Empowering Financial Wellness

As the third week of February celebrates National Entrepreneurship Week, it seemed fitting to shine a spotlight on our journey here at ARK Financial Wellness and the transformative impact we seek to have on the lives of our clients.

About ARK Financial Wellness

We are women financial advisors here to help career-driven women navigate the complexities of wealth management while pursuing their personal and professional dreams. We understand that one’s income and savings must be able to support their objectives and long-term goals. However, we also understand being happy and successful is not just about accumulating wealth; it is also about creating a life rich with both purpose and experiences. It is about being able to have enough health, time, and financial confidence to relish in family time, start that dream business, retire early, and so much more. One can have all the money in the world, but with no purpose – there is no real return on life.

Our Mission

Our mission at ARK Financial Wellness remains clear: To partner with and empower individuals, particularly career-driven women and couples, to achieve financial independence and fulfillment. Our approach goes beyond traditional financial planning, with a big focus on attaining and maintaining financial, personal, and professional wellness.

Lisa Avenevoli, CFP®, CMFC, reveals, “I have the honor and privilege to do what I do today and work with our clients here at ARK on a deep level. I get to help people understand what is truly important to them, and understand what makes their life rich so that we can create a plan, mold their financial house, and help them make decisions around what is important to them.” By employing highly personalized planning strategies that embrace our core values of integrity, value-centric, and accountability, we help you to achieve your most fulfilling return on life.

Our Process

The ARK Process is characterized by organization, accountability, objectivity, proactivity, communication, and education:

Organization – We equip you with the necessary tools to help get your financial house in order. Whether you are unsure about your financial standing, seeking to safeguard what you have, or aim to pursue philanthropic goals while optimizing tax strategies and estate planning, we provide the resources necessary to achieve your objectives.

Accountability – We help you uphold your financial commitments by working with you to prioritize goals and regularly review your progress.

Objectivity – We work with you to alleviate emotionally driven decisions by offering timely support at your key moments, and providing the necessary research to ensure you possess all the information needed to make informed decisions.

Proactivity – We empower you to lead a proactive life, both financially and personally, rather than reacting to circumstances. By continually assessing potential life transitions, both expected and unexpected, we help you devise action plans to navigate them successfully.

Communication – We maintain open lines of communication to keep you on course toward achieving and exceeding your goals.

Education – We firmly believe that knowledge is power, serving as your tool for success. Whether through personalized one-on-one sessions, group workshops, or ongoing correspondence via mail or email, we are committed to providing educational opportunities at every turn. The more informed you are, particularly concerning financial matters, the more confident you’ll be in your decision-making process.

What We Do at ARK Financial Wellness

At the heart of ARK Financial Wellness is our dedication to serving career-driven executive women in their 40’s and 50’s who are balancing ALL THE THINGS. For these busy female leaders, this means managing their work team and their home team, raising children, running a household, coordinating schedules and pickups, and caring for aging parents. We recognize the unique challenges faced when balancing career aspirations with financial, family and personal well-being. We understand firsthand the demands of all of this as we work to help more women and their families here at ARK Financial Wellness!

That is why we aim to become a trusted partner for women seeking to take control of their financial futures while pursuing their life dreams. We want to create an environment where individuals can enjoy the present while also preparing for the future. This involves maximizing earnings, ensuring financial security, and adopting a more deliberate approach to saving. We strive to alleviate the burden associated with wealth management, encompassing all aspects of financial well-being from saving for children, creating the ideal retirement, to planning for the unexpected; all with the goal of diminishing stress and fostering peace of mind.

As we commemorate National Entrepreneurship Week, let us celebrate the achievements of other trailblazers, who continue to redefine success and inspire the next generation of female entrepreneurs.