The Household CFO

Access the recording of The Household CFO: Wealth Strategies for Women Managing It All, a session focused on bringing more structure and clarity to financial responsibilities. 

Many women take on the responsibility of managing countless details across their careers, households, and long-term plans. Financial decisions can easily become another item on an already full list, making it harder to step back and build systems that support long-term priorities. 

This session shares practical ideas designed to help simplify financial responsibilities and create greater coordination across the decisions you manage every day.

What Was Covered in This Session 

In this webinar, Katherine Dean, CFP®, shares practical frameworks designed to help bring more organization and clarity to financial decision-making. 

Topics discussed include: 

• Structuring financial systems that support progress over time  

• Moving toward goals-driven financial planning  

• Simplifying financial responsibilities across multiple areas of life  

• Identifying tasks that may be automated or streamlined  

• Creating financial structure that supports both career and household priorities 

Meet Your Host: Katherine M. Dean, CFP® 

As a CERTIFIED FINANCIAL PLANNER™, Katherine knows the pressure of being the primary breadwinner and decision-maker. At Opal Wealth Advisors, she focuses on taking the “financial mental load” off the plates of busy women. By specializing in advanced strategies like tax-efficient wealth transfers and goals-driven planning, Katherine provides the systems that allow high-achieving women to stop reacting to their finances and start leading their future.   

This presentation by Opal Wealth Advisors, LLC (“OWA) is intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from OWA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if OWA is engaged, or continues to be engaged, to provide investment advisory services. A copy of OWA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com.