Durham Financial specializes in creating and providing comprehensive financial planning and wealth management services to professional and entrepreneurial women and their families. Not only is it a place where conversations are focused on their clients’ life events and important goals – but it’s also an educational centre for financial literacy.
Glenda Baker, CFP, CFDS, and Sheila Munch, CFP, CFDS formed Durham Financial with the goal of helping their clients understand and navigate the often complicated world of personal finance. At first glance, financial planning is the same for men and women. After all, the available investment plans and types of insurance are identical.
Glenda and Sheila understand that there are differences between men and women that require consideration:
- Women tend to live longer
- Women, on average, have shorter working careers with more work interruptions (caring for children or aging parents)
- Women typically earn less and have lower pensions – if any
- In general, women are single longer than men
Glenda and Sheila incorporate these differences in their financial planning process. They listen to their clients and explain concepts in simple terms that are understandable. Their goal is to make financial planning educational and engaging.
Durham Financial offers an environment that is warm and welcoming. They combine customized financial planning, wealth management and financial education to go beyond their clients’ expectations.
For more information on Durham Financial please go to durhamfinancial.com or call 905-434-2469.