Financial Wellness Toolkit

Sharsheret Site Visit and Launch of Financial Wellness Tool Kit

The Jewish Women’s Foundation of New York (JWFNY) visit to Sharsheret headquarters the other day just impressed us all.   We were there to learn about the latest and greatest idea coming out of this amazing organization, the Financial Wellness Took Kit, which is funded by the Jewish Women’s Foundation of New York. After the tour, after meeting the staff behind the scenes, after visiting their impressive wall of awards and the empty wall on reserve for future awards, we went into a conference room to talk about the details.

The Financial Wellness Tool Kit was borne out of a roundtable discussion about women taking control of their financial health during and after a health crisis.  As Sharsheret researched how to go about handling this for its community, it realized the following:  women want to know about how to handle their financial information right away, at the start of the diagnosis.  They need a place to keep it—staying organized is crucial to staying on top of this.  And lastly, they need all the information in one place—a one stop shop.

In the tool kit, you will find compartments for health insurance, disability insurance, financial planning, estate planning, and resources.  The truth is that this tool kit and its financial wellness planner could and, arguably, should be used by any and all of us as we age and need to plan for a future.

It is always inspirational to see Rochelle Shoretz and her devoted staff.  And as part of the Jewish Women’s Foundation of New York, we are doubly proud that we have helped fund this new and necessary tool kit.  But the truth is, Jewish women all over can be part of this—by telling friends, by getting educated on campuses, by using the tool kit.  Sharsheret once again meets a need for all Jewish women.  We thank you and know that this new year is better because of Sharsheret and the work they do.