Our Programs

 

for companies, organizations & individuals

W$L inspires women to take concrete steps toward financial wellness via a unique format that de-shames money and recognizes that our financial lives are deeply integrated into other areas of our lives.  Our programs are facilitated in a non-judgmental and inviting format, enabling participants to understand they are not alone in their questions and challenges. 

W$L Immersion Lab

Our five-session immersion lab inspires women to take concrete steps toward financial courage by combining education in financial concepts with an exploration of the psychological aspects of money. Our safe/nonjudgmental, small group format enables financial courage and helps women understand they are not alone in their goals and struggles. In turn, women gain the confidence to set concrete financial goals and develop a plan to reach them.

Educational Pillars:

    1. Financial Literacy: Personal financial management: budgeting, saving & investing (including understanding fee structures), an overview of financial advisory professionals

    2. W$L’s Psychology of Money Toolkit: Personal financial history, financial values quiz, personalized needs inventory, exploring your money language, creating your financial north star, research on emotional intelligence strategies to reach goals

    3. Unique Financial Challenges for Women: Women are often paid less, have longer life spans, provide financial assistance to others, & keep too much money in cash. Yet when women do invest, we are better investors than men. Practice & learn negotiation strategies & help determine your market value.

The Power of Financial Courage

This 90-minute interactive program is focused on financial courage as it is often more important for women than actual financial knowledge because financial courage is what causes us to act.  This program explores the importance of financial courage, how to build it, reduce stress, and take concrete actions toward financial wellness.  Breakout group exercises and large group discussions enhance the learning.

Customize a Program for Your Company or Group

Our expertise is at the intersection of creating psychologically safe learning environments, financial literacy, and the psychology of money.  W$L was born out of our experience in the financial services industry as well as our passion for supporting women contending with the unique financial challenges they face.  We use our experience and passion to create customized programs that make a difference. 

W$L does not sell financial services products or take money from financial services firms to promote their products.  All programs are pitch-free.

Financial Advice & How much Does it Cost?

Understanding what we are paying for financial advice and who does what is a huge challenge for most people. There are many firms offering services to individuals with different products, pricing models, and obligations to clients.

This 90-minute program covers the different types of financial advisory firms, what service/s they provide, how much they charge, and what questions to ask. Fee structures are often complicated, so we break them down and help participants understand what they are paying and/or how to avoid hidden fees We also demonstrate how self-directed investing works and the pros and cons of going it alone.

 

Contact us about offering any of these programs to your employees, colleagues, or members.

 

Here’s what our Labbers say…