Women are playing a larger role in financial decisions at home and in the economy, driven by increased workforce participation and higher education levels. A report by the Certified Financial Planner Board of Standards highlights this shift, noting that women now control a significant share of wealth—$10.9 trillion in 2019, with projections of $30 trillion transferring to younger women by 2045.

With this financial power, many women seek professional financial planners for guidance, valuing expertise, trust, and clear communication. The study found that 56% of women trust financial planners over online tools, and most prioritize planners who listen, explain concepts clearly, and understand their personal goals.

As women’s financial influence grows, we at XML Financial group work to prioritize women-focused financial planning through our XML Women’s Division focused on Women, Wealth, and Wellness. Want to meet with an advisor focused on your unique needs and perspectives? Contact us here: https://www.xmlfg.com/contact-us

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