Description

64-page Wise Women Workbook, built on decades of learning and practice, provides a clear pathway for women to prepare for financial leadership and share their wisdom with their families through:

• Original content, actionable planning steps, tools, and family checklists
• Guidance for building her strong professional advisory team
• Financial planning priorities for every stage of her life
• Guidance for meaningful family wealth conversations

Women can use the workbook independently, with their family, or with the guidance of their professional advisors. She can use the companion bookmark to track her progress and next steps.

Includes an optional companion bookmark to track progress.