Financial Planning for Women Charlotte NC

Although patterns are changing, a woman will generally spend more time out of the workplace, earn less and live longer than her male counterpart. With less money needing to last longer, women need to be prepared to handle all of their own financial decision-making.

Local Companies

Mechanics and Farmers Bank
(704) 332-2121
PO Box 33594
Charlotte, NC
Miller McNeish Breedlove & Hearn, PA
(704) 376-8415
309 S. Laurel Avenue
Charlotte, NC
Brookwood Associates, LLC
(704) 372-1399
121 West Trade Street
Charlotte, NC
Greer & Walker, LLP
(704) 377-0239
201 South Tryon Street Suite 1500
Charlotte, NC
Morris Davis & Chan
(704) 331-3952
525 North Tryon Street Suite 1600
Charlotte, NC
Bank of the Ozarks
(704) 714-7919
1051 East Morehead Street
Charlotte, NC
Fifth Third Bank
(800) 601-8471
PO Box 37937
Charlotte, NC
Summit Park Partners, LLC
(704) 927-4367
309 South Laurel Avenue
Charlotte, NC
Fifth Third Bank
(704) 971-2013
212 South Tryon Street
Charlotte, NC
Jefferson Wells International
(704) 972-6500
128 South Tryon Street
Charlotte, NC

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Despite the fact that the great majority of women will be in control of their household finances at one point in their lives, some may lack the confidence or knowledge to make wise financial decisions alone.

Although patterns are changing, a woman will generally spend more time out of the workplace, earn less and live longer than her male counterpart. With less money needing to last longer, women need to be prepared to handle all of their own financial decision-making.



Getting Started


It’s never too late—or too early—to start taking an active role in your finances. If you haven’t been involved in your family’s finances to this point, becoming organized is a good place to start. Everyone, both men and women, should keep an organized, updated record of all assets owned in their name, their spouse or partner’s name and their minor children’s name. This record should contain account numbers, institutions where accounts are held, approximate value and legal ownership. This information will be helpful should an unexpected event occur, such as the death of a spouse or divorce.



In addition to keeping an organized record of assets, you should begin reading financial publications and meeting with your Financial Advisor. Your Financial Advisor can help answer any questions you might have about your individual circumstances.



When Things Do Not Work Out

A sad fact of American life is that the majority of married co

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Featured Local Company

Bank of the Ozarks

(704) 714-7919
1051 East Morehead Street
Charlotte, NC

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