Vision
Women are powerful and can build a better path for themselves, their families, and their community when they are empowered to be financially independent.
Mission
Create a welcoming and trusting space for women to come together, exchange ideas, collaborate, learn, and help each other grow. Encourage women to play a more active and integral role in their financial lives by elevating their confidence and furthering their knowledge.
We believe that when women become more empowered in financial matters, self-assurance extends to all areas of their lives, ultimately leading to greater fulfillment overall.
Recent studies have found that women control more than half of the U.S. personal wealth, and that number is growing. Our intention behind HerPath is to create tools and strategies to help women embrace the magnitude of their role, successfully steward their wealth and navigate the financial complexities they face with confidence.
Through a series of interactive learning events, we provide our female clients an opportunity to network with one another, share experiences, ask questions and problem-solve. By delivering educational tools and advice during these programs, we aim to advance women’s financial savviness. Specifically, HerPath offers an opportunity to connect with women that face similar challenges and opportunities.
- Structured, yet fun, setting for a community of women to learn and grow from one another
- Safe, non-judgmental environment allowing women to ask questions about fundamental wealth issues such as investments, philanthropy, estate planning, taxes, money management and more
- Connecting with women facing similar challenges and opportunities
- Sharing with the next generation of women what you wish you had known when you were younger
