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Today, women are more likely to lead or share with their spouse/partner in their household’s financial decision-making.

CFP Board’s survey of women confirms that they are significant financial contributors to their households and are increasingly involved in financial decision-making. As women attain greater wealth, these changes spark several questions: What are their top financial aspirations and challenges? How do women value financial planning, and what qualities do they seek from a financial planner? Answers to these questions will help prepare today’s financial planners to serve tomorrow’s clients and attract the next generation of planners to the field. 

Insights on Women’s Financial Power Graphic

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