Lady Monday Group Course
$300 per participant for 5 — 1.5 hour online classes
WOMEN LIKE TO LEARN WITH OTHER WOMEN
Years of feedback from my financial clients has convinced me that women thrive in group learning environments. So, the course will incorporate some of the interactive women’s circle sharing format as well as self-discovery exercises. We will also use short segments of expressive journaling to take a deeper dive into core values and overarching sense of purpose.
YOU CAN DO IT! SUPPORT NETWORK
Confidence is something you cultivate, more than something you lack. And it involves other people. Think about it – it isn’t about you. In a meaningful conversation your focus is on serving the other person. This feeling of being comfortable with yourself gives you permission to fail which ultimately leads to personal growth. Investing in particular may seem daunting. But with a little guidance and team support, you can learn enough about how it works to feel more in control of your financial situation.
ALIGNING YOUR VALUES AND MONEY IS THE KEY
In my own experience, I found that mastering investment basics was essential to surviving a family tragedy. But it was really combining my new skills with a renewed search for meaning that ultimately led to full financial empowerment.
ACTUALLY, SOCIAL INVESTING CAN SAVE THE WORLD
The ultimate goal of Lady Money is to help you clarify and achieve personal goals by connecting them to how you save, invest, and spend your money. We will explore investment basics, especially SUSTAINABLE INVESTING which embodies the social, environmental and governance causes we women believe in so passionately.
THE COURSE INCLUDES A PERSONAL DISCOVERY WORKBOOK
PART 1: CLARIFY YOUR VALUES — (self-development exercises and journaling)
We start with the “Big Picture” by clarifying your deepest personal values. Who and what really matters should guide your financial choices and give you the courage to reach your full financial potential. Think of this step as determining your North Star.
PART 2: CONNECT YOUR VALUES TO MONEY — (self-development exercises and journaling)
The trick to aligning your Values with your Money is understanding where you are financially. Once you know what you spend and what you have, you can learn how to use money to live your values more effectively. Ultimately this new mindset will give you more power to shape your own life and that of the community around you.
PART 3: CREATE A PLAN FORWARD — (self-development exercises and journaling)
Step 1 is clearing any roadblocks, such as negative attitudes towards money. Revisiting early childhood experiences with money can help you blast through what is holding you back through awareness and self-compassion. Then using a vision of your “future self” we will begin to help you outline positive steps forward.
PART 4: BE ACCOUNTABLE TO ENSURE SUCCESS — (lecture and self-development exercises)
Learn how to develop good money habits that last. Setting up a process for accountability can ensure you actually make the changes you envision. Seal the deal by establishing a support team to make your goals become a reality.
PART 5: FIND YOUR VOICE BY INVESTING WITH PURPOSE — (lecture and Q & A)
Adopt an investing mindset to break through the confidence gap. You will discover that financial jargon needlessly complicates the investment process. Then we will apply everything you have learned to exploring Sustainable Investing. It is now possible to invest in values-aligned funds while actually making money.
