Jeannette Bajalia is a recent Lake Nona resident and founder and president of Woman’s Worth, a financial services firm specializing in the unique life and financial needs of women as they navigate through their lives, up to and through retirement. She expanded her flourishing business in North Florida into the Lake Nona-Orlando-Winter Park region and specializes in ensuring individuals have a retirement plan that allows them to be more emotionally, medically and financially secure.

Jeannette has not always been a business owner. In an attempt to retire after decades in the financial services and insurance industries, Bajalia met with five separate financial advisors to plan for her own financial future. Those advisors did not ask about or listen to Jeannette’s needs but simply sold her on products they had available at the time.

Based on a lack of willingness to formulate a personalized plan, and frankly the manner in which advisors spoke to and dealt with Jeannette, she realized women were underserved in the financial planning industry. Her passion for understanding the issues facing women and the aging population led her to start Woman’s Worth.

Jeannette brings more than 40 years of experience to her work. Her intimate understanding of women’s finances, and their related emotional and physical health effects, gives her a unique perspective on helping women plan their financial futures. Due to unique challenges women might have that are attributable to their longevity and other life issues, Bajalia’s company focuses on providing life and income planning services to women.

“We have an entire financial services industry that is not responsive to the needs of women and are not considering all the components of life and income planning such as healthcare and the impact of being a caregiver,” Bajalia explained. “When I saw what happened to their assets and the lack of lifetime income plans, even though they are living significantly longer than men, I realized the need for Woman’s Worth.”

Bajalia says she is often asked about the retirement threats specific to women. “You would think women have the typical retirement risks we find with all baby boomers regardless of gender: taxes, market volatility, and inflation,” she said. “In reality, the greatest retirement risk to women is our longevity!”

That’s the good news and the bad news. Living longer means longer periods funding an active lifestyle, but coupled with that, longevity means that women have a higher risk of suffering debilitating illnesses and spending more on healthcare costs. Living longer means that you need to make sure your money lasts as long as you do.  

Jeannette ensures those she serves are treated with respect and dignity by creating integrated retirement lifestyle plans that enable them to achieve their retirement goals and dreams. She is an Ed Slott Master Elite Advisor and the author of three books, including the newly released Planning a Purposeful Life – Secrets of Longevity. She was also recognized as one of 20 Women of Influence by the Jacksonville Business Journal in 2012 and is a new member of the Lake Nona Regional Chamber of Commerce.

Jeannette has appeared on WESH 2 News Sunrise, FOX 35’s Good Day Orlando and on First Coast Living on WTLV. She has a weekly radio show and can be heard nationally through the Woman’s Worth website. She is the co-founder of the Growing Bolder Life Institute Powered by Woman’s Worth and is featured in the Growing Bolder magazine on regular basis. She has been featured in the Wall Street Journal, Forbes, Jacksonville and Orlando Business Journal, USA Today, Newsmax, Investor’s Business Daily, and several other local publications.

For more information, visit www.womans-worth.com or call 407-326-6344.