WEALTH CIRCLES

Feel empowered with your wealth

Connect with a group of like-minded women who are growing in knowledge and confidence around wealth and money. Every month we discuss a different topic that empowers you with your wealth.  

Surround yourself with women who are leveling up

Connect with women who are taking charge of their financial future, and are committed to creating an invested community.

Are you prepared for a financial windfall?

Learn wealth options for receiving an inheritance, lump-sum pension payout, insurance settlement, or the sale of a family home. 

Due for a promotion in your job?

Gain knowledge in how to manage additional income so you can maintain wealth into your future.  

Is your business taking off, or are you selling it for a profit?

Make business decisions with financial wisdom and the support of like-minded women.

What l enjoy the most is it’s women centered. The focus is on us and I feel safe to ask questions without being made to feel dumb. I’m grateful how much Shannon pours into us and it truly feels aligning. There is something so special about these women that are in Shannon’s network. Very open and inclusive as well as total bad ass boss energy that is contagious.

—Dawn Johnson

JOIN US

What do we talk about?

  • Re-writing your financial story
  • Stepping into your worth – addressing the pay gap & negotiating 
  • Creating your Personal Board of Directors 
  • Financial planning and the right questions to ask 
  • Setting goals and allowing for flexibility
  • Life Transitions and how to plan for them 
  • Taxes and why you should care 
  • Estate planning and why you should care about legal documents
  • How cashflow is important to your financial plan
  • Executive compensation plans and what you need to know 
  • Investing with purpose; how to consider risk vs. reward
  • Strategic charitable giving
  • Planning for when you can no longer manage your finances 
  • Real estate or angel investing and when its a good alternative to your portfolio 
  • Insurance planning 
  • Writing your own Wealth Vision statement

Wealth Circle Meeting Information

Where: Hybrid Virtual (anywhere in the US) via Zoom or in person (Minneapolis) at Modernwell 

Join our waitlist

Our Wealth Circles are currently full.

We invite you to add your name to our waitlist.

You will be notified of our next Wealth Circle session in 2023!

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