“The integrated, warmer approach to financial planning that clients are seeking today is a great match for the strengths and skills traditionally considered the female way of thinking.
That feminine viewpoint speaks to the contemporary client’s need for a financial plan that addresses more than just the numbers.”
says Ellen Rogin, CPA, CFP in her Jan 9, 2013 article.
Money is Power ♦ Invest like a Woman
Would you like to bring a P.I.N.K. event
to your workplace as a Lunch & Learn?
Contact Léony to arrange the dates! (905) 632-9900
There are many ADVANTAGES to having a female Certified Financial Planner on Your side!
⭐️ The #1 reason is we can empathize with your needs & concerns – Why? Because we are mothers, daughters, wives, career women and caregivers too.
⭐️ We know what makes sense financially, but we intuitively understand what feels right for you and your season of life
⭐️ Much research has been done about gender culture and communications, and some of the findings show that women place high value on shared experiences, while men tend to be autonomous