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Women and Financial Planning

Moneyweave® Academy offers more advanced, comprehensive, and female-focused content than is commonly found across the financial services industry or other financial literacy sites.

Our content is organized by our proprietary Six by Six™ framework of comprehensive financial planning. The Six by Six™ framework helps us put information in context to be more easily understood and readily found.

We are firm, uncompromising believers in financial planning education that is process-oriented and holistic in scope. This means we adhere to how the Certified Financial Planning Board of Standards has long identified financial planning: a process that encompasses six areas.

Six Areas of Financial Planning

Actions in one aspect of financial planning often have ripple effects in other areas. That’s why we take a  holistic, comprehensive, and interdisciplinary approach to financial planning.

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  • Improving financial position: cash, cash flow, debt and balance sheet management.
  • Protection and risk planning: personal, property, casualty, business and liability risk analysis and management.
  • Tax management and planning: strategies to avoid (not evade) current taxes, projection of potential income, property, business and estate tax liabilities, and holistic tax management strategies.
  • Retirement planning: analysis of goals, sources and uses of cash and the respective risks of inflation, longevity, singlehood medical needs, taxes and long-term care.
  • Investing with purpose: investment goal and gap analysis, risk/reward tradeoffs, risk management including modern portfolio and capital market theories, strategic asset allocation, portfolio stress-testing, and behavioral finance.
  • Legacy (estate) planning: loving and living legacies, challenges, projecting growth of estates, asset titling, trust, and charitable and intergenerational asset transfer techniques.

Our mission is to provide trustworthy, comprehensive, and competent financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.

The Process of Financial Planning

Financial planning is a process. And all planning processes are basically the same.

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At Moneyweave® Academy, we adhere to a six-step planning process that works for employed individuals as well as business owners:

  • Identify goals and needs
  • Gather data
  • Analyze the data
  • Strategize
  • Take action
  • Monitor and adjust
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Our non-profit mission, concentration on comprehensive financial planning education for women, unambiguously well-qualified content experts and our beneficial impact set Moneyweave® Academy apart.

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DISCLAIMER:The information and materials presented on moneyweave.org including in any webinars are exclusively for informational purposes only and are not intended to and do not constitute financial, investment, legal or other professional advice. Neither Moneyweave® Academy, nor its board, authors, or publishers are offering financial, investment, legal, accounting, tax or other professional advice or services and no professional relationship is formed.

While Moneyweave® Academy has used due diligence in preparing content and assembling the Board Certified Experts and Qualified Experts Directory, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content, Board Certified Experts, Qualified Experts, or resources. We disclaim any and all liability in the event any information, material, or content, or advice/recommendations from Board Certified Experts or Qualified Experts prove to be inaccurate, incomplete, or unreliable or result in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, please seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

While we have used due diligence in preparing content, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content. We disclaim any and all liability in the event any information, material, or content proves to be inaccurate, incomplete, or unreliable or results in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

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