How to make money work for you — even if you grew up never talking about money.
The first time I ever sat in my accountant’s office was in the middle of my divorce in 2020.
I knew absolutely nothing about finances, much less my own. It truly was an F-word situation. Times a million.
It's a new day, friends. Turns out, I’m good at this, thanks to a lot of hard work and guidance from a hardcore team of financial experts around me.
I want to pass along some of the most important things I’ve learned to you via this course. Because, I know you can do this, too.
4 jam-packed video sessions
Each about 15 minutes.
questionnaires + checklists
A financial fitness assessment to jump start your planning.
Worksheets
Including debt management and financial security tools.
Financial resources
Tailor-made for women new to personal finance management.
Meet The Expert
We’re chatting with an actual financial planning ninja — Lindsey Leaverton — who is kicking butt and taking names as the Director of Wealth Management Services at The Miura Group. Lindsey helps her clients find the peace of mind that sustains them through the unknowns of life.
Course modules
Session 1
M.O.N.E.Y.
One of the greatest gifts we can give the world is for women to walk in the way of financial freedom.
We have to stop settling for scraps and acting as if we don’t deserve a seat at the wealth table.
SESSION RESOURCE:
- Financial Fitness Worksheet
Session 2
About That Debt
Debt is another four-letter word. How do you get yourself out of it across all categories?!
Through 4 steps
SESSION RESOURCES:
- Debt Management Worksheet
- Financial Security Worksheet
- Helpful Next Steps
Session 3
No Time Like the Present
Married, newly single, singling and mingling... whatever your story is right now, it's time to get out in front of it with courage and strength.
You can rise like a phoenix and soar.
SESSION RESOURCE:
- 5 Ways To Make Your Money Work For You
Session 4
The Future Is Now
Get practical steps for how to create savings plans from today through your legacy planning.
SESSION RESOURCES:
- Education Savings Plan
- Estate Planning Worksheet
- Beneficiary Financial Checklist
This Is For You If:
You don’t know your bank account number by heart.
You let your significant other handle all the finances.
You’re overwhelmed by debt.
You need an estate plan, but don’t know where to start.
You have a comfortable income, but thinking about retirement savings puts a pit in your stomach.
“Being intentional about money is not about a scarcity mindset. It’s not what you can’t do, it’s about what you can do. The choices we make today impact tomorrow.”
