FAQs
Frequently Asked Questions
✨ Got questions? You’re not the only one. Here are answers to some of the things people just like you often ask (or Google!) when it comes to money and planning for life.
Q: How do I know if I’m ready to retire?
A: Retirement isn’t just about reaching a certain age or dollar amount—it’s about making sure your income, lifestyle, and goals all line up. We’ll look at where you are today, what you want life to look like tomorrow, and build a plan that helps you step into retirement with clarity and confidence.
Q: How much should I be saving for my kid’s college?
A: It depends on your family’s goals. We’ll help you figure out how much you may need, what savings vehicles work best, and how to keep retirement and other priorities on track while you save. Think of it as a roadmap for education costs that still keeps your future in focus.
Q: I’m going through a divorce. What should I do with my finances?
A: Divorce can feel overwhelming, but you don’t have to sort it out alone. We’ll walk with you through the decisions—like dividing assets, updating beneficiaries, and planning for your next chapter—so you feel steady and supported along the way.
Q: What happens to my business when I’m ready to retire?
A: That’s where succession planning comes in. We’ll help you protect what you’ve built, prepare for a smooth transition, and put agreements in place so you can retire confidently, knowing your business and legacy are in good hands.
Q: Do I really need a financial advisor in my 20s or 30s?
A: Yes! Starting early gives you a huge advantage. We can help with student loans, budgeting, saving for a house, or planning for travel and family—all while making sure your money works toward your bigger goals. It’s not about having “a lot” to invest; it’s about building smart habits now.
Q: What makes Power Women Investing different?
A: We’re not just about numbers—we’re about people. We blend heart and strategy, listen without judgment, and create plans that fit your life. Whether you’re planning retirement, navigating loss, or chasing new dreams, we’ll walk alongside you every step of the way.
Q: How do you get paid?
A: Great question—and one you should always ask. We believe in transparency. Our fees are clear and upfront, so you’ll always know exactly what you’re paying for. No hidden costs, no surprises—just honest service designed around your best interests.
Q: What do you actually do for me?
A: We do more than manage investments. We help you set goals, create a plan, and stay on track through life’s big transitions—like retirement, college, divorce, or loss. Think of us as your financial coach and partner, here to guide you with clarity and care.
Q: Why should I hire a financial advisor instead of just doing it myself?
A: You could do it yourself—but money can get complicated, especially when markets shift or life throws a curveball. We bring expertise, accountability, and a steady hand so you don’t have to carry the weight alone. Our job is to help you make smart decisions and stay confident about your future.
Q: Are you a fiduciary?
A: Yes. That means we are legally and ethically bound to act in your best interest—always. Every recommendation we make is based on what’s best for you, your goals, and your future.
Q: How often will we talk?
A: That’s up to you. Some clients like regular quarterly check-ins, others prefer quick updates as life changes. Whatever your style, you’ll never be left wondering what’s going on—we’ll set a communication rhythm that feels right for you.