WEEK 01

Step Into our sheconomy

You’ve seen headlines that depict a different world: one where women have always been equal economic partners.

This week is about choosing to make that vision a reality — together.

This first week is an opening. A way of saying: I’m paying attention. I’m in.

ACTIONS

Take one step:

Join the campaign

Sign up to officially join the movement. Every week, you will receive an email connecting you back to the weekly actions. You’ll also receive invitations to live conversations with financial experts and opportunities to connect with women across generations and communities. You start by adding your email to the list.
Build on it:

Share the headlines

Choose one (or more!) sheconomy social posts or images and share them with your friends, family, or community. You don’t need the perfect caption. Simply passing along a headline that stopped you in your tracks is enough. Let them know there is another way to see the world — and we’re talking about it now.
Shift patterns:

Tell the story behind the headline

If you feel moved to go further, create a short video or post responding to a headline that resonates with you. Share why it caught your attention, what it reflects about your life, or what you wish had been true for the women who came before you. When women attach their own voices to these ideas, they stop being abstract and start becoming real.

WHY THIS MATTERS

Movements don’t begin with everyone doing everything. They begin when enough people decide to show up visibly, even in small ways.

For generations, women’s economic experiences have been fragmented: kept private, individualized, or minimized. The our sheconomy campaign changes that by making women’s financial lives collective, visible, and discussable. When you add your name, share a headline, or tell a story, you’re helping shift money talks out of isolation and into relationships.

These early actions may feel simple, but they are not small. They create momentum. They invite conversation. They remind other women that their questions, hopes, and frustrations around money are not personal failures, but shared experiences waiting to be transformed. The campaign doesn’t ask women to be louder, more confident, or more polished. It simply invites us to be present. And presence, when multiplied, becomes power.

COMING UP:

Virtual Launch Rally

Our 14-week journey begins with a powerful moment of connection. 

On March 5, women, allies, and partner organizations will gather for a live virtual kickoff designed to set the tone for the weeks ahead and spark the energy of change across our communities and platforms.

This rally will officially open the campaign by welcoming participants and sharing the vision behind our sheconomy. A featured keynote will explore why women’s economic power is one of the defining forces shaping the future of our economies and communities. You’ll also hear from a panel of campaign partners who will share the personal and organizational “why” behind their involvement, followed by a live moment where participants are invited to make a simple public commitment to the journey ahead. 

Visit the Events page for details and registration.

WHAT COMES NEXT

Each week of the 14-Week Challenge will build from here, moving from imagination, to reflection, to concrete shifts in how we relate to money, institutions, and one another. You’ll be invited to take one step, build on it, and, over time, shift patterns that no longer serve you or the world you want to live in.

For now, this is enough: Joining. Sharing. Letting yourself be counted.

Welcome to the our sheconomy campaign: led by Invest for Better, joined by over 120 companies aligned with women’s financial power, and shaped by women like you.
WEEK 02

Clarify Your Money Intentions

You’ve imagined our sheconomy. Now it’s time to begin building it — starting with your life.

This week we’ll explore what you wish to achieve by feeling more confident with money, for yourself and for the world around you. You don’t need to have the answers right now. That’s what this journey is for.

ACTIONS

Take one step:

Name what confidence would change.

Set aside a few uninterrupted minutes and write a short paragraph in response to this question: If I felt more confident with money, what would change in my life and my community? There’s no right framing and nothing to fix. This is simply a moment to let what’s already inside you come into view.
Sign up to get weekly reminders and event update.
Build on it:

Notice the pattern beneath the surface.

As you reflect on what you wrote, see if one money pattern gently reveals itself—a habit, a belief, or an avoidance that may be keeping that vision at a distance. This isn’t about fault or failure. It’s about seeing clearly enough to recognize that you have choices, and that something different is possible.
Keep the conversation going. Share a headline.
Shift patterns:

Let someone witness your reflection.

