OUR PHILOSOPHY
OUR PHILOSOPHY
Money and life are intertwined. That’s why we help women create a great relationship with their money.
Our Approach to Your Money
Well Lived Wealth is on the leading edge of finance, taking a holistic approach to your money. We focus on wealth management and goal based financial planning through five areas: tax efficient strategies, investment planning, insurance planning, income planning, and estate planning strategies. Our professionals meet clients where they are. We give recommendations in their language, not financial jargon, so it makes sense for them.
The idea of Well Lived Wealth was born from Molly Ward’s experience of seeing women frozen in fear, ill-prepared for what the next season of life has brought them – disability, job loss, divorce, or death. Disability claims include pregnancy, injuries, mental health issues, cancer, and other debilitating illnesses1.
The people you love are the most important. Money is simply an enabler to life and those relationships. When money is handled well with the ones you love, this is a perfect financial plan. We want you to look back on your money and say, "this was Well Lived Wealth".
1Source: https://disabilitycanhappen.org/disability-statistic/
We Meet You Where You Are
Our vision is to be the most valuable financial guides that communicate simply; helping brilliant businesswomen and hardworking moms achieve financial life goals with confidence during life’s seasons. From fur-babies, to grandbabies, and boyfriends to Wasbands.
As an organization, our members hold common values in relation to how we perform work and conduct ourselves:
- Clarity
We provide clarity to our clients about their financial outlook, goals to work towards and how to improve your finances and life. - Respectful Collaborations
We view our services as a collaboration between our professionals and a client. There is no judgment of past financial missteps and/or lack of preparation for life’s seasons. We’re here to work towards a new future. - Continuous Improvement
Our team is full of lifelong learners. We are always looking for ways to improve ourselves, our work and our knowledge base. - Dependability
We pride ourselves doing what we say we will do. We return our clients’ phone calls and strive to listen actively for better understanding of our clients’ needs and wants. We have a 25-year track record that we are proud of; we will be here for the long haul. - Trust
We are at our best when a client trusts us fully. Information is kept confidential and there is no shame in past financial mistakes.
Why Us?
We are approachable and pride ourselves on our personalization. We look at the total picture, not one piece of it. You are not a number, but a human who deserves effective communication with a customized plan that is clear and humanized. We are experienced industry leaders with a market-niche presence. We help to create value in your financial life by providing behavioral coaching with clear paths and strategies for success by helping you mitigating risks all while providing guidance that grows your wealth.