Talk to Brie: 877- 457- 4567 brie@womansworth.net

Frequently Asked Questions



FAQ

What’s the minimum level of assets you require for your clients?
We work with women or families who need our help planning for retirement. We treat all with the same degree of care, concern and planning. We encourage any woman who is concerned about her financial future to contact us. We offer the same level of care, attention and compassion to all clients.

How are you compensated for your services?
We are a fee based fiduciary firm. Assests under our management are fee based. Fees are transparent and clearly printed on account statements. For Insurance products, we are compensated directly by the insurance carrier and no additional management fee is paid. We manage policies as part of our ongoing relationship.

How do you help with emotional and health issues?
We understand the ways finances can affect our emotional health and even our physical health. While we are not qualified in those fields, we're glad to offer referrals to qualified professionals who we trust to treat our clients with the same dignity, privacy and respect that we do. Of course, you'll always find a caring, concerned professional at Woman's Worth® who will listen, and yes, even hold your hand.

What services and guidance do you offer for legacy protection?
Our firm doesn't provide legal advice, but we can discuss financial strategies and tools to help protect and preserve your legacy. Additionally, we have developed relationships with other qualified professionals including attorneys and tax advisors to address your concerns.

What are your qualifications?
Brie has passed the Securities Law Exam - Series 65 and thus holds a fiduciary advisory license. She also holds a Life and Health Insurance license for the state of California.