Women of Wealth
Addressing Your Unique Challenges
Women face unique challenges over the course of their financial lives. These challenges may arise as the result of a family crisis, such as a divorce or the death of a spouse, a health crisis or a personal transition, such as retirement or the sale of your business. Such changes are inherently stressful, and if you don’t know the steps forward financially, you may find yourself under even greater pressure. At Yosemite Capital Management, we have long worked with women in managing life’s transitions. Here you will find a process founded on collaboration. We work with you to identify and clarify your priorities, and together we create a life plan to conceivably meet those needs both today and in the future.
► How do I know what I don't know?
► Am I making the right financial decisions?
► Is it possible to make sure I'm financially secure in the future?
► Will I have enough to live comfortably in retirement?
► Are my priorities reflected in my financial plan?
► Will my loved ones be taken care of?
► Who can I trust to answer my questions?
A Process of Collaboration
Our foremost goal is to help you have confidence in your financial future. Our way to do this is through a process that we call integrated wealth planning. This form of financial planning accounts for all the aspects of your financial life—your lifestyle, assets, liabilities, needs and goals. It also considers the unique challenges that you are facing such as caring for elderly parents or grown children, coping with your finances after the death of a spouse or managing a financial windfall such as an inheritance.
In our first meeting, we sit down with you to discuss your financial situation and goals. From there, we create a customized wealth management plan that addresses your needs and long-term goals. We will implement your plan and meet regularly with you to review and adjust your plan as needed. We do all of this in collaboration with you so we can build a comprehensive, ongoing plan that seeks to preserve and grow your wealth while giving you peace of mind and the confidence to move forward with your life.
- Discovery meeting:
We map out your personal goals and financial challenges.
- Second-opinion meeting:
We present a diagnostic and recommendations.
- Mutual commitment meeting:
You decide whether we can add value.
- Organization meeting:
We collaborate with you to organize your plan details.
- Regular review meetings:
We review changes in your situation and adjust your plan.
► Investment management
► Divorce financial planning
► Sudden-wealth planning
► Cash flow analysis
► Debt management
► Risk management
► Retirement planning
► Long-term-care planning
► Tax planning strategies*
► Estate planning*
► Charitable planning
*Done with outside professionals