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NEW! Wise Women Workbook:

10 Steps to Prepare
for Financial Leadership

How are you having different conversations with your most important women clients and prospects — whether they are married, single, divorced, building a career, running a business, or inheriting assets — and why does it matter now?

Women’s Growing

Financial Influence

The Great Wealth Transfer
will move trillions of
dollars over the next

two decades.

Women are expected to
control the majority of
U.S. wealth

by 2030.

The question is no longer whether women will play a greater role in managing wealth. The question is whether they will be prepared.

More Than a Workbook

A Relationship-Building Tool

Wise Women Workbook helps you create deeper, more meaningful conversations that go beyond investment performance and focus on what matters most to her: clarity, confidence, and a secure financial future for herself and those she holds most dear.

It is designed to help you strengthen relationships, demonstrate value, and support women clients as they prepare for financial leadership or check their progress to date.

A Keepsake Gift 

She’ll Remember

You Shared

This 64-page keepsake workbook shows that you care about
her financial success and the future success of her family. It makes it easier to open discussions about legacy, wealth transfer, and family preparedness.

If not you, then who?

Ideal for sharing with attorneys, CPAs, and other professionals who serve women clients and prospects. 
 Be their most valued resource!

Thank you for the Wise Women Workbook. It is beautiful and professional and provides a wealth of practical information.”
I am going through a health crisis and am so grateful I filled out the worksheets in your workbook before this, so when my daughter came to be with me, she easily put the pieces together and updated things."
What an amazing, empowering and informative piece. It got me thinking!"
I love how practical it is."
An impressive compendium of information to help me collect and organize financial materials for peace of mind going forward in life."

A Look Inside

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

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

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

How to Order

To order or have questions, contact Carol Sherman at
csherman@preparingheirs.com

  • Minimum Order: 10 workbooks
  • Price: $29 per workbook, plus shipping and applicable tax
  • Companion bookmark: Add $1 per bookmark

Sign Up For Insights & Workshop Updates

You’ll receive a copy of our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree tool for your next client meeting.