WOMEN'S FINANCIAL PLANNING GUIDE

For many women, financial planning often takes a back seat to the needs of family, career, and everything in between. However, building a strong financial future starts with putting your own goals at the forefront.

Our free guide is designed to help you take a more proactive, informed approach to your financial well-being. If you have $500,000 or more in investable assets**, this resource outlines seven thoughtful strategies to help you navigate financial decisions with greater clarity and intention.

Inside, you’ll find insights on planning for the unexpected, aligning your finances with your long-term goals, and making informed choices about your wealth. You’ll also receive an actionable worksheet to help you organize your next steps.

Empower yourself with knowledge and take a meaningful step toward your financial future. Download your guide today.

About EP Wealth Advisors

Since 1999, EP Wealth has helped individuals, families, and businesses manage their decisions with dollar signs. With 60+ offices across the U.S., we bring a breadth of resources to every client engagement, so you have the support, guidance, and expertise available to help build a bright financial future. Our fee-only approach means we are objective in our investment recommendations. We are also a fiduciary, meaning we are required to make decisions in your best interest. And we wouldn’t have it any other way.

DISCLOSURES:

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(**) Request an appointment with an EP Wealth Advisor when you have a minimum of $500,000 in investable assets – which includes qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings / checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential and will never sell your data.

EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.