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ARTICLE · 13 MARCH 2025

Do Women Approach Financial Planning Differently?

Lawyers Financial
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We talked to financial planner, Sally McRae, about the conversations she has with women about some of life's biggest questions—how to save, how to spend, and how to (literally) live long and prosper.

CanadaEmployment and HR
Lawyers Financial
Lawyers Financial
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We talked to financial planner, Sally McRae, about the conversations she has with women about some of life's biggest questions—how to save, how to spend, and how to (literally) live long and prosper.

According to a 2024 survey, women are less likely than men to use a financial advisor or have a written financial plan.1 The advice part may be partially explained by the rise of self-directed online investing channels, but most of Sally's clients just don't have the extra hours that takes. "Lawyers' time is already very tight, and women often have additional personal responsibilities. All our clients are lawyers, we're very familiar with that. And lawyers are used to dealing in facts and expertise, so as the plan takes shape, they see how professional management can benefit them."

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