CERTIFIED FINANCIAL PLANNER™ (CFP®)
INTERCOASTAL WEALTH MANAGEMENT
Elizabeth Bennett believes that financial success begins with knowledge and involvement. As a professional woman who has a thriving female client base, she offers advice from a personal perspective and knowledge garnered from her 35 years of expertise.
Bennett notes that frequently women are more financially conservative than men. “This pattern is a perk when working as a team on your finances. However, our conservative nature may lead to inefficient growth decisions in the long-term. Effective solutions include diversification for growth and forming a lower risk account to offset instability. These intentional options are key to feeling financially confident,” says Bennett.
“For many women, it’s a comfort to have a financial advisor with shared life experiences and understanding,” says Bennett. “Women offer an empathetic environment, ready to listen and care through any financial circumstances. We understand the challenges of running a home, partners, children, work, and saving for the future. As excellent delegators, a trusted female financial advisor is a valuable partner in financial management and forward progression.”
Women often ask their advisor if it is legal for them to keep their finances totally separate from their spouse, and understand that a variety of life circumstances may arise. “Your spouse might be fiscally irresponsible, treading a different retirement path, or differ dramatically from your financial language. Often, previous experiences with money can make financial goals in a relationship totally different. It makes sense, in many cases, for a woman to keep her funds as her own,” Bennett concludes.
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Securities offered through J.W. Cole Financial (JWC) member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Financial planning, insurance, and tax services offered through Bay Financial Planning and Tax Services, LLC DBA Intercoastal Wealth Planning a Registered Investment Adviser, Bay Financial Planning and Tax Services, LLC and JWC/JWCA are unaffiliated entities.
This post is part of the Best of Women in Business section from the March 2026 issue of Boca magazine. For more like this, click here to subscribe.
