Wednesday, May 22, 2024

Best of Women in Business 2023: Elizabeth M. Bennett, MBA 

Principal and Certified Financial Planner™ 
Intercoastal Wealth Planning

“Women need to be involved in their financial plans and have an understanding of where all of their assets are and what they are used for,” says Certified Financial Planner™ and Certified Financial Fiduciary, Beth Bennett. 

As an expert in her field, a woman who has reared a child, been through a divorce and is working toward her own financial future, Bennett forges a relationship with her clients from her own personal experiences, providing them with a breadth of solutions for their wealth management and a voice of calm to create a plan together, regardless of the state of the market. 

Bennett advises her clients to be in control of their finances and not leave that responsibility to someone else. It is imperative to know and understand the types of investments that you have and the log-ins for your accounts, and to share that information with your spouse/significant other. “Being involved in reviews with your financial advisor and understanding how to access those assets is imperative. Being aware of your spending habits and where all of your money is going, whether you are single or married, is also very important. As women, we certainly know the value of delegating. My advice is to reach out to an advisor to get your financial house in order with someone you can trust. I am here for you,” she says. 


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory, Insurance, and Tax Services offered through Bay Financial Planning and Tax Services, DBA Intercoastal Wealth Planning LLC, a Registered Investment Adviser. Cambridge and Bay Financial Planning and Tax Services, LLC are not affiliated. 

This post is part of the Best of Women in Business 2023 special advertising section from the March 2023 issue of Boca magazine. For more like this, click here to subscribe.

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