Overview This course is intended for women who want to go back to the basics and establish a strong financial foundation before they modify their investment strategy or make new investments. Course Structure The Financial Planning Basics course is a 3-part series that will be supported by monthly Circle discussions. Members can ask questions on […]
Overview This course teaches you how to discover more about what you currently own in the stock market, and shows you how to use freely available online tools to find and replace some (or all) of your stock holdings with more values-aligned investment options. It also shows you how to use your position as a […]
Overview This course will introduce you to the angel/venture capital (VC) model of private equity investing, including the foundational terminology and concepts you need to know as an investor in early-stage businesses. It will also explore some of the other financial structures you can use to invest in companies that are not traded on the […]
Overview This deep dive course is intended to help you clarify what you want from your financial advisor and then take you through the steps to find an advisor that is a great fit for you. The course takes place within a trusted community of like-minded investors. You will go through a series of exercises […]
Overview This course will offer an introduction to the racial wealth gap in America and the role our money can play in addressing systemic racism. Participants will learn about the economic origins of the current racial wealth gap, features of systemic racism in America, and race-equity-focused investment opportunities that are available across asset classes. Participants […]
One of the first exercises our members carry out when they participate in an IFB Circle is prioritizing their values. The goal of gender equity rises to the top repeatedly. Many women are passionate about supporting and uplifting other women, and they show up around that value in a myriad of ways. That ethos is […]
This month’s Activation speaker, Kimberly Gluck, has been at the forefront of using our financial assets to make the world a better place for almost her entire career, and she has learned a lot along the way. Not only does she have insights into the values-aligned investment landscape, she has a thing or two to […]
Kate Barron-Alicante is a financial advisor with Abacus Wealth Partners. She is also a contributor to Activate Your Money, having written the earliest versions of what became Chapter 2: Your Relationship with Money. And that is because she has a real passion around money, family, and the stories that make us who we are. You […]