Join Plan Goal Plan Your Year!
In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes.
We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it’s charitable giving, investing, or ensuring long-term security.
If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future.
Connect with Chandra:
Chandra on LinkedIn
Chandra on Facebook
Chandra at Edward Jones
Connect with Danielle:
Join Plan Goal Plan Your Year!
Email: danielle@plangoalplan.com
Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279
Website: https://www.plangoalplan.com/
Be bold, be balanced, and most of all, be well. See you next time!
PLAN GOAL PLAN | Goals, Transformation for Women, Mindful Time Management, Balance, Working Moms