Women & Wealth

Wherever life takes you, we’re here to help you plan wisely and live fully.

Financial Planning for Women, Built Around Your Life and Goals

Your journey, goals, and challenges are unique, and your financial plan should reflect that. At Pathfinder Wealth Consulting, we offer personalized financial planning for women at every stage of life. Whether you’re growing your wealth, navigating change, or planning for the future, we provide guidance, resources, and comprehensive support to help you make confident decisions and stay aligned with what matters most.

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Women Face Distinct Financial Challenges, and

Powerful Opportunities

Women are growing their wealth, leading businesses, and shaping their families’ financial futures like never before. But despite this progress, many women still face unique financial obstacles that can make long-term planning more complex:

  • A longer life expectancy often requires a more resilient retirement strategy
  • Time spent focusing on family, personal growth, or new opportunities may impact earnings, savings, and retirement benefits
  • Estate and legacy planning needs can differ based on family dynamics
  • Many women feel underserved or overlooked in traditional investment spaces

Without a personalized plan, it’s easy to feel uncertain about whether you’re making the most of your financial potential.

women and wealth

 

Adaptive Financial Planning That Evolves with You

 

We offer thoughtful, personalized strategies that grow and adapt as your life changes, so you can make informed decisions no matter where your path takes you.

  • Build wealth while balancing career, caregiving, and life priorities
  • Invest strategically with guidance tailored to your needs and goals
  • Prepare for a longer retirement with proactive income and longevity planning
  • Navigate life transitions such as divorce, loss of a partner, or a career pivot
  • Design an estate plan that protects your legacy across generations
  • Align your financial decisions with the causes and values that matter most
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Stories of Success: Financial Planning for Women in Action

 

Every woman’s financial story is different. At Pathfinder Wealth Consulting, we’re honored to walk alongside women at every stage of life. Discover how thoughtful financial planning has helped women like you turn uncertainty into opportunity, and build the future they envision.

Disclaimer:
This is a case study for illustrative purposes and should not be construed as a recommendation. It may not be representative of your experience. Names, locations, and certain details have been modified to protect client privacy. These examples do not guarantee future results and should not be considered a testimonial or endorsement.

Case Studies

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Client: Melissa, Age 47 – Independent Consultant

Location: Wilmington, NC

Challenge:
After transitioning from a corporate executive career to independent consulting, Melissa experienced an income boost, but also new financial complexity.

Without the structure provided by an employer, she felt uncertain about the new financial responsibilities of running her own business such as understanding new tax rules, managing variable income, saving for retirement, and ensuring her financial success for the long term.

Solution:
Pathfinder partnered with Melissa to create a personalized, flexible financial strategy, including:

  • Transitioning her restricted stock units, 401(k) plan and health benefits from her former employer
  • Establishing a solo 401(k) to maximize her retirement contributions and reduce taxable income
  • Designing a cash flow system to manage variable consulting income effectively
  • Developing an investment strategy to align with her short-term needs and long-term goals
  • Building a financial plan that balanced business growth, personal savings, and lifestyle priorities

Results:
Today, Melissa has built a strong financial foundation that supports her growing consulting career through sustainable, tax-efficient savings strategies. She’s able to make informed decisions about managing her income, taxes, and investments, and she feels well-positioned for a flexible future  that reflects her goals and gives her the freedom to define success on her own terms.

Client: Cassidy, age 53 – School Administrator

Location: Cary, NC

Challenge:
Following a divorce, Cassidy found herself managing significant assets on her own for the first time. Her former spouse had been the primary financial decision maker, which left her feeling overwhelmed by investment decisions, future retirement planning, and how to protect wealth for her children in the future.

Solution:
Our team provided compassionate, step-by-step guidance to help Cassidy build financial confidence. Together, we created a comprehensive wealth management plan that included:

  • Developing an investment strategy that she understood and aligned with her risk tolerance and goals
  • Designing a sustainable and tax-efficient retirement income plan
  • Updating her insurance coverage for protection and peace of mind
  • Revising her estate plan to reflect her new priorities and secure her children’s future

Results:

Today, Cassidy feels empowered and supported in managing her financial life independently. With a personalized plan in place, she now has a clear, tax-efficient strategy for managing her assets, along with a structured roadmap to help her reach her retirement goals. Most importantly, she feels reassured knowing her family’s future is thoughtfully protected and aligned with the values that matter most to her.

Client: Sofia, Age 73 – Recently widowed retiree

Location: Columbus, OH

Challenge:

Sofia recently lost her spouse and found herself navigating complex emotions and financial decisions. She felt caught between her children’s desire to help manage her finances and living situation, and her own desire to ensure her wealth reflected her values – caring for her family, supporting meaningful charitable causes, and preserving a lasting legacy. She needed a way to confidently balance her personal retirement needs with her long-term giving goals.

Solution:
Pathfinder helped Sofia design a comprehensive, personalized financial plan that included:

  • Confirming that her assets were sufficient to sustain her retirement lifestyle comfortably
  • Ensuring that beneficiaries, bank accounts and estate documents were in place for the future
  • Establishing charitable giving solutions, including setting up a donor-advised fund that she could oversee with her children
  • Ensuring estate planning needs to minimize taxes and maximize the impact of her legacy

Results:
Today, Sofia benefits from a financial plan that provides steady income to support the life she enjoys, providing confidence for her children while also allowing her to actively contribute to the causes she cares deeply about. With her legacy thoughtfully in place, she finds comfort in knowing her values will continue to make an impact for generations to come.

Trusted Financial Planning for Women Across

North Carolina and Beyond

With offices in Cary and Wilmington, NC, Pathfinder Wealth Consulting proudly serves women locally and nationwide.
Since 2005, we have been a trusted resource for women to help them create personalized financial strategies, providing the expert guidance, education, and partnership they need to thrive.

Our team is committed to a fiduciary standard, meaning your best interests always come first.

Take the Next Step on Your Financial Path

We’re here to listen, understand, and help you move forward with a plan that aligns with your life and values. Whether you’re building wealth, navigating a transition, or planning for the future, our team is ready to support you.

Schedule a conversation with one of our advisors. We look forward to learning more about your goals and how we can help.

Getting in touch with us is simple! You can complete the form below, or reach us via email at info@pathfinderwc.com or phone at 910-793-0616

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