79: {Interview} Building Wealth: A Priority for Women with Stephanie Vokral, CFP®, AIF®, CDFA®

The Feminine Founder

Are you proactively planning for your financial future? This is a question every women should be asking themselves because the reality is that life throws us curveballs that sometimes we aren't expecting and having a sound and secure financial plan can help soften the blow.
Today I have Stephanie Vokral CFP®, AIF®, CDFA® with me. Stephanie, a wealth manager at Investra, discusses the importance of keeping personal and business financial records separate, as well as the need to plan for life-changing events like death, disability, and divorce. She emphasizes the importance of women building wealth and preparing for their financial future.

Takeaways

• Keep personal and business financial records separate for better organization and liability purposes.
• Plan for life-changing events like death, disability, and divorce by addressing risk management and having the right financial documents in place.
• Women should prioritize building wealth to secure their financial future, as divorce and widowhood can significantly impact household income.
• Start investing as early as possible and work with a financial planner to understand your risk tolerance and create a diversified investment strategy.

Stephanie is a Certified Financial Planner (CFP®) and has extensive training in the areas of investments, risk management, estate planning, tax planning, education planning, and retirement planning. As a financial planner, she answers her clients’ financial questions. How do I not run out of money when I’m older? When should I take Social Security? Can I afford to be my parents’ caregiver or is there a better way? Is my spouse’s divorce proposal a fair settlement to me?
She has also completed a specialized educational program in professional divorce analysis to earn the Certified Divorce Financial Analyst (CDFA®) credential. Over the years, she has worked with hundreds of c

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Former Executive Search Recruiter turned LinkedIn Expert & Entrepreneur. I'm here to show you that you can do it too! After 15 years of working in Corporate, I knew that I was no longer serving my purpose. There was this tiny voice inside of me saying "you were made for more" and I couldn't ignore it any longer. In 2021 I launched ChilledVino, my patented wine product and in 2023 I launched The Feminine Founder.
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