Wealth Planning for Women in
HR & People Leadership.
You hold everyone else together. Now it’s time to support your own wealth.
Wealth Planning for Women
Healthcare Executives.
You care for everyone. It’s time your money cared for you.
Wealth Planning for Women
Healthcare Executives.
Sub Headline
What You’re Up Against
High-pressure roles with high emotional load
Compensation packages under-optimized
Heavy caregiving responsibilities outside work
High taxes on W-2 income
Feeling spread thin across work and family
Disconnect between ‘success’ and ‘freedom
What You’re Up Against
Complex 401(a), 403(b), and 457 plan choices
High W-2 income → overwhelming taxes
Shift-based unpredictability and burnout
Student loans or lingering medical debt
Employer benefits that are underutilized or confusing
Fear that your income isn’t translating into freedom
HOW WELLthy360™ HELPS HR LEADERS THRIVE
✔ Optimize Your Compensation and Benefits Package
401(k) + match strategies
RSUs or bonuses
Deferred comp programs
Executive benefits often unused
PTO conversions or cash-flow options
✔ Reduce Taxes on Your W-2 Income
Roth optimization
Multi-year income planning
Investment tax coordination
HSA optimization
Tax-efficient charitable strategies
✔ Create a Plan That Respects Your Emotional Labor
Your plan should reduce stress — not add to it.
✔ Build Your Freedom Number™
You’ll know the roadmap, milestones, and yearly steps to reach real freedom.
How We Help You Through the WELLthy360™ Plan
✔ Optimize Every Employer Plan Available to You
403(b)
401(a)
457(b) (and when NOT to use it!)
Deferred comp plans
HSA, FSA, high-deductible strategies”
✔ Reduce Your Tax Burden — Significantly
Dual retirement plan optimization
Mega-backdoor Roth opportunities
Charitable strategies
Income-smoothing and tax-bracket management
Business deductions if you consult
✔ Create a Plan that Protects Your Time & Well-Being
Healthcare burnout is real. Your WELLthy360™ plan ensures your money supports your life, not drains it.
✔ Build a Values-Aligned Investing & Wealth Strategy
You’ll know your Freedom Number™ and exactly what to do yearly to reach it.
Your Outcome:
Emotional peace. Financial clarity. A plan that finally supports you — not just everyone else.
Your Outcome:
Emotional peace. Financial clarity. A plan that finally supports you — not just everyone else.
Ready To
MANAGE YOUR WEALTH DIFFERENTLY?
We'll inspire you each month with the most relatable topics and tactical advice.
Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.
Ready To
MANAGE YOUR WEALTH DIFFERENTLY?
We'll inspire you each month with the most relatable topics and tactical advice.
Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.
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2025 RELEVE FINANCIAL GROUP | CREDITS
Phone Number
(608) 792-6557
Address
14083 N Territory Trail, Fountain Hills Arizona 85268
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