What We Do
Financial Planning and Investment Management for Women
“We make a complicated process simple.”
~ Deborah Sims, Founder
At Engaging Women in Wealth, led by Deb Sims, we believe it is important that clients understand not only what we do, but how we do it. We offer wealth management and financial services with a focus on pursuing today’s and tomorrow’s goals. Largely working with women in San Diego and Rancho Santa Fe, our services include:
- Fee Based Asset Portfolio Management
- Tax Efficiency
- Risk Management
- Retirement Planning
- Financial Planning
- Estate and Charitable Planning
- Creating Wealth Plans for a Family Legacy
Our focus is on protecting the wealth one has acquired throughout their lifetime. We work closely with a network of locally renowned estate planning attorneys and CPAs in San Diego to provide clients with access to a variety of services and professional advice.
In offering these services, we strive to simplify the process and make it easy for clients to understand their financial strategies and investment opportunities. We use a three-step process to create a comprehensive plan for clients’ financial future.
First, we start with an introductory meeting. This time is spent getting to know one another. Our goal is to work with positive individuals who want to learn and grow. This meeting allows us to share more about our mission and learn more about the clients’ concerns and desires.
Once we have identified the client's values and agreed on his or her objectives, we review the financial documents to interpret a financial destiny. Following, we create a financial roadmap designed to fulfill personal dreams.
Through this process, we strive to help our clients grow, protect, and preserve their wealth for present and future generations in a tax-efficient manner while simultaneously attempting to increase returns and reduce risk.