We help women understand their options, evaluate tradeoffs, and ask stronger questions before making important financial decisions.
Financial guidance has largely been designed for high-income households, or for people willing to study markets for years. Neither describes most women’s lives.
Wealth Wise Women closes the distance between the information that already exists and the understanding you can actually use. The goal is not to turn every woman into a financial expert. It is to help you recognize your own situation, weigh the tradeoffs in front of you, ask sharper questions, and know when hiring a qualified professional is worth it.
We work with the topics that decide real outcomes for women 40+: Social Security timing, retirement income, taxes and IRMAA, long-term care, caregiving, estate planning, divorce, job loss, and running a small business.
The Wealth Wise Women was created to help close the gap between the abundance of financial information available today and the practical understanding needed to use it effectively. The goal is not to turn every woman into a financial expert, but to provide the knowledge and confidence needed to better understand personal finances, ask stronger questions, and make informed decisions.
While financial information has never been more accessible, many women still face challenges when it comes to organizing, evaluating, and applying that information to their own lives. Meaningful financial guidance has often been geared toward higher-income households, leaving many women without the support or education they need to feel confident about their financial future.
The Wealth Wise Women is designed specifically for women who want to become more informed, prepared, and empowered in their financial lives. By simplifying complex topics and focusing on real-world financial decisions, we help women gain greater clarity and confidence without the need for years of specialized study.
Through workshops, podcasts, and practical resources, The Wealth Wise Women makes financial concepts easier to understand and apply, supporting a healthier money mindset and a stronger foundation for long-term financial well-being.
Decisions made early are cheaper, calmer, and better.
Roth conversions, IRMAA brackets, survivor benefits, and annuity riders get explained the way a well-informed friend would explain them. Jargon gets translated, not avoided.
Inflation, forced early retirement, changing job markets, and caregiving costs are treated as planning realities for women 40+.
Retirement, estate, insurance, and caregiving decisions are far easier when made with time, information, and family agreement, instead of during a hospital week.
Most women have been managing money, households, and family obligations for decades. We start from that experience rather than assuming it away.
Michael has spent more than 25 years helping investors manage and grow wealth. He earned the Chartered Market Technician designation in 2007, and built Wealth Wise Women around the kind of education he wished his own family had been given.
He was raised in a family of women: his mother, her two sisters, and his grandmother. Their influence gave him an early appreciation for the responsibilities women carry inside a family, particularly in caregiving, financial decision-making, and holding a household together through a hard season.
Wealth Wise Women is supported and subsidized by My Estate Plan Made Easy and TigerOne Gold. Their support keeps workshops, group coaching sessions, and educational resources accessible to a broader community of women.
Wealth Wise Women remains primarily an education and coaching platform. Any personalized advisory, estate-planning, insurance, or other professional services are offered separately, by separate entities, and only when a participant chooses to pursue them.
