Part five of the Women and Wealth series. There are 3 Foundational principles we use when guiding women and wealth. #1 Identity - Why have we been entrusted to manage this wealth and what needs might I have that professional guidance would be helpful? #2 - Purpose - What purpose did I have before I had access to this wealth, what was important to me before the wealth transfer? #3 - Passion - What am I deeply passionate about going back to my childhood through my current stage of life? When you explore identity, purpose, and passion, planning becomes a mission to which you have been called. It gives you the opportunity to connect the dollars to the heart. At Modern Woodmen of America we are passionate about providing financial tools and representation for all people. If you or someone you know feels like they may be a part of this statistic, I would love to have a conversation and help you plan for this amazing stewardship opportunity. #TheGreatWealthTransfer

Part four of the Women and Wealth series. The definition of the word Entrusted means "to officially give someone a think or a duty for which they are responsible." Women currently own 34% of all investable assets in the United States. However, an estimated 53% of these assets are not managed with the assistance of a financial representative. At Modern Woodmen of America we are passionate about providing financial tools and representation for all people. If you or someone you know feels like they may be a part of this statistic, I would love to have a conversation and help you plan for this amazing stewardship opportunity. #TheGreatWealthTransfer