Financial Advice for Independent Women

Take control of your finances and gain clarity for your future.

Financial Planning and Advice for Independent Women

 

Being on your own isn't easy.

 

The majority of our female clients overwhelmingly believe that achieving financial peace of mind is a driving factor when they think about money.

 

They see their investments as a way to protect and support their family and, as a result, they look for advisors who will listen to their concerns.

 

They are deliberative and collaborative in making their decisions. Just as important, they value good communication and service, focusing more on finding a partner they can trust rather than on obtaining short-term results.

The women we work with typically face a number of challenges including:

  • Saving for retirement

  • Creating sustainable income they won't outlive

  • Juggling work and family responsibilities

  • Caring for immediate family

  • Caring for an elderly parent or relative

 

The women we serve want a financial advisor who will:

  • Provide clear, timely, and simple to understand communication.

  • Educate them about financial planning and investments in an effort to achieve financial peace of mind.

  • Create a financial plan to protect themselves against the unexpected, as opposed to simply growing assets.

  • Establish a backup plan in case of unexpected emergencies such as a health crisis, sudden death of a family member or a big market upheaval.

Need help? Request a free consultation by filling out the form to the right. 

Request Free Consultation

Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018