If it feels safe, share what you discovered with one trusted person. Speaking it aloud changes how it lives inside you. What was private becomes more real, more present, and easier to act on. This is how intention begins to turn into agency.
Let others know you took action. Invite them to join.

WHY THIS MATTERS

Many women don’t lack discipline, intelligence, or values when it comes to money. What they often lack is space to reflect, language to name what they want, and permission to talk about it openly.

Without reflection, money decisions stay reactive. We default to what feels safe, familiar, or socially acceptable, even when it doesn’t feel quite right or match our deeper priorities. Clarifying what confidence would change for you creates a north star: it gives meaning to future financial choices and makes trade-offs easier to navigate.

Sharing that reflection matters too because money shame thrives in silence. When women speak their thoughts aloud, even imperfectly, fear loosens its grip. Confidence grows not from knowing everything, but from being in relationship with your own intentions and letting others witness them.

WHO CAN HELP

Money coaches or your financial advisor, if you have one, can be valuable partners as you clarify your intentions and explore next steps.

You can find examples and learning tools in our sheconomy Resources page curated to support this week’s actions (use the filter for Week 2).

As always, we encourage you to do your own research before making any financial decisions.

WEEK 03

Break the Silence Around Money

Many women don’t see themselves as investors. Yet if you have a bank account, a retirement account, or savings, you already are one.

What often holds us back isn’t capability, but reluctance: the sense that money is complicated, intimidating, boring, or somehow not meant for us.

Silence reinforces that story.

This week, we invite you to step into ownership —  and to start talking.

ACTIONS

Take one step:

Name what’s been unspoken

Name something you’ve been afraid to admit about money, even if only to yourself or in a journal. A question, a fear, a goal, or a feeling you’ve never quite named. Then share it with a friend. Notice what shifts inside you when the silence lifts.
Sign up to get weekly reminders and event update.
Build on it:

Normalize the conversation.

Have a money date with your partner, spouse, or close friends. Asking them how they feel about saving, investing, or giving in a relaxed environment helps difficult conversations flow easier.
Keep the conversation going. Share a headline.
Shift patterns:

Model money openness.

Help make money conversations safer and more visible for others. Invite a younger woman in your life into an open conversation about money, giving her space to name her fears, questions, and goals. And where you have influence, encourage a board, team, or community you’re part of to make money discussions more transparent and routine.
Let others know you took action. Invite them to join.

WHY THIS MATTERS

Many women hesitate to fully claim the role of “investor,” even though we are already making financial decisions every day. Research consistently shows that when women do invest, we tend to perform better than men over time, often because we take a thoughtful, long-term approach.

For generations, women were taught (directly and indirectly) that money talk was inappropriate, uncomfortable, or off-limits. That silence creates isolation and self-doubt, making it easy to believe we’re the only ones who don’t understand.

When women talk about money, we discover that our questions are shared, our concerns are common, and our knowledge is deeper than we thought. Confidence grows through dialogue — not perfection. And as confidence grows, so does agency.

COMING UP:

Let’s Play

Many of this week’s actions surface something deeper: long-held assumptions, half-remembered rules, and financial myths we may never have questioned about risk, readiness, and who investing is really for.

On April 9, we’ll gather live for a Financial Power Game: an interactive, game show–style experience designed to make financial literacy engaging, social, and fun. This 60-minute session blends education and entertainment through myth-busting, scenario challenges, and friendly competition, guided by trusted finance experts.

As a bonus, there will be prizes along the way to celebrate participation and curiosity!.

This session is designed to support exactly what you’re practicing this week: learning out loud, challenging assumptions, and realizing you don’t have to navigate financial power alone.

Visit the Events page for details and registration.

WHO CAN HELP

Two books, The XX Edge and Women Money Power, offer helpful perspectives on how financial systems have historically overlooked women, and why new approaches matter.

Many women navigate money decisions with a partner. For those exploring finances as a couple, programs like Healthy Love & Money offer tools and guidance.

