Financial Planning for Women
VALUES-GUIDED PLANNING FOR WOMEN IN THE BRAINERD LAKES
You Deserve a Plan That Feels Confident, Clear, and Truly Yours
Women often wear many hats — career, family, caregiving, and financial decision-making — all while wanting to feel confident and in control. At Lemieux Wealth Strategies in Baxter, Minnesota, we proudly serve the Brainerd Lakes area as a multi-generational family firm managing approximately $173 million in assets as of July 31, 2026. Led by Brian Lemieux and his daughter Andrea Lemieux Lundberg, we provide personalized, values-guided financial strategies designed specifically for women. Using The Lemieux Legacy Blueprint™, Andrea brings her experience as a CFP®, mother of two (ages 7 and 15 months), and 15+ year advisor to help you navigate taxes, investments, legacy planning, and life transitions with clarity and confidence.
Build Confidence in Your Financial Future
We understand the unique pressures and priorities women face. Our approach is educational, collaborative, and focused on empowering you to make decisions that align with your values and life goals.
Gain Clarity and Confidence in Your Financial Decisions
- Whether you’re the primary decision maker, sharing responsibility with a partner, or planning solo, we break down complex topics into clear, understandable steps.
Balance Career, Family, and Long-Term Goals
- We help you coordinate retirement planning, tax strategies, education funding, and legacy goals while supporting the real-life demands of motherhood, career, and caregiving.
Protect and Grow Your Wealth on Your Terms
- From strategic portfolios to tax-efficient planning and multi-generational legacy strategies, we create a plan that reflects your values and gives you financial confidence.
Holistic Financial Solutions
Frequently Asked Questions About Financial Planning for Female Decision Makers
- Who do you typically work with?
We work with women in the Brainerd Lakes area who want to feel confident and informed about their finances — whether they are primary decision makers, balancing family and career, or planning for their own future and legacy.
- Why is it important for women to have a dedicated financial advisor?
Women often face unique challenges: longer life expectancies, career interruptions for family, and sometimes starting later with investing. Andrea’s personal experience as a mother and long-time advisor allows her to relate to these realities and provide practical, empowering guidance.
- How does your approach differ for female clients?
We focus on education and empowerment. Many women tell us they want to make sure they’re asking the right questions but don’t always know what those questions are. We proactively bring up important topics and considerations you might not have thought of — so you never have to worry about missing something important. We translates complex financial concepts into clear, actionable steps so you feel confident making decisions that align with your values, family, and long-term vision.
- Can you help with both personal and family financial planning?
Absolutely. We help coordinate retirement, tax strategy, education funding, legacy planning, and multi-generational goals — all while supporting the realities of family life.
- What if I’m new to financial planning or feel overwhelmed?
You’re in the right place. We meet you where you are — no matter your starting point — and use The Lemieux Legacy Blueprint™ to create a clear, step-by-step path forward with patience and ongoing education.
Let’s Develop a Plan That Helps You Move Forward
We help you understand your options, ask better questions, and make financial decisions with greater confidence over time. Our clients want a more connected plan and a trusted relationship they can rely on through life’s changes.
Our Approach
Our integrity and personalized service—supported by a proven culture of success—fosters trust and builds lasting friendships
Our Team
Our team is dedicated to providing personalized guidance, combining experience and commitment to help you navigate your financial journey with confidence.
Contact Us
Get in touch today to discover how our team-oriented, relationship-focused approach can help you build confidence in your financial life