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Comprehensive Planning
Sustainable Investing
Membership Pricing
Free
Webinars
Conversation Circles
Volunteer
Days
Appreciation Events
Free Webinars
Dig a little deeper into popular planning topics during our quarterly live webinar series, or watch the archives:
Budgeting for Irregular Income
Learn how to plan for and use your bonus, production or commission payments without blowing your budget.
Sustainable Investing 101
Get the basics and begin changing the impact of your investments.
Buying Your First Home
From dreaming to closing – find out everything you’ll need to know about making one of the largest purchases of your life!
Starting a Business
Have an idea and want to build it? Here’s what you need to consider as you start your business.
Understanding Your Stock Options
Employee Stock Purchas Plans, Restricted Stock Units, Stock Options, and more – find out the tax impact and what choices you need to make now.
Conversation Circles for Women+
Change the conversation about money and your life. Gather with us quarterly as we talk collaboratively and authentically about important and meaningful topics to you. This is a space where women+ can encourage, challenge, and support each other—it’s personal finance beyond the numbers. Some example topics include:
Discovering Your Money Story
We all have stories we tell ourselves, that we grew up with, or have built for ourselves—either consciously or unconsciously. Here we can explore the stories we tell ourselves: which ones are helpful? which ones are hindering us? Are there any stories you’d like to rewrite?
How To Have Hard Money Conversations With Loved Ones
You may be expecting it, or you may not see it coming. Explore how to help friends and family by having authentic conversations with them about money. Build your toolkit and share your experiences to learn from each other.
How Much Is Enough?
We all have different answers to how much is enough. It can depend on your circumstances, your vision for the future, and where you’re coming from. Here we discuss what the elements are that help us define our personal “enough” and ways to build a life of abundance.
What’s Your Worth? Advocating for Ourselves
Whether it’s a conversation with a loved one, or negotiating for a new job or promotion, it’s always easier to advocate for someone else. Let’s discuss strategies you can use to advocate for yourself – and ways that you already bring value even if, and especially when it’s not financially quantifiable.
Volunteer Days
Spring Tree Planting
Annual Arbor Day is the last Friday in April. Use and develop your green thumb to help your community.
Meet with Elected Representatives
Take an important step by building a relationship with your local elected representatives.
Girls and STEM
Help girls with the M in STEM – our partner programs are always looking for long-term math mentors.
If you have a particular interest or would like to help lead a new initiative, please contact us!
Appreciation Events
We want to celebrate all the good you’re doing, and thank you for joining us on this journey!
Annual Appreciation
Learn from an expert about your [new] favorite wine, or take a cooking class all from the comfort of your home. Events change every year!
Costume Spooktacular
Have fun with one of the year’s best holidays! Share your costume with other members and compete for prizes.