As you work through this week’s actions, you’ll also find supportive communities, podcasts, and learning resources on the Resources page (use the filter for Week 3).

As always, we encourage you to do your own research before making financial decisions.
WEEK 04

Spend Money with Awareness

Every day, your money is already expressing something: what you value, what you prioritize, what you’ve inherited, and what you’re slowly outgrowing.

This week we’d like to instill more awareness and intentionality to the everyday choices you’re already making, and noticing how closely (or not) they line up with what matters most to you now.

Awareness is the bridge between values and action. Let’s walk it together.

ACTIONS

Take one step:

Notice Where Your Money Goes

Spend 15–20 minutes reviewing your credit card or bank statement. Look for recurring charges or subscriptions that you forgot about or that are no longer serving you, then cancel them. If you feel comfortable, you can share what you found or how much you saved with close friends or on social media platforms.
Sign up to get weekly reminders and event update.
Build on it:

See the Patterns Beneath the Choices

For one week, track your spending lightly. Label each purchase as: need, joy, habit, or values-aligned. Look for patterns in how your money expresses your priorities. What surprises you? What feels affirming? If it feels right, share your discoveries with friends or on social media.
Keep the conversation going. Share a headline.
Shift patterns:

Choose One Small Act of Alignment

Choose one spending swap. Replace a routine purchase with an option that reflects your values (eg. local, women-owned, community-based, or more sustainable.)
Let others know you took action. Invite them to join.

WHY THIS MATTERS

Your spending habits are a live reflection of your values. It’s also where unconscious habits — formed by culture, convenience, or past necessity — tend to linger the longest.

When spending stays unconscious, it quietly reinforces patterns we may have outgrown. But when we bring awareness to it, even briefly, something changes. When we slow down enough to see our spending patterns clearly, something powerful happens: we begin to shift from default behaviors to intentional ones.

These small moments of awareness matter because they’re immediate and tangible. You don’t have to wait months to feel the impact. Each aligned choice, however modest, reinforces a deeper truth: you are not separate from your money decisions; you are shaping them every day.

COMING UP:

Financial Power Game Show

April 9th (12pm PST/ 3pm EST)
Many of this week’s actions surface something deeper: long-held assumptions, half-remembered rules, and financial myths we may never have questioned about risk, readiness, and who investing is really for.

On April 9, we’ll gather live for a Financial Power Game: an interactive, game show–style experience designed to make financial literacy engaging, social, and fun. This 60-minute session blends education and entertainment through myth-busting, scenario challenges, and friendly competition, guided by trusted finance experts.

As a bonus, there will be prizes along the way to celebrate participation and curiosity!.

This session is designed to support exactly what you’re practicing this week: learning out loud, challenging assumptions, and realizing you don’t have to navigate financial power alone.

Visit the Events page for details and registration.

WHO CAN HELP

Several resources can support this week’s focus on spending with awareness. The books Crush Your Money Goals and Smart Money offer practical guidance for making more intentional day-to-day spending choices.

For an ongoing reality check on value and tradeoffs, the Net Net Podcast centers a simple but powerful question: Is it worth it?

For women interested in exploring the impact of their spending, investing, and giving on the racial wealth gap, The Impact Collective provides education and a supportive peer community.You can find these and other aligned resources on the Resources page (use the filter for Week 4).

As always, we encourage you to do your own research before making any financial decisions.
WEEK 05

Question Where You Bank

Most of us chose our bank years ago for many possible reasons: because it was nearby, because our employer used it, or because it was simply the default. Once chosen, banks tend to fade into the background of our lives. But your bank is not a neutral place.

The money sitting in your checking and savings accounts doesn’t just wait for you. It’s actively being used every day to fund loans, investments, and industries that shape our economy and our communities.

This week, we want you to pay attention to where your savings and checking accounts “live,” and to consider whether your bank’s priorities reflect your own. You don’t need to move everything. You don’t need to rush.

