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| A Woman's Perspective |
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A Woman’s Perspective is designed to engage, enrich, and educate you about the importance of proactively managing your financial life. Having your personal finances in order can give you the peace of mind needed to focus your attention and energy on what is most important in your life—your family, friends, health, and varied life passions.
Our goal is to empower women to become actively engaged in preserving and growing their wealth.
The curriculum applies many of the insights Silver Bridge Advisors Principal Dune Thorne derived from research she conducted while attending Harvard Business School. The study found that good financial decisions are made when goals and family values are coupled with thoughtful expertise. A Woman’s Perspective can be a valuable part of this process.
The cornerstones of our curriculum include:
- Financial Basics: Understanding your net worth, budgeting, tax, insurance, and estate planning
- Family Goals & Communication: Defining and effectively communicating your family’s goals and objectives
- Investments: Implementing an investment plan that aligns with your goals
- Philanthropy: Creating impact and inspiration
Silver Bridge is committed to empowering women to achieve their life goals by creating a trusted partnership that stimulates the exchange of ideas and thoughtful decision making. To learn more about “A Woman’s Perspective”, please contact Dune Thorne.
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FINANCIAL FOUNDATIONS |
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| “The unique needs of women often go unaddressed in financial services, leaving them unprepared when decision making is suddenly thrust upon them. Silver Bridge is committed to providing the confidence, skills and partnership to help women make wise financial decisions now and in the future.” |
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| Dune Thorne |
Client Advisor,
Silver Bridge |
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