Financially Empowered provides Financial Advisors with the tools they need to strengthen their relationships with their female clients. Too often, women feel excluded or disengaged from their family’s financial and long-term planning. But, as statistics prove, women are very likely to be the ones making those big decisions. Our Programs give firms and Advisors concrete steps to reach out to these clients and engage them in a new way, with thought-provoking prompts and guides that inspire women to act with confidence.  

Joy and Linda, the founders of Financially Empowered, spent decades in the financial industry, working with the largest firms on Wall Street. They understand the power of professional advice and believe every woman can benefit from it. Life can change in an instant, and it’s vitally important to have portfolios, insurance products, and estate plans firmly in place. The Financially Empowered Signature Program helps Advisors become indispensable assets for their clients by providing both peace of mind and valuable guidance. 

Engaged clients lead to increased assets and referrals. With their unique combination of Wall Street experience and insight into the minds of women, Joy and Linda aim to enrich both Advisors and their clients with actionable steps, insightful tips, and a customizable program that addresses the unique needs of every practice and firm.  

Financially Empowered

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Financially Empowered

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