Are you proactively planning for your financial future? This is a question every women should be asking themselves because the reality is that life throws us curveballs that sometimes we aren't expecting and having a sound and secure financial plan can help soften the blow.

Today I have Stephanie Vokral CFP®, AIF®, CDFA® with me. Stephanie, a wealth manager at Investra, discusses the importance of keeping personal and business financial records separate, as well as the need to plan for life-changing events like death, disability, and divorce. She emphasizes the importance of women building wealth and preparing for their financial future.

Takeaways

• Keep personal and business financial records separate for better organization and liability purposes.
• Plan for life-changing events like death, disability, and divorce by addressing risk management and having the right financial documents in place.
• Women should prioritize building wealth to secure their financial future, as divorce and widowhood can significantly impact household income.
• Start investing as early as possible and work with a financial planner to understand your risk tolerance and create a diversified investment strategy.

Stephanie is a Certified Financial Planner (CFP®) and has extensive training in the areas of investments, risk management, estate planning, tax planning, education planning, and retirement planning. As a financial planner, she answers her clients’ financial questions. How do I not run out of money when I’m older? When should I take Social Security? Can I afford to be my parents’ caregiver or is there a better way? Is my spouse’s divorce proposal a fair settlement to me?

She has also completed a specialized educational program in professional divorce analysis to earn the Certified Divorce Financial Analyst (CDFA®) credential.

More on Stephanie HERE a

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ABOUT THE HOST:

Former Executive Recruiter turned LinkedIn Expert & Entrepreneur. I'm here to show you that you can do it too! I teach women how to start, grow and scale their personal brand and business on LinkedIn. In 2021 I launched ChilledVino, my patented wine product and in 2023 I launched The Feminine Founder Podcast. I live in South Carolina with my husband Gary and 2 Weimrarners, Zena & Zara.

This podcast is a supportive and inclusive community where I interview and bring women together that are fellow entrepreneurs and workplace experts. We believe in sharing our stories, unpacking exactly how we did it and talking through the mindset shifts needed to achieve great things.

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