Does jargon around money feel like another second language ? You’re not alone.

A woman with curly dark hair and glasses wearing a black blazer, teal blouse, and a black beaded necklace with a large colorful pendant, standing against a plain beige background.

As a 1st generation, naturalized American, I found money conversations intimidating - a feeling women may relate to.

Working women manage the big picture, the minutiae and everything in between - They work hard for their money and hoping their money can work for them when the need arises.

FWJ Planning specializes in financial planning for women-led households.

We’re a fiduciary, advice-only firm based in North Carolina and serving clients nationwide

Book a free 20 min chat

“People will forget what you said or did, but they will always remember how you made them feel” - Maya Angelou

Through our advice-only approach, we focus on what matters most to you, even if you’re just starting out, when life happens or nearing retirement.

Education Planning

A young woman in a graduation cap and gown smiling and sitting at a white table with an elderly woman looking at a laptop in a room with large windows, brick wall, and a guitar on the windowsill.

Paying for college or re-paying your student loans keeps you up at night

Legacy Planning

A woman and a girl playing a tabletop game with wooden blocks in a cozy living room with brick walls and colorful artwork.

You want your family to be cared for in case of any eventuality. After all, Life happens!

Caring for loved ones

People sitting together, with one person holding a colorful ball in their hand.

You take care-giving seriously and are part of a sandwiched generation between caring for your children and parents.

Cross-Border Planning

People participating in an Indian Independence Day celebration; two flags hanging on the wall with orange, green, and blue circles.

You have family and financial ties across the borders and can’t keep up with myriad of tax law changes

Cashflow Planning and Tax Planning

A white desk with several U.S. dollar bills, a notepad with handwritten notes, a silver pen, a smartphone displaying the time 18:11, and a hand using a calculator app on the phone.

You need help with planning your cashflow and growing your nest egg for a secure future

Investment Planning

Close-up of a person with painted nails holding a smartphone displaying stock market data, in front of a MacBook Air laptop on a wooden desk.

You desire that investment portfolio returns match your time horizon and your risk tolerance