Engaging Women… Engaging Wealth
Where Women Become Smart About Money
Most of my clients are fun & engaging women who are financially comfortable but have reached a tipping point in their life. Many spent much of their lives dependent on others to manage their money and they are finally ready to take more control and become more engaged in the process. They now want more than just investment advice; they want to be encouraged, educated and empowered.
Regardless of their situation they typically share the same three concerns:
Do I have enough money?
How do I make sure I don’t lose it all?
How do I become more engaged in the investment process and confident in my decisions?
Working Together We Will
- Develop your Life By Design Plan. To provide greater clarity and confidence in how to create and live the life you want.
- Incorporate our Needs Based Investment Strategy. Built to support your specific needs, dreams and desired lifestyle.
- Join our Engaging Women in Wealth Program. Be inspired, educated and challenged as you explore your personal journey towards financial independence.
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My mother always told me I better marry for money because I needed someone to support my expensive tastes and desires. Her message made me feel small and less than capable which didn’t suit my nature. I saw how my Mother was so dependent on others to fulfill her life, and that was not acceptable to me. I was determined to create and design a life of my choosing.
This desire motivated me to develop a career in financial services. Through that experience, I realized my mother was not the only woman who ignored her financial life thinking money would just magically be there. I began to see there was a whole generation of women who were denied the ability to live their life by their design simply because they were typically disengaged and any attempts to become more involved resulted in feelings of total inadequacy.
I learned it wasn’t just the women ignoring their financial affairs it was also an industry that pushed them into a corner marginalizing their abilities to make important financial decisions. I want to help women feel more confident in their decisions in life and in regards to decisions in investing. It is for this reason that the focus of my practice is to help women become more engaged, educated and empowered.
Take More Control of Your Financial Future
- As a fee based registered investment advisor we start your Life By Design Plan by:
- Developing your personal Life by Design Pyramid
- Defining the life you want in 5 to 10 years
- Determining purpose for your money
- Listing five things on your retirement bucket list
- Understanding your current lifestyle
We incorporate your Needs Based Investment Strategy by studying your:
- Current Savings
- Income Goals
- Emergency Funds
- Wish List
You become part of our Engaging Women in Wealth Program through:
- An Investment Journal
- A Proactive Wealth Process
- Events and Workshops
- Our Whisper letter
Our Investment Philosophy
Time In The Market
I tell my clients that the best philosophy is time in the market, not timing the market. I invest in quality holdings tailored to client needs. Most of my current client portfolios are structured for growth and income. I also have a junior advisor on staff to assist those who have questions about just starting out with their investments, how much they need to retire, or are looking for a plan to follow. We can talk market strategies and cycles, what economists are saying, the newest “doom and gloom” or what the Fed is doing, but really it comes down to finding out if we are a good fit and if my philosophy and your philosophy work well together.
Renée McConnell is a Registered Independent Advisor and a Certified Retirement Planning Counselor (CRPC), a designation awarded after successful completion of the rigorous education, exam, experience and ethics requirements of the Certified Financial Planner Board of Standards. Renée has been a licensed investment advisor since 1992. Before opening her own practice in 2009, she worked as a portfolio analyst and relationship manager for a local advisory firm. Prior to that, Renée worked for Charles Schwab as an investment and active trader specialist in Las Vegas, NV and Boise, ID. She lives in Boise, Idaho with her husband and 4 children. They enjoy skiing, cooking and eating together and traveling the world. Renée enjoys supporting the arts in Boise through Boise Contemporary Theatre, Shakespeare Festival, Boise Jazz Society and the Boise Chamber Music Series.
Danielle joined McConnell Financial Advisors as a Junior Advisor in 2013. She has held numerous positions within the financial services industry from private investing firms to banking since 2008. Danielle played collegiate volleyball at Southern Virginia University where she graduated with a Bachelor’s degree in just three years. She continues to play and coach volleyball locally in the Boise area. She resides in Boise with her husband and son.
Kylee joined McConnell Financial Advisors as an Administrative Assistant in 2015. She handles our scheduling and office tasks and we all know she is the real boss around here! Kylee is a “foodie” and enjoys exploring new restaurants. She enjoys learning about holistic medicine. She resides in Boise with her husband.
Please Contact Us
Use the form below to send us an email. Please include your phone number. You can also call us at 208 287-3725.
McConnell Financial Advisors, LLC
312 W. Idaho St., Boise, ID 83702
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