Learn to invest in what matters,
with women who get it.

Join Megan & Jina’s Circle, a small-group experience built around Investing for Impact—a trusted course where you’ll grow your confidence and align your money with your values.

Join Now

Why Circles Work

Investing can feel intimidating, but it doesn’t have to. Circles create a rare space where women feel safe talking about money, asking real questions, and growing in confidence together.

Each Circle is small, supportive, and led by a peer who’s walked this path before. You’ll learn, reflect, and take action in community—free from judgment, jargon, or pressure.

Because financial power doesn’t come from going it alone. It comes from connection, clarity, and the courage to start.

What’s Included for $125

✔️ A 3.5-month experience with 7 live, small-group sessions
✔️ The full Investing for Impact curriculum
✔️ A personalized workbook + expert-vetted tools
✔️ Guidance and support from your Circle Leader & Guest Expert, Megan & Jina
✔️ Access to the Invest for Better community + events

When and How We’ll Meet

The Circle will meet in-person every two weeks beginning in September. We’ll choose a weekday evening based on what works best for the group. Each meeting will take place either in Megan’s home in St. Paul or Jina’s office in Minneapolis.

What To Expect From Your Circle

One of the best parts of this experience is the women you’ll meet along the way. Your Circle will include 8–15 women who care deeply about building a better future and are ready to explore how their money can help make it happen.

Megan’s Vision for This Circle

This in-person Circle will be side-by-side, peer learning about money and alignment with one’s values. Every circle member will bring knowledge, questions, and curiosity to make positive and concrete changes in “voting with our wallets”. We’ll support each other! We’ll also create space for laughter and sharing stories with one another.
~Megan

Meet Your Circle Leader and Guest Expert

Megan Powers

Megan works part-time as the Executive Director of the Hallett Charitable Trusts and runs her own consulting practice on values and leadership, facilitation, restorative justice, and community engagement. Megan is a former Rotary World Peace Fellow and Fulbright scholar. Past professional experience is in the foundation and nonprofit sphere including the McKnight Foundation, Grassroots Solutions, the Advocates for Human Rights, AAPIP, and the Internet Society Foundation. She loves music and time outdoors with her family.

Jina Penn-Tracy

Jina Penn-Tracy is the co-founder of Centered Wealth and a financial advisor who has specialized exclusively in Sustainable, Responsible, and Impact Investing since 2004. She is passionate about helping clients align their financial decisions with their deepest values, empowering them to fulfill their life’s purpose while creating meaningful positive impact.

Centered Wealth and Vanderbilt Financial Group are separate and unaffiliated entities. Jina Penn-Tracy is a registered financial advisor under Vanderbilt Advisory Services and a registered representative under Vanderbilt Securities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. For additional information on services, disclosures, fees, and conflicts of interest, please visit http://www.vanderbiltfg.com/disclosures.
Join Now

Investing Is Personal. And It’s Powerful.

When women take charge of their financial lives, everything shifts.

🌟 We gain confidence.

🌟 We build real wealth.

🌟 We use our money to shape a more just and joyful world.

This isn’t a finance seminar or a one-size-fits-all plan. It’s a guided, supportive journey inside a small group of women—your Circle—where you’ll connect, learn, and take meaningful action.

Because when we invest for impact, we don’t just grow our wealth, we help change what’s possible.

What Makes This Different

Investing for Impact makes values-aligned investing more accessible, personal, and doable. The course gives you the tools. The Circle brings it to life—like a book club, but for your financial future.

Over 2,000 women have gone through this experience—and it works. Here’s why:

  • Designed for women by women

  • Grounded in real conversations and emotional connection

  • Easy to follow with minimal prep (just 30-60 minutes of self-study per session)

  • Packed with practical tools you can use immediately

  • Backed by experts who have your back

  • Centered around action—so you’re never just learning, you’re moving forward

Join Now

Our money has power, so let’s use it.

Because when we invest, we do more than build personal wealth. Right now, most money is tied up in systems that put profits first, not people. But when we invest for impact, we can change that—shifting industries, influencing decisions, and building a future that works for us.

What happens when we invest with intention?

  • Women entrepreneurs get the capital they need to thrive

  • Companies that prioritize racial and gender equity grow stronger

  • Sustainable housing, clean energy, and other community-driven solutions reach the people that need them most

A Peek Inside the Course

In seven powerful sessions, you’ll reflect, learn, and take action in a space that feels real, supportive, and yours. It’s honest. It’s personal. And you won’t do it alone.

  • Meeting 1: Understanding Your Money Story

    You’ll kick things off by connecting with your Circle and exploring your relationship with money. Begin the courageous (and often liberating) process of rewriting the stories that have shaped your financial life. Expect connection, reflection, and a sense that you’re not alone. 

  • Meeting 2: Taking Inventory

    This session is a true eye-opener. You’ll map out where your money is currently invested—many for the first time—and begin to see how your dollars are working in the world. What you learn here often sparks a lasting shift in perspective. 

  • Meeting 3: Beyond the Dollar

    In this session, we’ll uncover how financial institutions use your deposits and help you evaluate whether their values align with your own. You’ll leave with practical steps to regain agency over where your money sleeps at night. 

  • Meeting 4: Exploring the Stock Market

    Whether you’re a total beginner or you’ve been investing for years, this session will likely surprise you. From mutual funds to ETFs, we break down how the market works—and how it can work for you. You’ll walk away with tools to evaluate your portfolio with confidence. 

  • Meeting 5: Values-Driven Public Equities

    You don’t have to choose between doing good and doing well. This session shows you how to align your public investments with your values without sacrificing returns. 

  • Meeting 6: Private Investing for Direct Impact

    Crowdfunding, private equity, angel investing—welcome to the side of the investment world most women never get to see. Whether you dive in or not, you’ll learn what’s out there and why it matters. 

  • Meeting 7: Financial Advisors & Next Steps

    Not all financial advisors are created equal—and not everyone needs one. You’ll get clear on what kind of support (if any) you want going forward. Then, you’ll complete your personalized workbook and commit to next steps that feel authentic, doable, and exciting. 

Join Now
Not quite ready? Join IFB for free and stay inspired!

You don’t have to have it all figured out to take the first step. If you’re curious or just want to stay in the loop, we’d love to stay connected. As a free member, you’ll get our Getting Started Guide, monthly newsletters with updates and tips, invitations to free webinars and upcoming courses, and access to a community of like-minded women.