Details Announced: Financial AdvaNCement Project

By Leesa Sluder, Earth Equity Advisors

Earth Equity Advisors is partnering with Women AdvaNCe to further financial education, and I’m thrilled to write these segments. I wrote an article for the organization in January 2017 about why financial education is so integral to creating the life you want, and how the knowledge to handle money responsibly is empowering. Empowerment is truly where our two organizations align with Women AdvaNCe’s dedication to providing education and support to the women of North Carolina.  

From a professional perspective, starting about 10 years ago, my passion has been to promote a triple bottom line (profit, people, planet) philosophy of doing business. After working for Fortune 50 companies most of my career and seeing the singular focus on the traditional bottom line, I resonated strongly with the B Corp Declaration of “using business as a force for good in the world.” I even told friends that I would only return to work for a company (while running my own consulting firm at the time) if it was a Certified B Corporation.  I continued to check the B Corp website listing for companies in North Carolina. Three years ago, Earth Equity Advisors (formerly Krull & Company), headquartered in my hometown of Asheville, showed up on the list, and I sent in my resume. It was a match from the beginning — an opportunity for me to use my financial and psychology background to work with people as they navigate their relationship with money and plan for the future. I have developed a niche working with women in transition, helping them navigate financial life decisions.

Contrary to the popular belief, money isn’t a man’s game. More and more women are now making the financial decisions for their family, including investment strategy. According to the Family Wealth Advisors Council:

• In four of 10 American families, the woman is the breadwinner.
• Nearly 95% of women will be their family’s primary decision maker at some point in their lives.
• Women account for more than 40% of all Americans with gross investable assets of more than $600,000 and 48% of the country’s millionaires.
• An estimated $25 trillion will accrue to women through 2030 via generational and spousal transfers. (By then, at least two-thirds of the nation’s wealth will be in women’s hands.)

In the next few months, we’ll cover topics including:

• Diversity & Inclusion
• Gender Lens Investing
• Prepping for end of year taxes
• Moving Mountains with your Investments
• Investing for Stages in your life

As Earth Equity Advisors helps people align their investments with their values, it is energizing to be part of a movement to use business as a force for good in the world. As women, we can make decisions about our money to support businesses that consider all stakeholders, instead of only the traditional bottom line that focuses on shareholder return. I’m dedicated to the work that I do, and I’m honored to partner with such wonderful women as we use our decisions to make an impact.

If you’re interested in participating in Webinars on these topics, please fill out the form at this link. 

This content is underwritten by Earth Equity Advisors. The opinions and expertise expressed are solely of Earth Equity Advisors and do not reflect a position or advice from Women AdvaNCe.