I believe women are stronger—and more impactful—when they have a confident, grounded relationship with their money.
Over the past two decades of working with women, a consistent pattern has emerged: money is often accompanied by anxiety, avoidance, or self-doubt. Not because women aren’t capable, but because most of us were never taught how to engage with money in a clear, supportive way.
Add full lives, businesses, careers, families, and transitions—and money easily gets pushed aside until it demands attention.
I’ve walked my own money journey, including periods of stress, uncertainty, and hard-earned learning. Creating this circle was a deliberate choice: to offer women a non-judgmental, compassionate space to build confidence, understanding, and ease—no matter their starting point.
This is not about perfection or comparison.
It’s about developing a relationship with money that feels steady, informed, and aligned.
Participants reported feeling calmer. They also reported feeling less stress and being more proactive when unexpected money situations arose.
Women described feeling more confident in speaking up and holding their ground in conversations around money decisions.
Women described feeling more engaged and intentional with their money decisions. They were more connected with what was happening in their financial life.
Participants often shared that it was helpful to learn they weren’t alone in their experiences.
Clarifying what truly matters to you—and how your money currently supports (or conflicts with) those values
Identifying and gently challenging the beliefs and narratives that shape your financial behavior
Intentional spending and saving, with special attention to values-aligned choices
Navigating irregular income, saving, and planning with more confidence
Practical habits that support clarity and stability
Education focused on what you want and need to understand
Schedule a brief introductory call. We’ll talk through your questions and see if the Women’s Money Circle feels like a good fit.
I get it.
Looking at money can feel uncomfortable, no matter your income level.
You might worry about what you’ll uncover—or fear that clarity will bring restrictions you’re not ready for.
And trust matters. You may not know who to trust yet—or even trust yourself.
It doesn’t have to stay that way.
Building awareness and understanding often brings relief, not pressure. And confidence grows step by step.
Education and awareness create a foundation for confidence, clarity, and choice.
Because this is a group experience, I like to begin with a short conversation.
The first step is simple:
Schedule a brief introductory call. We’ll talk through your questions and see whether the Women’s Money Circle feels like a good fit for you.
There’s no obligation—just a chance to explore.
No. Women participate from many different places. Some are just getting started, some are navigating a life transition, and others simply want a healthier, more confident relationship with money. You don’t need to have everything figured out before you join.
Many women join because they feel behind, overwhelmed, or unsure where to start. This is a judgment-free space.
The circle is designed to support honest conversations, learning, and growth—wherever you’re starting from. You are welcome to participate at the level that feels comfortable for you.
That’s perfectly fine. This program is designed to complement, not replace, any professional relationships you may already have. There is no expectation that you’ll become a client after the program.
Most women who join are already juggling a full life. In addition to the weekly 90-minute group session, there will be homework and personal reflection between meetings.
The homework is an important part of the process. It gives you time to reflect, explore new perspectives, and apply what you’re learning to your own life. Women who engage with the material between sessions often gain the most from the experience.
The Women’s Money Circle is currently offered online via Zoom. This allows women to participate from wherever they are.
I’ll record the teaching portions whenever possible so you can catch up if life gets in the way. That said, the real value often comes from the conversations, questions, and shared experiences during the live sessions.
If you know you’ll miss more than one or two sessions, you may get more value from joining a future circle.
We’ll complete a short onboarding process and have a private conversation before the program begins. This helps me understand your background, what you’d like to learn, and what you hope to gain from the circle.
Your onboarding information is confidential. What you choose to share during group discussions is entirely up to you. Some women share openly, while others prefer to listen and reflect. Both approaches are welcome.
The Women’s Money Circle combines personal support with the connection and shared learning that come from a small group experience.
You’ll receive:
The Women’s Money Circle is designed as a small group experience, typically with no more than six participants.
There is real value in hearing the questions, perspectives, and experiences of other women. Many participants find it reassuring to discover they are not alone in their concerns, challenges, or questions around money.
If you’re interested in exploring this work one-on-one, or bringing a Circle experience to an existing group, I’d be happy to discuss those possibilities during an introductory call.
Meredith Sims is an independent financial advisor, Registered Life Planner® professional, Chartered Financial Consultant®, and Chartered SRI Counselor® specializing in values-aligned financial planning and socially responsible investing.
She is passionate about helping women develop a confident, informed relationship with money and build financial foundations that reflect what matters most to them.
Meredith approaches money as both a practical tool and a deeply personal subject. Her work combines practical financial guidance with thoughtful reflection, helping women make money decisions that align with their values and priorities.
A lifelong learner, traveler, artist, and nature-lover, Meredith has lived in Perth, Brisbane, London, and Sydney before settling in Atlanta. She is a contributing author to several collaborative books and is currently writing a book exploring the relationship between money and meaning. She finds joy in gardening, painting, writing, and being on the water.