The financial landscape is changing in ways we’ve never seen before.
Women are earning more, leading more, and influencing more financial decisions than any previous generation. At the same time, the largest intergenerational transfer of wealth in history, the Great Wealth Transfer, is expected to place the majority of that wealth into women’s hands over the coming decades.
Yet one question remains:
If women are becoming financial power players, why do so many still lack confidence in their financial influence?
This important question is at the heart of a new opinion piece by Women Doing Well President Julie Wilson, recently published in InvestmentNews.
Drawing from both national trends and Women Doing Well’s own research, Julie explores the disconnect between women’s growing financial responsibility and the confidence many feel in managing wealth, making investment decisions, and shaping their family’s financial legacy.
The challenge isn’t simply a lack of financial knowledge. More often, it’s a mindset shaped by generations of cultural expectations that taught women to participate in financial conversations rather than lead them.
But that story is changing.
Julie encourages women to recognize the opportunity before them—not only to steward wealth wisely but to embrace their unique purpose, values, and generosity as they make financial decisions that impact future generations.
She also offers practical encouragement for women who want to grow in confidence:
- Learn from financially confident women who have gone before you.
- Build meaningful relationships with trusted financial advisors.
- Take an active role in your family’s financial and giving conversations.
- Model financial partnership and generosity for the next generation.
At Women Doing Well, we’ve long believed that generosity begins with purpose. When women understand who they are, what they care about, and the impact they want to make, they become more confident leaders—not only in their giving but in every financial decision they make.
This moment represents more than an economic shift. It is an invitation for women to step fully into the influence they already have and steward it with wisdom, courage, and generosity.
We’re grateful to InvestmentNews for publishing Julie’s timely perspective.
Read Julie Wilson’s full article here.