You don’t even need to leave your current bank completely. You can start small and still make a meaningful difference.

ACTIONS

Take one step:

See what your bank supports

Look up your current bank on Mighty Deposits to see where it ranks on climate impact, fossil fuel financing, and community lending. As always, share what you discovered if you feel comfortable.
Sign up to get weekly reminders and event update.
Build on it:

Explore a better option

Use Bank for Good or Get a Better Bank to research an alternative bank, credit union, or community financial institution that aligns with what you care about, whether that’s community support, women-led businesses, sustainability, or any other value.
Keep the conversation going. Share a headline.
Shift patterns:

Move one account

Consider opening a savings account, money market account or purchasing a CD at a bank that will use your money to support people or causes you care about. Maintaining a legacy bank for convenience while placing most of your cash with a values-aligned institution is a great option.
Let others know you took action. Invite them to join.

WHY THIS MATTERS

Cash is often overlooked as a tool for change. Yet for many women, cash makes up a significant portion of our financial lives. Savings accounts, checking accounts, money market accounts, and CDs may feel passive, but they are anything but.

Banks use your deposits to decide what gets financed: fossil fuel expansion or clean energy, multi-national industries or local businesses, speculative trading or community lending. When your money sits in a bank, it is voting — whether you realize it or not.

The good news: aligning your banking choices with your values does not have to be hard.You don’t need to overhaul your finances or move your primary checking account overnight. Many people begin with their savings account, a money market account, or certificate of deposit (CD), or another low-risk cash holding. These are simple, familiar tools, and they can be powerful when placed with values-aligned financial institutions.

Community banks, credit unions, CDFIs, and values-based banks often offer:
  • Comparable (or better) interest rates
  • Lower fees
  • Federally insured deposits
  • Greater transparency about how money is used
  • A direct connection to local communities, women-led businesses, and climate solutions

Your money already has an influence. Play an active role in how to use it.

COMING UP:

Financial Power Game Show

April 9th (12pm PST/ 3pm EST)
Many of this week’s actions surface something deeper: long-held assumptions, half-remembered rules, and financial myths we may never have questioned about risk, readiness, and who investing is really for.

On April 9, we’ll gather live for a Financial Power Game: an interactive, game show–style experience designed to make financial literacy engaging, social, and fun. This 60-minute session blends education and entertainment through myth-busting, scenario challenges, and friendly competition, guided by trusted finance experts.

As a bonus, there will be prizes along the way to celebrate participation and curiosity!.

This session is designed to support exactly what you’re practicing this week: learning out loud, challenging assumptions, and realizing you don’t have to navigate financial power alone.

Visit the Events page for details and registration.

WHO CAN HELP

This week, we’re offering a set of tools to help you research your current bank – and, if you choose, explore values-aligned alternatives.

You’ll also find several banks that have joined the our sheconomy campaign as partners, highlighted on the Resources page (use the filter for Week 5). 

As always, we encourage you to do your own research before making any financial decisions.
WEEK 06

Own Your Financial Power

For generations, women were steered toward a narrow financial script: save more, spend less, be careful, invest in index funds. That’s about it. Meanwhile, deeper conversations about investing, ownership, and wealth-building often happened elsewhere: behind closed doors, in rooms we weren’t invited into, or in language that wasn’t meant for us.

It is time we stepped in. And we’re doing it this week.

We invite you  to keep learning — at your own pace, in your own way — through resources created by women who are actively opening doors that were once closed. Whether you’re just beginning or ready to stretch into new territory, there are books, podcasts, courses, and communities designed to meet you where you are and support what comes next.

