The Household CFO: Wealth Strategies for Women Managing It All

You’re the COO, the CFO, and the Breadwinner. But who is managing your future? 

For many women, “financial literacy” isn’t about learning the basics—it’s about finding the time to apply your professional excellence to your personal balance sheet. 

You spend your day making high-stakes decisions at work and high-impact decisions at home. You’re the one who knows where every dollar goes, yet between the career demands and the household mental load, your own long-term wealth strategy often gets pushed to the “someday” pile. 

Managing it all is a superpower, but it shouldn’t be a struggle. This April, join Katherine Dean for a session designed specifically for the woman who does it all. We’re moving past “money moves” and into wealth systems. 

Webinar Details: 

Date: April 22, 2026

Time: 1PM EST

Location: Live on Zoom

What We’ll Solve Together: 

• The Automation Advantage: How to set up a “self-driving” investment strategy so your wealth grows even when your calendar is full. 

• Goals-Driven Planning: Shifting from “saving for a rainy day” to architecting a plan that supports your specific vision for the future. 

• The Invisible Labor of Finance: Strategies to streamline household CFO duties and reduce the mental fatigue of money management. 

• Beyond the Traditional Market: Why goals-based planning beats chasing benchmarks every time. 

• The “Busy” Audit: Identifying the financial tasks you can delegate, automate, or eliminate to reclaim your time. 

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.   

Exclusive Attendee Resource: The Household CFO Toolkit 

We know your time is your most valuable asset. To help you implement what you learn immediately, all webinar attendees will receive our Household CFO Monthly Checklist. 

This one-page executive tool is designed to help you audit your family’s financial vitals in just 20 minutes a month—taking the “mental load” off your plate so you can focus on leading your family’s future. 

Bonus Strategy Session: After completing your checklist, you’ll have the opportunity to schedule a complimentary 20-minute “CFO Sync” with Katherine Dean. This is a private, no-obligation chat to discuss your checklist findings, address your specific “Big Rock” goals, and identify where you can further automate your path to wealth. 

Stop reacting. Start Leading. 

National Financial Literacy Month is the perfect time to audit your systems. Don’t let another year of “doing it all” go by without a plan that works as hard as you do.