports confident, efficient decision making.

Build Momentum with Clarity

Knowledge creates momentum—but clarity turns it into action.
Explore links to curated insights designed to help you make informed decisions across key areas of your financial life.

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Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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MOMENTUM DESRVES STRUCTURE
Let’s Connect!

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Contact

Office: (973) 401-2513

Fax: (973) 401-2507

10 Madison Avenue,

2nd Floor

Morristown, NJ 07960

info@womenownedwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC  (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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The Falcon Financial Group, LLC is not a registered investment adviser and is not owned or operated by Equitable Advisors or Equitable Network.