Carol L. Hager ChFC®, CLU®, CDFA™, CFEd®



10900 Hefner Point Drive, Suite 404
Oklahoma City, OK 73020


(405) 286 1500 ext. 6324


(405) 748 9002

Women and Financial Planning

Helping women gain the confidence they need to take control of their financial security for today and the unknown of tomorrow.

I have been a single mother, divorced, a mom in a blended family, and now I am a widow.  I also saw my role with my mother change when she reached age 90 and lost some of her independence.  I became more of the "mother" and she became more of the "daughter".

I run a women's wealth management practice working with women in all stage of their lives.  This does not mean I do not work with men, I do have men as clients, but the majority of my clients are women.

Typical stages of a woman's life are: building a career, being a wife, being a mother, and finding themselves suddenly alone.  A woman can find herself suddenly alone due to divorce or loss of her loved one.  Losing a loved one is not just for the older woman; loss can happen at any stage of life, and divorce is not just for the young.  More and more women are facing divorce after 25+ years of marriage.

As many as 80 - 90%* of women will be solely responsible for managing their own money at some time in their life.

I believe women want true financial independence.  But what does this look like and how does a woman go about building her "house of financial security?"

I believe I can help and I would be honored to be your financial professional of choice.


*Wojnar, K. and Meek, C. "Women's View of WEalth and the Planning Process," Advisor Perspectives, March 1, 2011.


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