Financial planning designed specifically for women, at every stage of wealth
Women of Wealth
Women of Wealth is Mason’s program for women across Virginia, Maryland and the DC metro area, dedicated to helping you build clarity and confidence around your finances, whether you’re just starting to engage or navigating a major transition.
Why Women of Wealth Exists
We believe that no woman should have to worry about money while they are also grieving, transitioning, or rebuilding.
Where It All Began
Early in her career, Sarah Baker, CFP®, sat with a woman whose husband had died suddenly. The woman asked her a simple question: Do I have any money in my checking account?
She did. But she had never been the one managing it, and in the middle of grief, she had no way to know that on her own. That moment shaped a conviction Sarah has carried ever since: no woman should have to worry about money while they are also grieving, transitioning, or rebuilding.
Women of Wealth was built around that conviction. It exists so that every client, regardless of who historically managed the household finances, has a clear picture of their own financial life and a trusted advisor to walk through it with them.
Who Women of Wealth is For
Based in Reston, VA, Mason works with women throughout Virginia, the metro DC area, and Maryland who are…
- Navigating the loss of a spouse
- Going through or recently finalized a divorce
- Managing a new inheritance
- Approaching or entering retirement
- Selling a business or navigating a major liquidity event
- Simply ready to engage directly with their financial plan, on their own terms
What Women of Wealth Offers
For many households already working with Mason, Women of Wealth means both spouses have a seat at the table, not just one. Others come to Mason through direct connections and referrals.
Either way, the approach is the same: a plan built around the client in front of her, not around assumptions about what she already knows.
One-on-one financial planning that addresses both the technical and the personal side of a transition, from account access and beneficiary designations to long-term investment strategy.
Mason hosts events throughout the year designed around community and connection, not just financial content. Some are educational. Others are purely social, built to introduce women to each other and to Mason in a low-pressure setting. Attendees are encouraged to bring a friend.
A growing library of checklists, guides, and educational content built specifically for women navigating financial transitions, including an Investment 101 series designed to make foundational investing concepts approachable, not intimidating.
The Women of Wealth Initiative Leader
Meet Sarah Baker, CFP®
Sarah Baker, CFP®, leads Mason’s Women of Wealth program. She works directly with women navigating major financial transitions, including divorce, widowhood, inheritance, and retirement, helping them build clarity, confidence, and a financial plan that reflects their own goals and values.
Schedule a Conversation with Sarah, or reach out directly at 703.716.2187 or sbaker@masoncompanies.com.
What Every Woman Should Know About Her Finances Before It's Too Late
What to Do When a Loved One Passes: A Step-by-Step Financial and Estate Checklist
10 Questions to Ask a Financial Advisor Before You Hire One
How to Talk to Your Parents About Financial Planning (Before Life Forces the Issue)
6 Strategies to Diversify a Concentrated Stock Position and What Each One Costs You in Taxes
Frequently Asked Questions
The Women of Wealth Planning Series is Mason Investment Advisory’s financial planning initiative dedicated to serving the unique needs of women at every stage of wealth. Led by Sarah Baker, CFP®, the program provides financial planning, investment management, and ongoing guidance designed specifically for women, including those navigating major life transitions such as divorce, inheritance, loss of a spouse, or retirement.
No. Women of Wealth events are open to both existing Mason clients and women who are new to Mason. Many attendees bring a friend or family member who has never worked with Mason before.
That’s common, and it’s exactly why Women of Wealth exists. Our goal is to make sure both spouses have the same clear picture of the household’s financial life, not just one. Whether you’re building on what you already know or starting fresh, the aim is to get you and your spouse fully aligned, together.
No. While many clients come to us during a specific transition, Women of Wealth also works with women who simply want a financial planner who engages with them directly and builds a plan around their own goals.
While Mason is based in Reston, Virginia, and works closely with women throughout the DC metro area, the firm also serves clients across the country.
We Look Forward to Helping
Empower Your Future.
Every life brings transitions. Our goal is simple: whoever you are, and whatever role you’ve played in managing your family’s finances, you should never have to face a transition without a trusted advisor and friend beside you.
That is what Women of Wealth is built to provide.
Not just a plan, but peace, in every part of the journey.