FIND YOUR ADVISOR

HerMoney has teamed up with SEC-registered referral service Wealthramp to help women find financial advisors you can trust. You might be asking how this partnership came to be and what it’s all about. Well, after years of hearing from you, our readers, asking how to find a financial advisor and where to go to learn more about retirement planning, we decided to team up with other smart, savvy women in the industry who know what they’re doing in this department. Meet Wealthramp!

Wealthramp shares a mission of educating women about the relationships we want with money and with those who help us manage it. By working together, we can create a more empowering and enjoyable experience of finding a trustworthy financial advisor, and guide you along your journey as you make different financial decisions.

Listen to Jean and Pam talk about the new partnership
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WHO IS WEALTHRAMP?

Wealthramp is a referral service that connects consumers with rigorously vetted and qualified fee-only financial advisors. The company launched the only network of independent, fiduciary, fee-only financial advisors expertly vetted by television investor advocate Pam Krueger, creator and host of MoneyTrack, seen nationally on PBS. Built on the foundation of consumer advocacy and fee transparency, Wealthramp screens out conflicts of interest and engages only with established fee-only fiduciary advisors who don’t sell products and work solely in the interests of their clients.

NOW IT’S TIME TO FIND YOUR NEW FINANCIAL ADVISOR!

Complete this 2-minute questionnaire to help Wealthramp identify your investing priorities and preferences. There are over 30 inputs that help us determine your best match. Results are immediate after you complete the questionnaire. Take your time – we’re here whenever you’re ready!

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That Tweet About Retirement Benchmarks…

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Ask Jean Chatzky: How Do I Pay For The New Roof Over My Head?  

Q (Part 1) : I’m a 65-year-old widow and I need a new roof on my house which will be about $16,000. I’m unsure which account would be best to withdraw from without high tax implications. Can you advise? Here’s a look at where all my money is currently. I have monthly pension and Social […]

HerMoney and Wealthramp are separate and unaffiliated entities. Wealthramp is a registered investment adviser with the SEC, that connects consumers to rigorously vetted, best fit, fee-only Registered Investment Advisers based on individual goals and preferences. HerMoney produces, provides and publishes general educational and information content for its users and subscribers that is not tailored or directed to any specific person; is not intended to convey investment advice or recommendations; and is not intended as any endorsement or testimonial about any registered investment advisor or other financial services provider referenced on this website. HerMoney is not a registered broker-dealer or a registered investment adviser, and does not provide any investment advice.