The 2030 Wealth Shift for Women
The Largest Shift in Financial Power for Women in History
What this means for you.
Women will inherit and control the majority of wealth for the first time ever.
Women entrepreneurs are the fastest-growing business segment in the U.S.
This is your opportunity to define what financial power looks like on your terms.
It only becomes real if women invest.
Women Drive the Economy. Now It’s Time to Build Wealth.
Women already influence 85% of consumer spending decisions and own 13.3 million businesses, generating $2.4 trillion in revenue. Still, there’s a missing piece: building lasting wealth through investing.
This moment isn’t just about business growth. It’s about growing wealth beyond your business and using that financial power to reshape a system that finally works for women.
Women Entrepreneurs Are Leading the Shift
Women entrepreneurs are leading the charge in business growth, economic influence, and now investing power.
By 2030, women will control $30 trillion in U.S. investable assets, or 65% of total wealth. Globally, that’s nearly half of all capital.
This is the first time in history that women have held this level of financial influence. Yet, the truth is: This shift will only matter if women claim it.
Each year until 2030, more than $5 trillion changes hands as Baby Boomers transfer wealth to spouses and children. That’s more than the entire economy of California, the fifth-largest in the world.
When women invest, the entire system shifts as more capital flows to women-led businesses, healthcare, and innovation that reflects our values.
For the first time in history, women will hold the financial power to shape markets, fund what matters, and redefine how wealth works. It starts with women investing.
“For centuries, women were denied equal access to money and the freedom and power that came with it.”
Josie Cox - Financial journalist & author of “Women, Money, Power”
5 Reasons Women Need a Different Approach
Women experience unique financial dynamics that make investing more essential—and more complex.
Longer lifespans, income gaps, and caregiving responsibilities shape a different risk profile, time horizon, and set of priorities. Most of us didn’t grow up learning this. Many of us are the first in our families to manage significant wealth.
I’ve spent two decades building programs that meet women where they are and guide them to where they want to go.
1) The Wealth Shift Is Real
By 2030, women will control 65% of U.S. wealth. Where women invest will shape the future—from healthcare to innovation to education.
2) Women Live Longer
We outlive men by an average of 6+ years. Your money needs to last longer, too.
3) We Still Earn Less
The gender pay gap means women earn about $0.83 on the dollar compared to men. This means investing wisely is essential.
4) We Step Away For Family
Whether it's raising children or caring for aging parents, time out of the workforce impacts income, career momentum and retirement savings.
5) We’re First-Generation Wealth Builders
Many of us are the first in our families to build businesses and manage long-term financial planning. There's no inherited playbook, yet I’ll help you write your own.
“We’ll never solve the feminization of power until we solve the masculinity of wealth.”
Gloria Steinem - Writer, activist and icon
Are you ready to own your financial power?
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✔️Take control of your money
✔️ Understand your money story
✔️ Start investing and growing wealth with confidence
✔️Own your financial power
How to Use This Financial Power
The financial system was built without women in mind. That’s changing. We are in such an exciting time that as more women invest, we can reshape what wealth looks like and where it flows.
You have the power to:
Fund your future.
Influence a shifting financial system.
Invest in women-led innovation.
Fund the causes you care about.
Build lasting generational wealth.
Yet financial power is not automatic. It’s a choice.
Owning a business is a powerful first step. Now it’s time to take the next: becoming an investor.
It’s time to own your financial power and reshape the system from the inside out.
Let’s Close the Gaps
The system doesn’t change unless women participate. Here’s what we’re up against:
Gender Investing Gap: Women tend to invest less and start later.
Gender Pay Gap: Women earn $0.83 for every $1.
Gender Funding Gap: Less than 2% of venture capital goes to all-women teams.
Gender Lending Gap: Women receive just 30% of business loans and 10% of capital.
Gender Health Research Gap: Only 4% of health research funding goes to women.
“The industry is really not ready for it — we haven’t changed our client experience, our language, or how women work with financial services.”
Cary Carbonaro, CFP® - Wealth advisor & author of “Women and Wealth”
Ask yourself:
Will I continue saving but not investing?
Will I keep focusing on my business but ignore my future wealth?
Will I hand over my finances to someone else?
Or will I step into ownership of my wealth and help redefine how money works?
Your financial power isn’t just about you. It matters for your family, your clients, your daughters, and the women who come after you.
What's Needed from Women Today
We need women to embrace this financial power, or the system may not change.
This opportunity won't fulfill itself.
The question is: How will you use this unprecedented financial power?
How I'll Help You Seize This Moment
I spent 20 years on Wall Street at JPMorgan, Citi, and Fidelity. I helped build the system. Now I help women navigate it with clarity, confidence, and purpose.
Through my Wealth Builder System, I teach you how to:
Invest with confidence.
Build wealth beyond your business.
Create financial freedom on your terms.
Direct your money toward underfunded areas that matter for women.
This is your moment. I’m here to guide you through it.
Are you ready to own your financial power?
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Women entrepreneurs gather for live masterclasses, Q&A, and community support—while learning to invest and build lasting wealth.