Live life on
your own terms.
Helping women gain clarity,
control, and confidence in their
financial lives.
Take the first step.
I help women gain greater clarity, control and confidence in their finances so they can live life on their own terms.
I am you. My journey into personal finance started unexpectedly more than 25 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He sold them expensive back-load funds (5.75%) that further enriched him while hampering their returns. After a year and a half, I caught on and made the tough decision to fire him and oversee our family’s finances myself.
As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security. Why?
While there are still a number of social, professional, personal
and psychological biases that hold us back, we are far from helpless. Never have we been better positioned to save ourselves.
We have many of the resources we need to further secure our financial well-being. And, money is just one of them. As with any resource, money has its own energy. I can teach you to harness it more efficiently. In so doing, you can transform money from being the wind in your face to the wind on your back. This will help you go quicker, farther, and with less effort.
Our society often equates money with wealth. While there is overlap, in my mind, they are different. Money is the means to live life on your own terms.
Wealth, however, is the recognition that a life well-lived means taking care not just ourselves, but also our families and our communities.
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(Financial Independence)
“How do I make the most of my financial lead to pursue meaningful work; flexibility; travel; hobbies; etc?”
“How do I prioritize my finances so I can achieve my goals while fulfilling my responsibilities?”
RECENT POSTS
With year end, I want to share with you some of my personal and professional experiences and observations and the insights they’ve given me regarding gratitude and wealth.
For many workers, making the most of your 401k is one of the best things you can do to increase your investment returns exponentially.
Countering conventional wisdom, my professional experience has taught me that successful financial planning is based on magic and then on math; on you and then on me.
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Live life on your own terms.
Do you find yourself constantly stressed or bored at work and wondering when you can live life on your own terms? Learn how to harness money’s energy and begin to create your life rather than manage it.
ConNECT
Anh Thu Tran
Women’s Wealth LLC
P.O. Box 1522
Tacoma, WA 98401
anhthu@womenswealthllc.com
(206) 499-1330
Women’s Wealth LLC is a Washington State registered investment advisor. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
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