Updated Thursday, August 27, 2015 as of 10:17 PM ET

Estate Planning Tip: Female Executives Are Different

In our experience working with successful female clients, we find they are focused on one question above all others: “What’s the plan?” Monthly or even annual portfolio performance doesn’t matter much to these clients unless they can see how it fits within the context of their overarching plan and how it gets them closer to their goals.

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Comments (1)
Great article about one segment of female clients that needs more attention. Thanks for providing such useful information.

Kathleen Burns Kingsbury
Author, How to Give Financial Advice to Women and How to Give Financial Advice to Couples
Posted by Kathleen K | Thursday, July 10 2014 at 6:24PM ET
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