ACTIONS

Take one step:

Learn Through Women’s Voices

Read a book on investing, independence, or wealth-building written by a woman, one that meets you where you are right now. You’ll find several options in the Who Can Help section below and on the Resources page.
Sign up to get weekly reminders and event update.
Build on it:

Build Fluency Through Listening

Go a little deeper by subscribing to an investing or financial-education podcast created for women. These conversations can help normalize ideas that may not have been part of your earlier financial education. See our Who Can Help section for suggestions.
Keep the conversation going. Share a headline.
Shift patterns:

Learn in Community

Participate in a course or join a community designed for women, spaces where learning happens in partnership, questions are welcomed, and growth is supported collectively. Explore options below. 
Let others know you took action. Invite them to join.

WHY THIS MATTERS

Access to investing knowledge and wealth-building strategies has historically been uneven, even as women were participating fully through retirement accounts and workplace plans. 

Today, that access is expanding. Women across finance are creating pathways into investing knowledge that are clearer, more relevant, and more inclusive. Engaging with these resources helps you step more fully into your role as an investor and decision-maker. 

The more you understand how money works, the more agency you have over where it goes, how it grows, and what it helps shape. And because this learning often happens in communal spaces, it doesn’t just change individual outcomes — it shifts patterns for women collectively.

One example you may not have encountered before is the Financial Independence, Retire Early (F.I.R.E.) movement. At its core, F.I.R.E. isn’t just about retiring early, it’s about choice: the ability to decide how you spend your time, what work you do, and what you say yes or no to. Engaging with these ideas can open up new ways of thinking about freedom, security, and possibility.

F.I.R.E. is just one pathway. As you begin to explore beyond the limits of what we have been traditionally told, you may discover that you don’t want to stop learning and growing financially.

COMING UP:

Advance a Cause You Love

(April 23, 12pm PST / 3pm EST)
Many of this week’s actions invite you to consider shifting some of your money into investments that are often overlooked, but deeply meaningful to own because they reflect what you care about.

On April 23, we’ll gather for an Investment Showcase: a 60-minute interactive session that introduces you to the women behind some of these financial products. You’ll hear directly from them as they share who they are, what motivates their work, and why the investments they’ve created matter in today’s economic and social landscape.

This is an opportunity to learn from real people building real solutions, and to see what values-aligned investing can look like in practice. You’ll leave more informed, more inspired, and better equipped to explore the growing range of investment opportunities available to you.

Visit the Events page for details and registration.

WHO CAN HELP

This is where the Resources page really comes alive. You’ll find books, communities, education opportunities, podcasts, and even real estate ideas designed to help you think differently about your money and start taking greater ownership of it. 

Whether you’re just beginning to build wealth or ready to diversify beyond the stock market, there are resources to support you at every stage. Use the filter for Week 6. 

As always, we encourage you to do your own research before making any financial decisions.
WEEK 07

Make Your Money Work for You

Women are often described as risk-averse. In reality, many of us are risk-aware. We want to understand what we’re stepping into before we act. That instinct is wise, and research shows it can lead to higher long-term returns. Now it’s time to use that superpower to grow your assets.

This week is about letting your money take its next step, just as you have over the past weeks: through small, intentional actions that support long-term growth.

ACTIONS

Take one step:

See where your money is now.

List your financial accounts (checking, savings, retirement, brokerage) and note roughly how much money is in each, as well as where most of your money currently lives. If you think you have lost track of an account, the US government-backed site MissingMoney.com can help you search.
Sign up to get weekly reminders and event update.
Build on it:

Have more of your money work for you financially.

Start (or increase) a regular monthly allocation to one existing investment or retirement account. Choose an amount that feels comfortable, even if it stretches you a bit. Even $25 a month is enough to begin. Growth happens with consistency; don’t feel afraid to start where you are..
Keep the conversation going. Share a headline.
Shift patterns:

Grow in community.

Exploring investing doesn’t have to be a solo effort. Consider joining a community of women who are learning together, including about opportunities beyond the stock market, such as real estate, women-led ventures, or other ways capital can be put to work. See Who Can Help below for places to start.
Let others know you took action. Invite them to join.

