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WOMEN & WEALTH

Financial Empowerment for Women

Flagship is dedicated to financial advice & investment management for women. Our approach is to provide personalized & holistic financial planning to help you meet your goals. We work one-on-one with our clients to build long-term relationships. Our goal is for women to make confident financial decisions.

OUR APPROACH

QUESTIONS WE HELP ANSWER

  • How much should I be saving?
  • What investments are right for me?
  • How should I allocate my portfolio?
  • How much money will I need for retirement?
  • At what age will I be able to retire?

OUR PROCESS

OUTCOME OF WORKING WITH US

  • Gain confidence & financial knowledgee
  • Create a strategy for allocating resources
  • Identify & work towards financial goals
  • Implement a holistic investment plan
  • Have a partner to help with accountability

WORKBOOKS

Manage Your Finances With Confidence:

The Women’s Financial Workbook includes helpful tools to begin your personal financial journey:

  • Calculating Net Worth
  • Setting Financial Goals
  • Developing a Budget
  • Introduction to Investing


CALCULATORS & TOOLS

PERSONAL FINANCE

PURCHASING A HOME

LIFE CHANGES RESOURCES

These Workbooks contain tips & topics to start thinking about during a major life event. Use these workbooks as a starting point and further discuss major life changes with your advisor:

SMALL BUSINESS RESOURCES


CONTACT GIANA

To schedule a financial consultation or to inquire regarding speaking engagements- Contact Giana

For additional contact information visit Flagship Private Wealth Contact Page

—— FEATURED IN ——

Sources: Boston Consulting Group, Boston College Center on Wealth and Philanthropy, National Center for Women, Retirement Research, MainStay Investments, Freddie Mac & Consumerfinance.gov.