Focusing on financial matters can be the last thing on a widows mind, but it a critical piece that must be addressed. This talk will discuss ways widows can get organized and focus their attention on what matters from a financial perspective as they move through the grieving process. *Please note this workshop will be […]
Charlotte Paul is a financial advisor and the leader of Perspective Wealth Management. She helps women maintain – or re-establish – financial wellbeing during times of transition (specifically divorce or the loss of a spouse).
Charlotte has personally had to navigate times of major transition – including the loss of a partner – which has given her a unique understanding of the fears, emotions, and challenges women face at these critical times. Her goal is to help women establish independence and financial wellbeing so they can live life to its fullest and achieve the goals they’ve set for themselves and their families.
Charlotte’s career in finance began in 2003. She is a Chartered Investment Manager (CIM) and a Certified Divorce Financial Analyst (CDFA) who holds a Bachelor of Arts from the University of Victoria.
This presentation will be a hands on workshop that will dive into financial planning strategies specifically for widows. Through case studies, we will learn how to practically apply basic financial concepts such as creating a net worth statement, how to analyze your cash flow and setting up financial goals for success. The workshop is designed […]