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Money Moods is an opportunity to zero in on what's important.

A guided program and methodology, Money Moods helps you reset your financial footing, recolor your outlook, and reclaim your life.

Step 1

The Money Moods experience starts with a 11-question quiz designed to uncover valuable information about your dominant Money Mood. The quiz is the first step in the process of gaining clarity around your spending and saving habits and the underlying emotions driving them.

Step 2

The quiz is followed by a 10-minute Money Chat to discuss your Mood and action items.

Step 3

With a clear understanding of your dominant mood and habits, the next step is a 45-minute Money Conversation to explore your financial challenges and goals. Do you want to pay off debt? Build your retirement? Buy a second home? Start a business? Travel more?

Then…

Together, we create a financial pathway that guides you toward achieving your short and long-term aspirations while increasing your knowledge base along the way. You’ll learn to keep yourself accountable and find out what it feels like to live with more control.

Money Moods features four program levels to fit your current needs: Embark, Essential, Advanced, Premier.

 

You’ll benefit from a customized plan with systems, resources, spend & save accounts, and one-on-one coaching from a CERTIFIED FINANCIAL PLANNER™ professional at every level of engagement. Our Methodology Sessions cover everything from major purchases and investing to legacy and retirement planning, while our Level-Up Toolkit introduces you to our Money App.

 

You can take advantage of special events, retreats, and our popular small group gatherings, known as Women, Wealth & Wine, where you can get to know other females with similar Money Moods aspirations.

 

Getting comfortable with your financial journey prepares you to thrive in all the chapters of your life.

 

Reset your mindset and get in the Money Mood to improve your financial well-being.