At Well Lived Wealth, I help high-net worth, single women create financial plans to secure your money now and in the future. I know first-hand how hard my clients work for what they have, and how important it is to to go to sleep at night knowing that you and your loved ones are protected for the future.
More than that, I help you build a life that reflects your values today. I help my clients — other successful single women like myself — navigate the often complicated and emotional issues that come with managing money. Whether you’re divorced, widowed, single, an entrepreneur, executive, retired or a full-time mom, Well Lived Wealth will help you save time, money, and take the stress out of managing your finances.
Like other financial advisors, I help you secure and grow your wealth through:
- Lifetime wealth forecasting
- Retirement Planning
- Education Funding
- Tax-savings strategies
- Life, Disability Income and Long-Term Care Insurance needs assessment
- Employer benefit program analysis including 401(k), deferred compensation, stock options, restricted stock units, NUA opportunities and stock concentration risk management
- Investment asset allocation analysis
- Estate planning, including beneficiary designations, gift planning to family and charity, and trust needs
What makes Well Lived Wealth special, and why I have so many single women clients for the long-term, is my ability to help affluent women navigate their fears, goals and joys when it comes to their money.
Molly Ward, CFP®, CDFA® is a single mom of three, based in Houston with more than 20 years of professional experience. A Texas native, Molly earned her Certified Financial Planner® professional designation (one of just five women in Texas at the time under the age of 30), and built a wealth management firm before she had my first child at age 25. Since then, she has participated in programs at Harvard and Wharton Business School, and was named one of five advisors (and the only woman) to Equitable's Elite Producer Group Steering Committee out of 5,000 of her peers, and serve as a direct liaison between Equitable’s chairman, CEO, and other top executives. She is on the board of her local library, and member and former associates roundtable Chair of James A Baker III Institute at Rice University. She is a competitive runner, paddleboarder, and Olympic distance triathlete. You can find her most afternoons playing football in her front yard with her son.