Financial Planning for Women in Every Stage of Life

With a deep understanding of the demands on women at each stage of their life, Morgan Stanley can provide you with personalized financial guidance to help you plan toward your most important goals. We handle the complexities of wealth management for you with the same care you apply to the most important people and aspects of your life.

A Plan That Evolves With You

As your financial goals shift over time, smart wealth management and financial planning can help you prepare for major life milestones and stay on track at every life stage. When you work with us, your Financial Advisor can help you build a plan around your financial goals. It starts with  a conversation so we can gain a thorough understanding of your financial needs, investments, lifestyle, family and your goals for the future.

Managing Family Finances
  1. As a financial architect of your household, you’re likely balancing competing calendars, careers, caregiving and personal goals. Whatever your unique circumstances, putting financial strategies in place can provide clarity and confidence. 

Planning for Kids & College
  1. If you have kids or are planning to start a family, a smart financial plan can help you secure their future while protecting your own. From childcare expenses to higher education, explore these resources on navigating the financial responsibilities of parenthood.

Legacy Planning
  1. While estate planning is about preserving the wealth you’ve worked so hard to earn, it’s also about ensuring your loved ones are provided for the way you intend. Whether you’re supporting aging parents, setting up a trust or structuring a plan to pass on your wealth, here’s what you should know to plan ahead.

Planning for Retirement 

Retirement means different things to different women. Whether it’s travel, new pursuits, or more time for what matters most to you, planning ahead can help you live and retire on your terms. Get answers to your questions and start planning today. 

Find A Financial Advisor

Podcast Series: What Should I Do With My Money?

Hear first-hand what it’s like to work with our team as real people talk through personal, pivotal financial decisions with a Morgan Stanley Financial Advisor on our award-winning podcast. What Should I Do With My Money? is also available on Apple Podcasts, Spotify and other major podcast platforms. 

Explore All Episodes

Find Your Financial Advisor Match

Answer a few questions, review your matches and schedule an interview with the Morgan Stanley Financial Advisor of your choice.

Investing in Today’s Markets

Stay informed with curated perspectives and ideas from our thought leaders, so you can be in the know on today’s financial topics and save some of your invaluable time.

Ready to start the conversation?

As the markets (and your financial needs) grow more complex, an experienced Morgan Stanley Financial Advisor is uniquely positioned to help you. Get started today.

Learn More About How Morgan Stanley Can Help

Morgan Stanley is experienced in helping women build the financial futures they want with personalized solutions and a commitment to client service. Learn more about our distinct capabilities and services.