Women’S Approach To Money

Peggy Kessinger, Financial Advisor Women’s Approach to Money: Getting to the Heart of the Matter [email_address]

History of Women & Money ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Women’s Relationship with Money TODAY … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Special thanks to Jane Field for preparing this graph http://lehd.did.census.gov/led/datatools/qwiapp.html

Nature – Female Brain Wiring ,[object Object],[object Object],[object Object],[object Object]

The Female’s Unique Aptitudes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Show me the MONEY … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],“ 60% of Women say they prefer to spend as little time as possible managing their investments.”

Life Stage Roles & Priorities Life Stage Priority Money Concerns Teen Friends Spending Money Young Adult Relationships, Career Wage Earnings Mommy Children, Family Day to Day Cash Flow Mature Adult Family, Legacy Bag Lady Fears Retiree Family, Friends Cash Flow Longevity

Fear-Based Resistance ,[object Object],[object Object],[object Object],[object Object]

Psychology of Money w/Spouses ,[object Object],[object Object],[object Object],Source: Money Magazine, April 2006 MEN WOMEN Investment Decisions 73% 22% Retirement Planning 66% 25% Buying Insurance 60% 34% Paying Bills 42% 57% Budgeting 33% 59% Day to day Spending 22% 64%

Getting to the Heart of the Matter ,[object Object],[object Object],[object Object],[object Object],[object Object]

Making the Transition ,[object Object],[object Object],[object Object],[object Object],[object Object]

Money Management 101 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Women’s Investment Strengths ,[object Object],[object Object],[object Object],[object Object],[object Object],Source: “The Gender Gap: Men and Women make Investment Decisions Differently”, Fairfield County Business Journal, May 30, 2005

Women’s Natural Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Investment Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Women and Financial Advisors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: “6+Insights for Working with Women Clients”, by Jeri Sedlar and Rick Miners, http:/www.hoursesmouth.com/80954, Feb. 6, 2008

Avoiding the Bag Lady Syndrome ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Bottom Line ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Women’S Approach To Money

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