By Nicole Louvar AIF®
Did you know that only 50% of women are involved in their family’s long-term financial planning and investment decisions? At Guided Capital Wealth Management, we are passionate about helping women understand the importance of being involved in their family’s financial decisions.
We all grow up in different environments with different attitudes about money. The way we were raised impacts how we think about money today. Our goal is to give you the tools to work on your money mindset as well as feel more comfortable and confident when talking about money, whether it’s to yourself, your partner, or just the world around you.
Make no mistake—money is a tool. It can be used to implement change in our own lives or in the lives of those around us. In that regard, you can look at it as an opportunity. However, Most of us don’t like to talk about money. For many of us, how we think about money all comes down to how we were raised. A lot of times this can lead to our insecurities around money. Maybe we don’t understand the lingo and we’re afraid to ask questions. Maybe we’re worried about having enough money. Our experiences growing up and as adults all shape our money mindset. So how can we feel more comfortable asking ourselves questions like:
- Do I have a budget, and is it working for me?
- Am I saving enough money for retirement?
- Am I comfortable with investing?
When we talk about money, it’s more than just a balance in a bank account. It’s thinking about how money and planning go hand in hand. We want to make sure life is at the center of our mindset, and money is just a part of putting all the pieces of the puzzle together to help us achieve the goals and objectives we have set for ourselves.
We all get busy with our day-to-day responsibilities, so it’s good every now and then to take stock and focus on what is most important to you and your family. Take a moment to reflect on the word “wealth.” A lot of times, people hear this word and assume it applies only to those with millions of dollars. However, wealth is more than money. Think about your own life and those things that make you feel rich. What comes to mind? For many, it’s often not money; it’s the little things in life that make us feel whole, like spending time with loved ones, taking care of our health, and finding time for personal hobbies and activities.
Our financial planning process is built on the foundation of knowing what is most important to you. It’s often not just our assets that contribute to our picture of wealth but also our career, hobbies, and ideas around philanthropy. We take all of that into account when creating your financial plan and investment strategy.
Get Involved in Financial Matters
Women are very different from men when it comes to financial planning and investments. Men tend to focus on returns and performance, whereas women’s main priority is to know they are secure. Our Guided Capital Wealth Management team wants you to be an educated and involved financial partner. We are here to listen to your needs and create a personalized plan that will help you feel more confident when it comes to your financial situation.
How We Can Help
If you already have an advisor or are looking to partner with a financial professional, make sure they do more than just manage your money. Be sure you are having conversations around goals and that they are responsive when you reach out to them. At Guided Capital Wealth Management, we utilize our proprietary process, The Paradigm FORMula, to help you create a dynamic plan that can help you reach your financial potential and keep you on track toward achieving your goals. Schedule a FIT meeting by contacting us at (832) 975-0711 or by email at email@example.com to learn if we are the right people to help guide you on your financial journey.
Nicole spent 15 years analyzing and trading natural gas for producers, banks, and merchant energy firms in Houston. Nicole joined her husband, Kyle, to create Guided Capital Wealth Management. She is passionate about helping women become more actively involved in and educated about their finances. She works closely with women, from stay-at-home moms to professional executives, helping them understand, engage, and deploy a customized financial plan and investment strategy to achieve the financial success they desire.
Nicole graduated from New Mexico State University in 1999 with a degree in Finance. She currently serves on the NMSU Foundation Board. She and her husband, Kyle, have two daughters who love to play sports. She enjoys volunteering for her girls’ sports teams and at their school. In her free time, Nicole loves to cook, travel, and enjoy wine.