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Just For Women

Athenian Private Client Group offers programs specifically designed to guide women who have been through a difficult life change to becoming financially independent. We understand the unique needs for women who are at a crossroads in their lives who are well- educated, but not necessarily well-versed in financial planning. We will educate you about the financial markets and risks, while providing sound financial advice throughout the process to help you meet your new challenges with strength and confidence.

We utilize a 6-step process to identify the specific issues women face, such as divorce or loss of a spouse. Our program for women includes:

  1. A personal, in-depth interview to create a comprehensive financial plan
  2. Education on the financial markets and risk mitigation strategies
  3. Consultation on estate planning concerns that may include updating of beneficiaries on retirement accounts, such as 401(k) plans and IRAs
  4. A Personal Insurance Analysis—evaluates current coverage of property, casualty, umbrella and life insurance to determine proper coverage at comprehensive rates
  5. A Mortgage Analysis—Although Athenian Private Client Group does not provide mortgage service, we have a network of mortgage brokers and banks with whom we work to provide services in line our clients’ overall financial plan
  6. Development of a budget, savings and investment plan, a personal financial advisor will listen to the unique nature of your situation and guide you every step of the way with a personalized financial plan.

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