The balancing act
We recognize the unique financial planning challenges many women face, including income disparities, a greater share of household and caregiving responsibilities, and the resulting impact on wealth generation. At McKenzie, Hoover, McPhee, Russell Private Wealth Management, we are committed to supporting your success and independence by partnering with you to gain more control over your financial future. This includes personalized financial planning strategies for women that account for longer life expectancies and potential career breaks for family care, ensuring stability and flexibility.
The sandwich generation
Many women find themselves caring for aging parents while supporting their children and grandchildren, leading to significant stress. Our expertise in serving women has taught us valuable strategies to manage and alleviate this stress. By creating a 'financial life strategy' that balances personal goals with family care, and providing tools for delegating responsibilities during family meetings, we can lighten your load and enhance your financial and emotional well-being.