WHY THIS MATTERS

Wealth grows when money is engaged, not avoided.

Avoiding investing altogether carries its own risks. Money left sitting still (especially in low-interest accounts) quietly loses value over time. When money isn’t given the chance to grow, purchasing power erodes, and long-term options narrow.

Small, steady actions, like investing regularly or increasing contributions slightly, compound over time in ways that are often underestimated. What feels modest today can become meaningful later, especially when paired with patience and a long-term perspective.

Just as important, attention builds confidence. When women understand what they own, how it’s invested, and where it’s headed, money becomes less intimidating and more empowering. Risk shifts from something to fear into something to navigate thoughtfully. And learning in community makes all your decisions more informed, more engaging, and more fun. This week is about choosing participation and consistency. Simply staying present with your money — and allowing it to grow alongside you.

COMING UP:

Advance a Cause You Love

(April 23, 12pm PST / 3pm EST)
Many of this week’s actions invite you to consider shifting some of your money into investments that are often overlooked, but deeply meaningful to own because they reflect what you care about.

On April 23, we’ll gather for an Investment Showcase: a 60-minute interactive session that introduces you to the women behind some of these financial products. You’ll hear directly from them as they share who they are, what motivates their work, and why the investments they’ve created matter in today’s economic and social landscape.

This is an opportunity to learn from real people building real solutions, and to see what values-aligned investing can look like in practice. You’ll leave more informed, more inspired, and better equipped to explore the growing range of investment opportunities available to you.

Visit the Events page for details and registration.

WHO CAN HELP

Your money can work for you in more than one way – by growing your wealth and by supporting the values you care about.

This week highlights resources that help you begin values-aligned investing, including education, advisors, communities, and accessible options like crowdfunding.

For example, the free
Invest Your Values tool lets you enter the name or ticker (the short letter code for a fund) of thousands of mutual funds and ETFs to see what industries they support – or don’t – based on issues you care about. 

You can find these and other curated tools on the
Resources page (use the filter for Week 7).

As always, we encourage you to do your own research before making any financial decisions.
WEEK 08

Advance a Cause You Love

By now, you’ve started to see your money differently. Not just as something to manage or worry about—but as something that can express who you are and what you care about. So, what if your money helped advance a cause you love?

This week is about letting a portion of your money stand for something that matters to you. Not someday, but now.

ACTIONS

Take one step:

Pick Your Cause

Check out the Sustainable Development Goals and notice which ones resonate most.Then answer this question: What cause do I want my money to support? You might name one issue, or a small cluster. There’s no right answer. After all, this is about you.
Sign up to get weekly reminders and event update.
Build on it:

Invest with Intention

Allocate $100 or more into an investment that aligns with the values you identified. This could be a values-aligned stock fund, bond fund, or another option that reflects your priorities. The amount matters less than the act. 
Keep the conversation going. Share a headline.
Shift patterns:

Amplify Through Others

Explore ways to invest with others to extend your reach. Depending on where you are in your financial journey (and what feels right to you) this might look like exploring a crowdfunding platform, joining an angel investing group, or participating in a venture opportunity aligned with your goals.
Let others know you took action. Invite them to join.

WHY THIS MATTERS

For many of us, we were taught to separate “doing well” from “doing good.” One pocket for investing. Another for giving. But in reality, most of our money is working all the time, and often in ways we never see or question.

Values-aligned investing invites a different way of thinking. It asks: What if the same dollars that grow my financial security could also help address the challenges I care most about — climate, gender equity, community resilience, health, education, dignity?

This shift is powerful because it reconnects your head and your heart. Instead of investing based only on return, or giving based only on emotion, you begin to integrate both. That integration builds confidence, agency, and a deeper sense of integrity with your money.

One of the most accessible tools for clarifying values is the UN Sustainable Development Goals (SDGs), a globally shared framework that reflects many of the issues people already care about: ending poverty, advancing gender equality, protecting the planet, strengthening communities, and creating opportunity.

