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 you a diversified, personalized investment plan, strong customer service, and low fees. We work together to help you make smart financial decisions today so you can prepare for your best tomorrow.
If you are specifically looking to work with a female financial advisor please contact Nancy Westbrook or Carrie McDonnell.
Nancy Westbrook | Burlington, Vermont and Hanover, New Hampshire Financial Advisor
Carrie McDonnell | Central and Southern Vermont Financial Advisor
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Available for meetings in Rochester, VT and surrounding areas.
Available for meetings in Bennington, VT and surrounding areas.