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Financial Planning Wasn’t Built for Women — What Needs to Change

By Lisa Hinz October 21, 2025 Advisorpedia

Traditional financial planning models often fail to account for the complex realities of women’s lives, including caregiving, emotional labor and career pivots. According to CFP Board’s Building Wealth: Insights on Women’s Aspirations & Growing Financial Power report, women are more likely to trust a financial planner who combines emotional stewardship with a plan tailored to their needs and values.

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Advisorpedia
Lisa Hinz
October 21, 2025