More women are earning more than ever before and that’s something to celebrate. But here’s the truth: income leadership doesn’t automatically equal decision leadership.
Even when women are the primary earners in their households, many still find themselves stepping back when it comes to long-term financial choices. For generations, women were encouraged to manage day-to-day budgets while long-term planning was handed elsewhere. Those old patterns don’t reflect today’s reality, and women are rewriting them with more clarity, leadership, and intention.
Money power means taking up space in conversation
When you’re the one driving income, you deserve to have a seat — and a say — in every financial decision that shapes your future. That means more than signing the forms. It means asking questions, pushing for more clarity, and expecting a genuine relationship from your financial advisor (not a lecture).
Here’s the shift: financial power isn’t just about earning more. It’s about owning your money story and surrounding yourself with people who respect that leadership.
Six questions every woman should ask when choosing a financial advisor
1. How do you define success for your clients?
If their answer starts with “performance” or “returns,” keep listening, but make sure they eventually talk about goals, values, and your life, not just your money.
2. What does collaboration look like in your client relationships?
You want a financial advisor who works with you, not one who talks over you.
3. How do you include both partners in planning conversations?
Even if you’re the primary earner, you deserve equal space at the table — and a financial advisor who helps make sure it stays that way.
4. What’s your communication style?
Do they check in regularly? Educate as they go? You want someone who shares knowledge, not just reports numbers.
5. Can you share examples of clients like me?
If they’ve worked with women professionals, business owners, or primary earners before, they’ll better understand your challenges and your strengths.
6. How do you make sure I’m always part of the decision-making process?
The right financial advisor helps you feel informed and more confident, not overwhelmed or out of the loop.
It’s not enough to earn more; you deserve to lead more. Step into your role as both the financial driver and the decision-maker. Because the future of women and wealth isn’t just about income. It’s about influence.
Together, we can work to keep you on-track toward your financial goals.
Request a consultation to learn more.
Read more articles by ClearRode Financial Group