Financial Planning Needs for Women with Wende Headley

This week I sat down again with Wende Headley, CFP to talk
through some financial planning needs for women and some of the
hurdles we tend to face.


Wende is a Certified Financial Planner,  Certified Divorce
Financial Analyst, and Partner at Abacus.  She leads the
firm-wide Women & Money initiative, which provides resources
and education about the broad range of financial issues faced by
women. In addition to her primary role as wealth manager for her
clients, she regularly speaks at local women’s and professional
organizations, hosts investment discussion circles with women in
Pasadena, and serves as an AARP Tax Aide volunteer for low-income
seniors.


She earned an MBA from Harvard University, a BA in Economics and
French from the University of Michigan, and a Certificate in
Financial Planning from UCLA.


She enjoys spending quality time with her husband and children.
Whenever possible, you might find her skiing, running, doing a
triathlon, volunteering at her kids’ school, or attempting to get
that next book read for her Book Club.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


A big issue women tend to face around money

Why it’s challenging for women to take action in their
financial lives

The best way to tackle money organization in your life

How a financial planner can help when you’re feeling stuck

How to take the first step in getting organized with your
money

The different approaches Wende takes with her clients

What goals clients come to Wende with around their money

The biggest money topic women tend to struggle with

How Wende engages with women who don’t normally handle the
finances in a relationship

The motivation for change for women around their finances



LINKS WE MENTIONED ON THE SHOW:


Women in Money Abacus Page



GET SOCIAL WITH WENDE AND LET HER KNOW YOU HEARD ABOUT
HER HERE


Abacus Website

Wende’s e-mail

Abacus Facebook

Abacus Twitter

Abacus LinkedIn