As Capital Directions’ first female CERTIFIED FINANCIAL PLANNER™, Miriam Falaki brings a wide range of experience to our firm as a Wealth Advisor — ensuring that our clients receive the very best financial guidance and planning. Miriam is particularly focused on working directly with women to help them navigate their personal financial circumstances, plan for the future and make important decisions in their own best interest.
What makes working with female clients such an important part of your job?
Miriam: “I think it’s important for our female clients to have the option to work with other women that they can relate to. More women today are the breadwinners of the family, and they’re often managing the responsibilities and pressures of a career in addition to raising children. I look at my role as trying to make women’s lives easier — making sure they know that we’re here when they need us.”
What are some of the more challenging financial realities that women might face and how can you and the team help?
Miriam: “We’ve worked with a lot of women who have recently experienced a major life event like divorce or the death of a spouse. What we find is that there’s often a knowledge gap when it comes to finances — perhaps they never had control or visibility with financial decisions before, or they’re simply wondering what’s next after such a traumatic change in their life. I’m here, and our team is here, to close that knowledge gap and empower women to make the best decisions for them. It can be overwhelming, but that’s where we come in — always ready to help.”
As you work with women, do you find that there’s more to the story than purely financial considerations?
Miriam: “Absolutely. Of course we’re here to offer financial guidance, but again, when someone has gone through a life-changing experience, there’s a big picture to consider and we want to help in any way we can. I look at it as putting together a team of professionals and being a complete resource for them. For example, maybe their situation involves legal concerns that fall outside the scope of what we do specifically. We’ll make sure we direct them to a knowledgeable attorney who can help them.”
What’s the most personally rewarding part for you about working with female clients?
Miriam: “For me, it’s knowing that they feel comfortable enough to reach out about whatever is on their mind. There can be so many unknowns or unforeseen changes along the way, especially after something like a divorce or the death of a spouse. The fact that my clients will pick up the phone or drop by to ask a question or let me know something is on their mind — it means a lot to have that trust, just knowing I have a chance to help them take the next step. I don’t take that for granted.”