What is a Money Mood, and how can it empower you to take charge of your financial future?
An emotional and psychological impression that frames your general financial perspective, your Money Mood triggers your desire to spend, save, give away, or ignore. Regular spending and saving patterns indicate which of the five Money Moods is your dominant emotion: Spontaneous, Generous, Dreamy, Guarded, or Passive.
With guidance from the Money Moods program, you’ll reset your mindset to create a master plan that fits your dreams by orienting your values and goals with clear-cut strategies and action steps. You’ll learn to put fear and stress behind you, build financial momentum, and become the CEO and CFO of your life.
Choose from four program levels—Premier, Advanced, Essential, or Embark—and select the one that best suits your current financial situation. Each level includes Personalized Methodology Sessions and/or bi-monthly virtual Group Talks. You’ll benefit from Accountability Coaching, Spend & Save Accounts, a Level-Up Toolkit with a Money Map, an Investor Style Assessment, and an easy-to-use Money App.
Start shaping your financial future. Choose the level that’s right for you.
Premier
For financially focused females with $500K in manageable assets
Premier
A 12-month programfor financially focused females with $500K in manageable assets
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24 1-hour Personalized Methodology Sessions
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Virtual Group Talks
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Weekly Accountability Coaching
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Investment Portfolio Management (separate fees may apply)
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Financial Team Collaboration
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Priority Advisor Access
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Spend & Save Accounts
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Community Event Access
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Level-Up Toolkit featuring T.A.L.K. Materials, a Money Map, a Money App, an Investor Style Assessment, Legacy Value Cards, and a Prism Questionnaire that helps with managing multiple Money Moods
Advanced
For financially focused females with $250K in manageable assets
Advanced
A 12-month programfor financially focused females with $250K in manageable assets
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24 30-minute Personalized Methodology Sessions
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Virtual Group Talks
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Bi-Weekly Accountability Coaching
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Investment Portfolio Management (separate fees may apply)
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Spend & Save Accounts
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Community Event Access
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Level-Up Toolkit featuring T.A.L.K. Materials, a Money Map, a Money App, an Investor Style Assessment, Legacy Value Cards, and a Prism Questionnaire that helps with managing multiple Money Moods
Essential
For financially focused females with $125K in manageable assets
Essential
A 12-month programfor financially focused females with $125K in manageable assets
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12 30-minute Personalized Methodology Sessions
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Virtual Group Talks
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Bi-Weekly Accountability Coaching
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Spend & Save Accounts
-
Community Event Access
-
Level-Up Toolkit featuring T.A.L.K. Materials, a Money Map, a Money App, an Investor Style Assessment, Legacy Value Cards, and a Prism Questionnaire that helps with managing multiple Money Moods
Embark
For females ready to embark on a financially focused future
Embark
A programfor females committed to becoming
financially focused
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Self-Guided Journey through the Money Moods Toolkit with introductions to Bucket Strategies, Money App, Investor Style & T.A.L.K. Materials
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Bi-weekly Virtual Group Talks with Financial Topic Q&A
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Access to Community Events
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Add one-on-one quarterly methodology sessions for an additional cost