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A major 2019 global study study revealed that in over 80% of households, women take an active role in the “day to day” financial decisions o managing the family checkbook. Unfortunately, in only 23% of these households do women engage in any meaningful longer-term financial planning.

One reason they shun financial planning is that they are turned off by the arrogance of Wall Street’s “know-it-all” attitude of building wealth.

When you embrace the three Coffeehouse Investor principles you take control of your financial destiny by ignoring Wall Street and focusing on those components of wealth management that matter most of all.

https://www.ubs.com/global/en/media/display-page-ndp//en-20190306-study-reveals-multi-generational-problem.html

www.coffeehouseinvestor.com Index funds Financial Planning