Yes, She Can: How to Build Financial Confidence

Mar. 28, 2024

Did you know that 94% of women believe they will be personally responsible for their finances at some point in their lives, but only 48% of women are confident in their finances? It’s true! But, it doesn’t have to be.

Hear from Sharon Treiser, Senior Financial Consultant, and Chelsea Seibel, Financial Consultant, as they break down hurdles, confront common misconceptions, and empower you to make your financial well-being a priority.

Key takeaways:

  1. Confidence comes from being prepared and having a plan. When it comes to managing your money, that means not only knowing your financial picture today, but also having a financial plan that documents your lifestyle goals and accounts for your needs, wants, and wishes today and 5, 10, 20 years from now.
  2. Building your wealth takes time, but there are tactics and strategies to help. Start by taking a pulse check and inventory of your current situation. Once you know the pieces you have, you’ll identify the gaps you have, and then begin putting the pieces together to achieve the life you envision.
  3. The irony of planning is that you are preparing for the unexpected. How would you (financially) handle an unexpected illness or a relationship change? You can’t control the weather, but you can bring an umbrella. The same applies for your financial journey, have a plan in place today.

We can help

We're committed to helping women understand how their finances work and feel comfortable asking their questions about money. No matter how big – or small – your question is, we can help. Get started with a no-obligation consultation with a member of our team who can help answer your questions, and provide a free review of your financial plan in a 1:1 session.

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Source: Bank of America

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