Build Your Financial Confidence
Welcome to Project Venus℠, an initiative at Private Vista where women in transition are connected, supported and inspired to enrich their lives through financial planning, education and partnership.
At some point in their lives, nine out of ten women will be solely responsible for their finances. Are you prepared to make financial decisions that will enrich your life? If you’re in transition due to divorce or becoming widowed, we can help you address your fears, find your vision, gain confidence and add clarity.
Unlike a typical financial program that solely focuses on income, budgets and investments, Project Venus℠ also helps you explore your life passions and goals so that you can make the right financial decisions for you and your loved ones.
Through workshops, educational and social events, newsletters and private consultation, we help you focus on your vision for the future and then work with you to design a financial plan to get you there. We call it the path to your Private Vista. It’s much easier to go down the path when you’re connected with a community of like-minded women.
What does “IN TRANSITION” Mean?
We don’t need to tell you that life transitions are difficult. We work with many women who are divorced or widowed, and suddenly have to take care of their financial affairs, often for the first time. We hear them ask questions like, Should I keep the house? How do I know if my divorce settlement or my current financial situation will allow me to maintain my lifestyle without running out of money? Do I need to go back to work? In a welcoming environment we’ll help you learn about your finances, refocus on your future and even connect you with others facing similar issues.