At this critical time in our history, we need to draw on our personal and financial capital more than ever to bring about change. When we harness it consciously, I believe wealth can be an incredible tool for both personal and societal transformation.
As we are all trying to figure out how we can best rise to the challenge, being part of a community which provides education, inspiration and support can bolster us. This fall, I am opening up the Women with Capital® community to new members and am looking for women who would answer “yes” to any of these questions.
Would you like to draw on the power of aligning your values with your investments?
Amplify the good you are doing with your philanthropy?
Are you looking for a trusted community of women who share your interests and concerns? Would you like to have meaningful conversations about wealth that you may not feel comfortable with having in other places in your life?
If you would like to become more intentional about your money and would enjoy being part of a learning community with other socially progressive women, let's talk.
“I love being part of Women With Capital. It’s so empowering to learn in community with other women. I am inspired to take control of our wealth and invest in racial, economic and environmental equity.
For the first time, I am excited about investing and am beginning to step into my own power. Being part of Women with Capital helped shift any sense of fear, shame or burden I had around wealth into a sense of power, meaning and purpose. ”
Membership includes:
Women with Capital is a private membership organization based on a cohort model so you don’t need to learn alone. I curate each group personally by taking the time to get to know you. Each group is made up of thoughtful, smart women that you might not have had the opportunity to meet otherwise and who can be lifelong connections for you.
Benefits include:
Signature Educational Series : During the foundational online six-week series, you'll build a great foundation beginning with how you relate to wealth and then exploring the many ways you can have impact with your capital. You'll learn from leading experts in the fields of psychology of wealth, impact investing, strategic philanthropy, and angel investing.
Guest Speaker Meetings where the whole Women with Capital community meets to have private discussions with pioneering women investors and philanthropists. Together, you'll have access to expert instructors and speakers who are enthusiastic about supporting you and your goals.
In-person Women with Capital Member Retreat: A new tradition, we'll gather together for a retreat focused on connection, inspiration and new insights. The Member Retreat includes members from all cohorts. It is included in your membership.
Confidential Member Forum to ask others for personal recommendations, share successes and challenges.
Membership in a powerful network of socially progressive women dedicated to making a difference.
For additional details, please take a look at our FAQ page and How to Apply.
We will explore topics including:
The psychology of wealth. Explore your values and emotional relationship with your wealth. Get a clear sense of your "financial identity" and how it impacts your financial decisions, and affects your relationships.
Investing fundamentals. Gain fluency in the language of investing, learn how to better partner with your advisors, and become more comfortable asking the questions that help make you a more intentional investor.
Strategic philanthropy. Gain new ideas and tools for amplifying your current giving, refine your philanthropic goals using a customized framework and exchange insights with other inspiring donors and nonprofit board members in the group.
Impact investing. Delve into the many ways you can align your investments with your values without sacrificing financial returns. Discover how to make a difference through impact investments including publicly traded stocks and bonds as well as private debt and equity. Learn from the instructor’s journey in transitioning her portfolio to values-aligned investments and her lessons learned along the way.
Angel investing. Get introduced to ways you can influence which diverse startup founders and early stage companies are funded. Learn the basics of angel investing including how to evaluate companies and build a portfolio. Experience the fun of angel investing through engaging with innovative female founders.
Throughout the series, you will have the opportunity to participate in the kinds of confidential, facilitated discussions on topics around wealth that you may not feel comfortable having with your friends or family. Women with Capital provides you the safe space to learn, ask questions, share your own experiences, and create personal plans that are in line with your values.
We are committed to offering:
A Pitch-Free Zone. Instructors are compensated for their expertise, there is a single fee for membership and pitches of any kind are strictly prohibited.
A Judgement-Free Zone. You create a personal plan based on your own desires and goals. There are no directives. We know the most impact happens when you have the tools to make your own choices and decisions.
A Private Safe Zone. We will provide you with a confidential space to discuss what matters most to you in an environment of mutual respect and trust.
If you are interested in exploring joining us this fall, the first step is an informal conversation with me to answer any questions you have and see if Women with Capital is a match for you. I’m scheduling calls now and will look forward to connecting with you soon!
Warm regards,
P.S. I limit the size of each cohort so we can have the type of frank, open, and confidential discussions that are a hallmark of Women with Capital. This is the only cohort each year, so please e-mail me if you are interested in joining or have any questions, or feel free to schedule a call with me here.