Women’s Money Circle
Women's Money Circle
A 7-week journey to take charge of your money
Are you tired of:
avoiding or worrying about money?
not taking action to engage with your money?
operating in a fog when it come to money?
feeling shame around your money actions or inactions?
lacking confidence about your money knowledge?
Would you like to:
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Feel more confident in your financial interactions.
Reduce your money stress.
Be better able to avoid costly financial mistakes.
Know where to look for and plug your money leaks.
Know how to evaluate different financial options.
Understand your capacity for risk so you can take the right actions in growing your money
Understand where your money and your values intersect and how to direct your money according to your values.
Why a Women’s Money Circle?
I believe women are stronger when they have a powerful and confident relationship with their money. Feeling strong and supported allows us to make a greater impact in the world.
Over the twenty or so years that I have been working with women, I’ve noticed a common theme: there can be anxiety, shame, avoidance, or inexperience around different facets of money. We aren’t taught about money or finance in school, and in our adult lives, our time is often consumed by business, career, family, and other interests. Personally, I’ve grown through my own money journey and have experienced the stress and shame that can accompany bad decisions or hard financial times.
My intention behind creating this program is to raise the level of confidence and ease for women around money. This includes addressing the anxieties and worries that women might have, irrespective of their income or assets. Along with my years of experience as a Financial Advisor providing financial planning and investment management services, I have a unique ability to hold space for women in a non-judgmental and compassionate way.
Past money circle participants reported:
- feeling far less stress than previously encountered when dealing with an unexpected event around money
- greater confidence in standing their ground in conversations around money
- a new awareness and engagement with their cash flow and daily money activities
- as the series progressed, feeling calmer and more engaged with their money
- feeling surprised by how comfortable they felt sharing and how hearing other women’s comments made them feel less ashamed.
I get it.
It can be stressful to look at money, no matter what income level you are at.
Maybe you’re afraid of what you’ll find out or worry that there may be restrictions you’re not ready for. I mean who wants to budget, right?
Or maybe you don’t know who to trust. Or maybe you don’t trust yourself!
It doesn’t have to be that way.
in this 7-week transformational program we'll cover:
Money + Values – what do you value and how does that impact how you use your money? How does that relate to what you are doing now?
Uncovering (and dispelling) your Money stories.
The Cash Flow puzzle – intentional spending, saving, and aligning with your values.
The challenge for non-salaried women in saving, spending, and budgeting.
Good financial practices to follow.
Financial basics – education geared to what you want to know.
The first step is simple, use the link below to set up an introductory call.
I’ll answer your questions and together we’ll get a sense of whether the Women’s Money Circle is a fit for you.
Schedule a call
Building mindfulness around where your money goes and what you’re getting from it in return has the power to transform your relationship with money.
Getting educated about how to manage your money will bring you a new-found confidence in life as you move forward with a solid foundation supporting you.
Frequently asked questions
I will record the teaching moments of a session if you cannot be there. However the power of the circle is in the comments, questions and discussions that arise. If you cannot be there for at least six (6) of the seven (7) weeks, you might be better supported by waiting for the next series.
To be clear about the process, I am a fully licensed professional financial advisor and investment manager. This is important for several reasons, beyond the wealth of experience I have in working with women (see also next question re personal information).
There is no expectation for participants to engage in further financial planning or investment management services with me. My interest and desire in creating these circles is to empower women in their relationship with money.
As a professional operating under the regulatory guidelines of the SEC and FINRA, the process will include a detailed client profile and agreement, signed by you. This is confidential information gathered during our first one-on-one call. This initial call will also allow me to clearly understand your background, interests, and any challenges you face, which will help guide the circle process. Your information will remain confidential unless you choose to share it during our group calls.
If you are like most of my clients, you rarely stop being busy. The series is intentionally focused over a short period of time and there will be some supporting work for you to do most weeks. This focused timespan and personal work supports you in moving forward in your relationship and engagement with money. My heartfelt desire is for you, as a participant, to elevate your relationship with money, to feel empowered, confident, and at ease with your resources, and to be clear about any actions you might need to take.
- We’ll start with an initial 1-on-1 onboarding. Your money profile, what is most important to you, what you want to learn and uncover. Oh, and a little paperwork 😊.
- Followed by 7 consecutive weeks of 1 ½ hour group calls, with some supporting personal homework.
- A 30-minute 1-on-1 call mid-program to answer your pressing personal questions.
- On completion, a 1-on-1 personal call, final questions, and next steps.
- An anonymous initial questionnaire will be provided to ensure top priorities for the group are considered.
This is a small group program, typically with no more than six participants. There is power in the questions raised and conversations that are generated by other women and in seeing that you are not alone in your concerns or struggles around money.
If you want to bring this to your own group, or alternatively would like to do this work one-on-one, you can still use the contact link to set up an introductory call with me, to explore those options.
About meredith
Meredith Sims is a Chartered Financial Consultant, a Chartered SRI Counselor, and an independent Financial Advisor specializing in Financial Planning and Socially Responsible and Impact Investing.
She loves empowering women to step up and take charge of their money, helping them to build a solid financial foundation aligned with their values. Her love of nature and compassion for each living being drives her interest in spending and investing money in a meaningful and earth-friendly way.
As an advisor, Meredith has long been interested in the subject of money from the perspective of conscious connection, using money as a tool and platform to support living a fully expressed life, whatever that may look like for each unique individual—building wealth and building a wealthy life.
A spiritual seeker and artist at heart, Meredith came to Atlanta, GA by way of Perth, Brisbane, London, and Sydney. She believes in the beauty of seeing the individual, the inherent goodness in humanity and that living a fulfilled, joyful life is a birthright, while not necessarily an immediate destination. She loves getting on a plane and traveling somewhere, has been working on mastering the French language for many years and no doubt will be for many more. She loves to garden, create, paint, and write, and her happy place is on the water. She was a contributing author for the collaborative books Wholehearted Wonder Women, Courage, Confidence & Creativity at Any Age and Wealth Codes, Sacred Strategies for Abundance. Her own book about money is a current work in progress.