Women and Financial Planning

According to a study by Allianz Life Insurance Company, women are eager to strengthen their financial planning skills, despite general feelings of insecurity. One in three is eager to learn, but one in five doesn’t know where to begin.

The study also identified the financial planning topics women want to learn about most. The top five subjects included:

Planning for retirement/maintaining lifestyle in retirement	54 percent
How to start saving or investing on very little income	53 percent
Basics of buying smart (savvy shopping, buying vs. leasing, etc.)	46 percent
How to select the right insurance products (life, long-term care)	41 percent
Definition of basic financial terms (IRAs, annuities, mutual funds)	40 percent

 

Cali Pearl goes beyond research and statistics by providing financial education and information that supports clients at every stage of their financial planning life. From starting a career or starting your own business to financial planning for families that will carry you from the time of building your wealth through the years of enjoying it.

Cali Pearl provides educational tools, workshops, webinars, white papers, articles, blogs, and press releases to improve her clients understanding of personal money matters, investments and the economy. This proliferation of information and research aims to increase the knowledge of Cali Pearl clients to an above average understanding of personal money matters, investments and economic issues so that clients can experience confidence in discussing such matters openly, increase their knowledge regarding financial and investment options available to them as well as the increase their determination to make better financial decisions as it relates to their families and their financial futures.

Cali Pearl also provides an environment where it’s easy for couples (either married or alternative) to engage in meaningful conversations about money, specifically enhancing and protecting their financial futures. The Cali Pearl environment encourages straight talk without leaving behind feelings of blame, guilt or anger.

Unique Value

Cali Pearl is distinctively positioned to advance team-based service delivery which helps establish trusted relationships with her clients. Teams comprised of a financial advisor, investment broker, insurance agent, CPA and attorney for example, with each individual playing a specialized role, are better equipped to deliver on the promise of expertise. There are many benefits to working with more than one advisor: there is greater oversight in investments; more than one viewpoint is shared; and a greater opportunity for the client to learn about other financial and investment options.

Cali Pearl was founded on the principle of Fiduciary Responsibility which means your financial planning interests always come first. The ultimate goal is to provide you with objective guidance so you can be confident that the counsel you are receiving is in your best interest.