Empowering Women to achieve financial freedom
Our Financial Planning can help you manage your finances, so you can focus on the things you love.
Empowering Women to achieve financial freedom
Our Financial Planning can help you manage your finances, so you can focus on the things you love.
Champion Your Finances Today with the She Wins™ Process
BUILD, SECURE & PROTECT YOUR FUTURE TODAY
so you can focus on the things you love now.
Champion Your Finances Today with the She Wins™ Process
BUILD, SECURE & PROTECT YOUR FUTURE TODAY
so you can focus on the things you love now.
Women who conquer their financial future have less anxiety and more hope for tomorrow!
WHY WOMEN AREN'T WINNING WITH THEIR FINANCES
Multitasking Challenges:
Balancing work, caregiving, and household duties due to time constraints often leaves little room for financial planning.
Confidence Struggles:
Lack of confidence in financial knowledge and the gender pay gap, where women earn less than men on average, can undermine your urgency to save and invest.
Planning Perceptions:
Prioritizing immediate financial needs, traditional gender roles, and the perceived complexity of financial planning may deter some of you from taking the first step.
Access Barriers & Societal Factors:
Inadequate access to financial education and resources, coupled with life transitions, mental health issues, and cultural norms in certain societies, can contribute to postponing this vital aspect of financial security.
WHY ACHIEVING FINANCIAL VICTORY MATTERS
Efficient Time Management:
Strategic financial planning liberates time by minimizing the need to balance work, caregiving, and household duties, enabling women to focus on personal and professional growth
Confident Financial Mastery:
Gaining confidence in financial knowledge and overcoming the gender pay gap propels women towards a proactive stance on saving and investing, fostering financial empowerment.
Freedom from Traditional Constraints:
Prioritizing long-term financial needs and challenging traditional gender roles breaks the chains of societal expectations, fostering independence and a sense of control over one's financial destiny.
Accessible Financial Resources:
Easy access to financial education, resources, and a supportive environment empowers women to navigate life transitions, maintain mental health, and challenge cultural norms, paving the way to financial security.
Financial victory is where our She Wins™ process comes into action:
The She Wins™ Process
Our 3-Step Process To Help Women Champion Their Financial Future
We prioritize women's financial success through personalized planning, safeguarding their well-being with comprehensive insurance solutions, and implementing strategies for long-term asset growth and preservation. Our mission is to empower women with the knowledge and tools needed to achieve financial independence and live life on their own terms.
STEP 1 - BUILD
Discover your family story, values, & goals and strategize an investment strategy to meet your specific goals and needs.
Develop a solid financial foundation.
STEP 2 - PROTECT
(Insurance) Review what you have and make recommendations based on what you need and want.
We make sure everything is in place for you and your family in case something unexpected happens.
STEP 3 - PRESERVE
Implement a plan that maximizes current tax laws.
Create a legacy plan to pass on to the next generation.
The She Wins™ Process
Our 3-Step Process To Help Women Champion Their Financial Future
We prioritize women's financial success through personalized planning, safeguarding their well-being with comprehensive insurance solutions, and implementing strategies for long-term asset growth and preservation. Our mission is to empower women with the knowledge and tools needed to achieve financial independence and live life on their own terms.
STEP 1 - BUILD
Discover your family story, values, & goals and strategize an investment strategy to meet your specific goals and needs.
Develop a solid financial foundation.
STEP 2 - PROTECT
(Insurance) Review what you have and make recommendations based on what you need and want.
We make sure everything is in place for you and your family in case something unexpected happens.
STEP 3 - PRESERVE
Implement a plan that maximizes current tax laws.
Create a legacy plan to pass on to the next generation.
DON'T LEAVE YOUR FUTURE
TO CHANCE
Avoid the uncertainty of your family's financial future
Avoid getting stuck in the fog
when major life changes occur
Avoid the anxiety of not knowing how much to save or where to invest
GET STARTED TODAY SO THAT YOU CAN EXPERIENCE THE PEACE OF MIND ABOUT...
Enjoying your retirement for the rest of your life
Creating a legacy of financial security for the next generation
Focusing on the relationships that mean the most
A Woman's Guide to Triumph in Every Decade of her Wealth
This guide offers practical tips for women at every stage, helping them overcome challenges and seize opportunities.
"Surround yourself with people who are going to lift you higher."
- Oprah Winfrey
Certified Financial Planner™ & Fiduciary Serving the Colorado area since 1997 - Women & Family Advocate; Family Therapist - Speaker - Philanthropist
Carol Eddy, Certified Financial Planner™
Carol Eddy, serving clients since 1997, leverages her background as a family therapist to empower women facing financial challenges. Her 'She Wins Process' facilitates tangible steps toward financial triumph, allowing women to break free from the constraints and embrace a brighter future now. Beyond financial success, Carol aspires to guide women in crafting secure retirements and establishing enduring legacies. Advocacy, dynamic education, and philanthropy underscore her commitment to women's financial well-being. She has served as a board member of Two Roads Charter School and the Arvada Food Bank, and Carol's global impact includes sponsoring students in Kenya and Haiti to receive more education and develop job skills. Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow.
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Investments are not FDIC or NCUA Insured Disclosure
May Lose Value - No Bank or Credit Union Guarantee
Member FINRA / SIPC
Securities Through Money Concepts Capital Corp. ©Copyright Money Concepts International Inc.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
Carol Eddy is an independent contractor of Money Concepts