Our Process
WE CALL IT
Life by Design
At the Women's Advisory Group, financial planning isn't a chore.
It's a meaningful process that becomes part of your larger life plan.
It starts with discovering where you are and where you want to go.
Why?
Because We Want You To Live the Life of Your Dreams.
Our Process

Ideal Life Plan
Create Clarity and confidence in your
path to living your best life
Purpose & Priority
Assets & Resources
Options & Opportunities



Purposeful Investment
Strategy
balancing Your need for Safety,
growth, and income
Safety & Protection
Growth Potential
Your Retirement Income

The Women's Wealth Circle
Become part of our Women's Wealth Circle,
a community of like-minded women
Inspiring, Educational Content
Engaging Events
Community and Support
