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Financial Planning For Women

Women face their own set of financial planning challenges, so having a female advisor's perspective can lead to a better financial plan for women.

Lindy is an Associate Advisor and is responsible for coordinating the financial planning and customer service efforts of Elliott Wealth Management Services, LLC.  Lindy is a licensed professional and holds a Series 7 (General Securities) registration and Series 66 (Combined State Law) registration. She is process oriented, organized, detailed, and she is committed to the goal of making every client a raving fan of Elliott Wealth. Lindy is committed to devoting as much time and effort as possible to explain financial concepts, strategies and investment alternatives in a way that is easily understood, allowing Elliott Wealth Management Services's diverse client-base to make informed financial decisions.

After earning her accounting degree from the University of Phoenix in 2014, she enrolled in Boston University's Certified Financial Planner (CFP ®) program. She expects to sit for the comprehensive CFP ® Exam in 2020. She has been with Elliott Wealth since 2014 and has been affiliated with SagePoint Financial since 2016. Lindy is a frequent guest on Elliott Wealth's Simply Financial Podcast with Christopher Calandra.

Lindy is married and has two children in high school. She enjoys reading, listening to podcasts, and is an avid outdoorsman.


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4 Benefits Female Financial Advisors Can Offer Other Women

Understanding is the first key benefit that female advisors may have to offer.  Women face their own set of financial planning challenges due to being the primary caretakers for children and aging parents. They are more likely to take time out of the workforce for these care taking duties, which leads to less savings for retirement. Women advisors may be able to understand the values and life goals of other women better.  Some advisors think that women are actually wired differently from men. This is not a good or bad thing. It just recognizes that women have different approaches to saving and investing.

The second benefit women can gain from working with a female advisor is being exposed to things like ethical wills. These are very personal, non-legal, documents that are written or put together by an individual to convey deep inner values, beliefs, and moral philosophies to their families.

Third, female advisors naturally use relatable language. Since they can speak from a place of personal experience, it can increase a woman's peace of mind about the financial decisions she follows.

Finally, female advisors properly value the accountability and coaching aspect of their job. Since creating a secure and stable financial future after retirement is an ongoing process, it's great to have an advisor who will actively engage in this process. Women appreciate working together with someone who really wants to see them succeed.

There Are Male Financial Advisors Who “Get It”

Working with a female financial advisor isn't an absolute requirement, however, many women are now opting for female advisors to help them with their unique needs. We also want to make it clear that there are also male advisors who understand the specific needs women have for making retirement a success. The most important takeaway is to never feel pressured to work with an advisor just for the sake of it. Instead, you'll benefit far more from taking enough time to find an advisor who understands your specific needs and has the right set of strategies to offer.

Simply Financial Podcasts Regarding Financial Planning for Women

Sponsored by Elliott Wealth Management Services, LLC and presented by Christopher Calandra and Lindy Brock

Moving Forward Financially After Losing a Spouse 

Holistic Approach - The loss of a spouse can be a devastating, life-changing event.  Due to longer life expectancies, women especially are more likely to face this situation.

Things Women Need to Know About Retirement

Chris and Lindy discuss important considerations specific toward women planning retirement.

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