Investment planning and financial education is critical for all - especially women. As of 2022, women control about one third (over $10 trillion) of U.S. household financial assets. By the end of the decade that number is expected to increase to about $30 trillion.1
Female investors have increasing opportunity to use their financial power to not only make a difference in their own financial future, but to invest in and create meaningful change through sustainable investing. We know that everyone has different values and goals. Our team at One Day In July is excited to learn about your individualized goals and help you achieve them.
We want more women to be engaged as investors. Whether you are entering retirement, planning for college tuition, or starting a new job - we want to partner with you. At One Day In July, we offer a diverse set of investment models, strong customer service and low fees. We work with you to create an investment plan that allows you to make smart choices today to plan for your best tomorrow.
If you are interested in learning more, contact our Burlington, VT financial advisor team.
If you are specifically looking to work with a female financial advisor please contact Nancy Westbrook, Katie Bensel, or Carrie McDonnell.
Nancy Westbrook, Burlington, Vermont Financial Advisor
Katie Bensel, Burlington, Vermont Financial Advisor
Carrie McDonnell, Rochester, Vermont Financial Advisor
Set up a free consultation today.
Shelburne, VT 05482
Burlington, VT 05401