SALLIE’S COLUMN

It’s time to change

Did you know that most OB/GYN residents only learn about menopause care for one to two hours during their four years of training? (That’s not a typo.)

For a biological life stage undergone by more than half of the population …

Who can experience symptoms — sometimes debilitating — lasting seven to 10 years.

There’s no standardized training for menopause care either, which leads to wide knowledge gaps among professionals. In one 2017 survey, only 12 of 177 OB/GYN residents surveyed reported feeling adequately prepared to manage women experiencing menopause.

Shocking, right? Well, not really: This is widely known among business leaders.

And here’s the thing: My experience with menopause is so ridiculously similar to something we think about all the time, which is how women engage with their money. That it’s an off-limits topic, something that we don’t talk about in polite company, something that is viewed as overly complex and complicated.

It’s time to change both. It’s time to talk about both.

CEO AND FOUNDER

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“What do I do if I’m navigating complex finances?”

We like to say that “wealth happens.” And when it does, it opens up new financial realities with new financial questions. How do you prepare for your company’s IPO? How will the deferred compensation you’ve just been offered affect your retirement plans? What do you need to know before you start the search for that cabin with the view for your first investment property?

It’s a lot of new money issues to work out and those can be stressful, especially with large sums or multiple types of accounts.

Read how a financial plan can help >

Bonus: 16 money-themed worksheets to demurely organize your life, your career, your holiday spending, and your financial future. (PS: Worksheets are always free for Ellevest clients.)

SEE YOU IN SEPTEMBER

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Learn why financial planning is an invaluable tool for anyone looking to make their money work harder for them — no matter their net worth.

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BYO LIFE MILESTONES — WITHOUT ANY GUILT

Maybe you want to own a home or be a digital nomad. Maybe you want to start a business. Maybe you want to buy a gorgeous forever-couch.

SINKs financial advice >

👏🏻 Can’t wait to see you there

Investing, Part 2: You & Your Portfolio: Learn how taxes work with investing and what goes into building a portfolio.
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☕ SOMETHING TO SIP ON: There’s a reason over 4 million professionals read Morning Brew‌ — ‌the free daily newsletter covering the world of business and the business of the world.
🏠 REWRITING THE RULES: Casual home shopping is a thing of the past. Psst … here’s how to strategize your way through the confusing new process.
☎️ POV: You book a judgment-free complimentary consultation to chat through your best next steps on your financial planning journey.
🛍️ MOVE OVER LOUD BUDGETING: “Slow shopping” is here to help you spend money deliberately.

This newsletter was brought to you while navigating the end-of-summer scaries. Forward it to your friends who want to redefine summer fun.

DISCLOSURES

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

All opinions and views expressed by Ellevest are current as of the date of this writing, are for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services.

Information was obtained from third-party sources, which we believe to be reliable but are not guaranteed for accuracy or completeness.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment, or tax advice.

The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person.

Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is a SEC registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.

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It’s time to change

“What do I do if I’m navigating complex finances?”

Join us for a free financial planning workshop

It’s good to feel good about your money.

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🔥 Not “fine for now”

🥇 When “gender parity” isn’t enough

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🏆 Get off the bench

👀 Really, is a financial planner worth it?

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