Why Woman’s Worth®?

Woman’s Worth® Retirement Lifestyle Protection Plan...For Women! By Women!

Protect your retirement journey through integrated life planning because it’s more than the money – it’s about your Total Well Being to and through retirement. This is what makes us different at Woman’s Worth®. We believe you deserve better to achieve financial, emotional, and physical balance by integrating your life plan to achieve your retirement goals.

WW® integrated planning addresses four attributes of financial security:

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  1. Your lifestyle protection plan: You need to understand the cost of your retirement and how to create tax efficient income, monthly and income you can count on the rest of your life.
  2. Your healthcare protection plan: You’ll need to understand how increasing healthcare costs could impact you AND how you will fund long term care needs.
  3. Your estate plan: what types of legal documents do you need to keep you out of probate and keep more of the money in your estate and in the hands of your beneficiaries.
  4. Your tax plan: How will you manage your tax obligations through your retirement journey and how will you create income that is tax-efficient.

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Here’s what you get when you work with the team at Woman’s Worth® and experience what integrated lifestyle planning is all about:

  1. You’ll get what we call our “moment of truth” report; a report that tells you what your retirement lifestyle is going to cost you; this is important to make sure you don’t run out of money before you run out of life.
  2. You’ll get a lost income report. For those of you who are married, have partners, significant others, or share your retirement expenses with someone else contributing income, we’re going to tell you with facts, the impact to you of lost income.
  3. You’ll get a long term care cost report. What will happen if you, your spouse/partner or significant other needed long term care and you spend down your retirement savings to keep up with the costs of skilled nursing care.
  4. We’ll take your brokerage statements and have our financial team put them to the stress test; we want to uncover the hidden fees, the cost of ownership of all of your assets, and our financial team is going to make sure your retirement strategy is giving you the highest probability of success in achieving your goals.
  5. We’ll look at your tax return so we can make sure you’re saving taxes not only today but when you begin using those tax invested IRAs because we believe money saved in taxes is as rich and green as money you can grow in the market.
  6. We’ll have our board certified estate planning attorneys review your legal documents to make sure they are compliant with today’s estate laws and make sure your beneficiaries receive their inheritance in the most tax-efficient and timely manner.
  7. AND we’ll analyze your life insurance policies, long term care policies, annuity contracts, to determine whether they are cost effective and bring your needs value based on your goals.

You get all this in the Woman’s Worth® Retirement Lifestyle Protection Plan® which involves a four step process:

  1. Information gathering session where you get to know us, we get to know you, we understand your goals, dreams, fears, and we gather the relevant information to analyze the likelihood of achieving your retirement goals. In other words, we gather the information to give you the facts.
  2. Feedback session where we provide you with the analysis of all the information gathered and deliver to you all the items in the above deliverables and we identify gaps, opportunities and solutions to close the gaps – this is your Retirement Lifestyle Protection Plan®.
  3. Implementation of the plan should you desire to implement portions of the plan or the entire plan.
  4. Monitoring and evaluating the plan because we know “stuff” happens in our retirement journey. We continuously measure our progress towards the plan and when and if necessary, we modify the plan and get you back on track.

This planning has no-obligation and totally customized to meet your needs. Sign up here for a no-obligation lifestyle protection plan so you can make sure you have a predictable and secure retirement. When you schedule your visit with the team at Woman’s Worth®, we’ll give you a complimentary copy of Wi$e Up Women: Your Guide to Total Fiscal and Physical Well Being because ladies, it’s more than the money: It’s About Your Total Well Being.

Thank you for your interest and we look forward to helping you protect your retirement lifestyle.