We are committed to bringing you quality education, taught by highly credentialed professionals. Our goal is to give you the tools to ask meaningful questions, find the gaps in your planning, and make sure your best interest are being served.
Who We Serve
We work with anyone who wants to take control of his or her investments, taxes, and estate planning. Our attendees are in their mid-careers, nearing, or in retirement. They are married, divorced, and widowed. Some are caring for elderly parents. We also have co-ed offerings so you can share the experience with your spouse or partner. Classes are inter-active. We have found that the experience is not productive for those who do not have investments.
Why A Women’s Financial Academy?
I’ve seen too many under-served customers in the investment management industry. That’s not to say that the industry or advisors are bad. Becoming an informed consumer will help you to better understand investments, what they will do for you, and how much you are paying for them. Our curriculum also covers taxes, asset protection, wills and trusts, taking care of elderly family, and so much more. You will have the benefits of visiting CPAs, attorneys, and other professionals so that you can learn from subject matter experts and ask questions in a “fee-free” environment. I don’t know any other place that offers a comprehensive, yet easy to understand, program.
Our Promise To You
We want your experience to have an impact. Most workshops offer sound advice, but attendees walk away and don’t implement the ideas. We allow for time in class for you to individually work on your planning. The assignments are for your eyes only. You will never be asked to reveal your net worth or share your balance statements. Selling of any kind is strictly prohibited. We provided a safe environment where you can learn and explore.
Meet Your Educators
Barbara Norman, Founder, CFP®, CDFA®, ChFC®
Barbara is the founder of the Women’s Financial Academy and she owns a financial planning practice, Sage Path Solutions. She has served in the financial services industry since 1986. Barbara is unique in her holistic approach to financial planning. First, she looks at an individual’s goals and challenges, and then she helps to develop a goal oriented plan. Change is inevitable and lifelong learning is important to her – both for her students’ and for her own professional growth.
Originally from Minnesota, Barbara earned her BA from University of California San Diego. She is a Certified Financial Planner®, a Certified Divorce Financial Analyst®, a Chartered Financial Consultant®, and an IRA Elite Advisor with Ed Slott and Co., LLC.
Anne E Wenger, JD, LL.M
Anne E. Wenger is a San Diego attorney at McLaughlin Legal. Her practice focuses primarily on estate planning and administration matters. Anne counsels individuals, families, and entrepreneurs regarding comprehensive tax and estate plans in order to adequately plan for how and to whom assets will pass, determine who will make decisions in the case of incapacity, and minimize the effects of estate taxes while achieving other important goals.
Originally from San Diego, Anne received her undergraduate education at the University of Notre Dame. She attended law school at the Gonzaga University School of Law, where she graduated Magna Cum Laude, and attended the University of San Diego of Law’s Graduate Tax Program, where she earned her Master of Laws (LL.M) degree in Taxation.
A Message From The Founder
“I’ve been in the financial services industry since 1986. I’ve seen a lot of successes and disappointments over the years. Some of the failures were avoidable, others where not. The accomplishments were the result of hard work, tenacity, and persistency. I want to help as many people as I can, particularly women, to build their own success stories. I’ve been through a divorce, blended family issues, assisted elderly parents, and helped my three children with school. We are capable of more than we imagine – but no one should have to be alone on this path.”
– Barbara Norman, CFP®, ChFC®, Founder