Planning For Women

 The majority of women will have sole
responsibility for their
finances at some
point in their lives.

Are you divorced, widowed, single or remarried? Possibly, you are managing an inheritance or assuming the responsibility of caring for an aging parent. In any case, women are increasingly involved and, possibly, are solely responsible for holding the purse strings in their households.

Judi Hernandez, CFP® of The Professional Advisor Group focuses on addressing the special needs women face, and brings along the sensitivity women want. She has worked closely with women in significant life transitions and has developed an approach to effectively guide you from one stage of life to the next, from one dream to another, with a customized, purposeful plan for your future.

In her relationship driven process, Judi allows adequate time to discuss and understand your particular situation—both financially and emotionally. She can help you identify where you want to be and set a practical course for the next phase of your life’s journey.

Benefits of working with Judi include:

  • Creating a flexible strategy that will adapt with you through various life stages,
  • A definition of wealth that includes independence and personal productivity,
  • Working with you to organize your financial life to allow for better understanding and ease of management,
  • Her ability to proactively work with your other professional advisors, such as attorneys and accountants, to provide detailed options,
  • Addressing your desire to leave a legacy, as well as teach children a sense of responsibility and
  • A holistic approach that includes attention to the many aspects of your life. 

Although you may have always managed your family finances, it’s important to recognize that periods of transition present unique challenges, stresses, and opportunities. Given the emotional elements of divorce, remarriage, or the death of a spouse, it’s especially important to seek the help of a financial advisor who is dedicated to understanding not only the complexities of financial planning and investment management, but to appreciating the emotional needs of women as well.

The entire process contributes to a general sense of well-being
that comes from gaining control of and understanding your financial life.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck