Aug 9, 2019
Jen Dawson is the Managing Director at Hemington Wealth Management, she helps clients get crystal clear about what’s most important in life and feel connected to the financial plan that supports their vision. She advises clients with a focus on financial freedom, college funding tactics, tax reduction strategies, and proactive planning ahead for worst-case scenarios such as death or disability. Today, she’s here to share with us her most recent experience as one of the authors of a new paper: What Do Breadwinner Women Lawyers Want? Stay tuned, learn, and enjoy!
Episode Resources
- http://www.hemingtonwm.com/?team=jen-dawson
- jen.dawson@hemingtonwm.com
- https://www.hemingtonwm.com/breadwinner-women-lawyers/
Episode Highlights
- A study of women and wealth - 1:47
- Defining a “Breadwinner Woman” - 1:57
- 65% of their advisors are women - 2:25
- Focusing on financial planning - 2:32
- Breadwinner Women Lawyer - 2:45
- Talking about the survey - 3:14
- Women associates and female doctors - 4:04
- Starting late and in debt - 6:00
- A key frustration that appears in the survey result - 7:00
- Leveraging your time - 10:02
- Download the study online - 11:09
- The second frustration that the survey identifies - 11:36
- It’s all about progress, not perfection - 14:07
- Income and expenses - 16:05
- By the time you are 45 it is important to have a formal financial plan - 16:35
- Dissatisfaction with women lawyers? - 17:40
- Law firm mentality and the pressure of time - 20:05
- Helping clients with financial health -21:19
- Being clear of what is most important in life - 21:47
- Counsel for a brand-new lawyer - 23:07
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