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Our Philosophy

Money and life are intertwined. That’s why we help women create a great relationship with their money.

“I have seen so many brilliant business women and hardworking moms change the course of their life and their family’s by being proactive, thoughtfully and thoroughly prepared financially.”

- Molly Ward

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/

The people you love are the most important. Money allows you to live your life with those who you love. We want you to look back on your money and say
This was Well Lived Wealth.

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.

Well Lived Wealth’s Financial Planning Focuses on the following: 

TAX STRATEGY  
Often overlooked and one of the largest expenses in a lifetime.  We are hyper focused on tax control and implementing tax strategy that reaps benefits now and in the long run. We pride ourselves in this area that is crucial to a Financial Plan. 

INVESTMENT PLANNING 
Building a portfolio of blue-chip stocks of companies that have solid earnings and are leaders of industry. No get rich quick or theme-based investing. Stocks for the long run and war chest type of investments for the near term. 

RISK MANAGEMENT AND INSURANCE PLANNING 
No surprises. A well thought out Financial Plan uncovers the “what ifs” of life. What if I lose my job?  What if I get sick and can’t provide for my family? What if… This is a cornerstone of a solid plan. 

PSYCHOLOGY OF FINANCIAL PLANNING 
Well Lived Wealth believes in collaboration between our professionals and clients. 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. It’s important for us to understand your money background or money baggage.   

RETIREMENT PLANNING 
Your nest egg is an accumulation of your life’s hard-earned work. What’s your number? What’s your magic number to ride off into the sunset?   

INCOME PLANNING 
The 5 years leading up to needing an income stream (or retirement) and the first 5 years of your retirement are crucial to your income plan.  

FINANCIAL PLANNING BASICS 
Review budget, income, emergency money and debt management concepts. 

WEALTH BUILDING 
No amount is too little to build wealth. “A penny saved is a penny earned”. 

ESTATE PLANNING  
We work with you and your attorney to help your loved ones. We help you leave a legacy with your wealth. Clients often don’t want to be a burden to their children, and we help ensure that for them. 

Why Us?

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 mitigate risks all while providing guidance that grows your wealth.

Ready to Get Started with Well Lived Wealth?
Learn more about your relationship with money by taking our Moneytudes quiz.


MONEYTUDES QUIZ