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Women's Financial Planning Services
Samantha Fraelich, CFP®
In today’s world, Financial Planning and Investing should no longer be considered a man’s domain. Women earn business degrees, run Fortune 500 companies and earn more than many men. However, many women still take a limited role in planning for their financial future regardless of whether they are single or married. While a majority of women are taking an active role in household financial decisions, they admit there is still work to be done when it comes to the knowledge needed for long-term financial planning.
It is more likely than ever that at some point in your life you will need to take control of your financial future. It is crucial for women to find a professional who recognizes the unique needs of female investors and can address those needs in a way that makes sense to a woman. While many men tend to focus more on the performance of their investments as compared to various benchmarks, women may be more concerned with how that performance affects their specific financial goals.
Samantha Fraelich is our advocate for female investors and specializes in helping women plan their financial future. She prides herself on building long-term client relationships based on trust. Samantha provides personalized strategies to help clients navigate these uncertain and challenging times. She addresses complex questions such as:
• How much do I need to save to retire comfortably?
• Should I max out my retirement plan, pay off debt or save for college?
• Am I saving enough and how should I be saving or investing it?
• Am I financially prepared to deal with health issues later in life?
• Can I afford to pay for home repairs or buy a car without depleting my nest egg?
• If something happens to me, will my family be cared for according to my wishes?
Most importantly, Samantha provides the guidance for women to create financial plans that reconcile their goals with a woman’s nature of putting others first. She works tirelessly to make sure that women understand the basics of financial planning and how investments are used in creating a complete financial plan.
Samantha is among a select group of women to achieve the Certified Financial Planner® designation. Out of over 600,000 registered securities representatives, fewer than 15,000 women are Certified Financial Planner® professionals.1
Please contact Samantha Fraelich to discuss our
Women’s Financial Planning Services
Samantha Fraelich, CFP®
Bernard R. Wolfe & Associates, Inc.
5550 Friendship Blvd, Suite 570
Chevy Chase, MD 20815
(301) 652-9677
1Certified Financial Planner Board of Standards Certificant Profile July 31, 2010 & FINRA
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