The Fundamentals of



Whatever your financial and career goals, Lotus Women's Institute will set you on the right path toward financial and professional empowerment.

Lotus Literacy, 1-to-1

Let us help you understand the current state of your financial health (without a sales pitch):

  • What do you have in savings? 

  • What do you have in investments? 

  • How have your investments performed and does this meet your long-term goals? 

  • Where might there be gaps?

  • How do you know if you need to work with an advisor? And how do you find a trusted advisor?

  • What keeps you up at night?