You don’t have to adopt all 17 goals. Many investors choose just a few as a lens for decision-making, which makes investing feel clearer, more grounded, and more personal.

When individuals act together, modest investments add up, shifting capital, influencing markets, and signaling demand for solutions that serve people and the planet. Aligning even a portion of your money with your values can help restructure the world.

When your money reflects what you stand for, investing becomes less abstract — and more fulfilling. It stops being just about accumulation and starts becoming about contribution. And that’s where financial power begins to feel like your own.

COMING UP:

Build Your Financial Support Team

(May 5th, 12pm PST / 3pm EST)
This week is about building support. So we’ll do it together.

On May 5, join us for a live Advisory Meet & Greet, designed to help you make meaningful connections with both professionals and peers who can support your financial journey. This session will focus on how to find the right advisor for you. You’ll have the opportunity to meet campaign-aligned advisors and join breakout rooms to form Money Pods—small groups of 4–6 people for peer support and shared learning.

This is about quality introductions, shared insight, and relationships that last beyond a single event. 

Visit the Events page for details and registration.

WHO CAN HELP

This week offers a small sample of ways to invest in the causes and communities you care about.

Spanning values-aligned banks, select public-market products, and angel investing, these examples are just a taste of what’s possible when we think more expansively about what our money can do.

Explore these and other options on the Resources page (use the filter for Week 8).

As always, we encourage you to do your own research before making any financial decisions.
WEEK 09

Protect What You’ve Built

Much of this challenge has focused on activating your money — spending it, growing it, and aligning it with what matters most.

This week is about something just as essential, and less talked about: protection.

Unprotected wealth is fragile. Safeguards like insurance, wills, health directives, and estate plans aren’t about expecting the worst, but about honoring the effort it took to build what you have and ensuring it can continue to support the people and causes you care about, even when life brings the unexpected.

ACTIONS

Take one step:

Strengthen your financial safety net.

Choose one simple check-in that brings peace of mind rather than overwhelm. You might:

  • Review and update beneficiaries so they reflect your current relationships and priorities
  • Evaluate whether your life and disability insurance still match your life today
  • Build or top up an emergency fund

Think of this as maintaining your systems. Small protections add up.

Sign up to get weekly reminders and event update.
Build on it:

Align protection with intention.

Once the basics are in place, you can become more deliberate about how protection supports your life and values.

  • Create a basic Will or Trust to ensure clarity and reduce burden on loved ones
  • Ensure guardianship, healthcare directives, and powers of attorney reflect your wishes
Keep the conversation going. Share a headline.
Shift patterns:

Protect forward. Think generationally.

Protection isn’t static. It evolves as your life evolves.

  • Review your Will, Trust, and estate plans every five years or after major life changes
  • Look at your estate plan through an impact lens: What values does it reinforce? What future does it support?
  • Draft an ethical will: a short document that captures your intentions, stories, and hopes beyond money
Let others know you took action. Invite them to join.

WHY THIS MATTERS

When your finances are protected, you make decisions from stability rather than fear. You’re less likely to react under pressure and more able to choose deliberately, generously, and in alignment with your values.

Protection also preserves the invisible work behind your money: the years of effort, learning, restraint, and courage it took to build what you have. Without safeguards, even thoughtful financial lives can be undone by illness, loss, or disruption.

And protection widens the horizon. It allows you to think beyond yourself — to family, community, and future generations — knowing that your intentions won’t be lost in moments of stress or uncertainty.

Yes, these steps take time. And they are profoundly worth the effort.

COMING UP:

Build Your Financial Support Team

(May 5th, 12pm PST / 3pm EST)
This week is about building support. So we’ll do it together.

On May 5, join us for a live Advisory Meet & Greet, designed to help you make meaningful connections with both professionals and peers who can support your financial journey. This session will focus on how to find the right advisor for you. You’ll have the opportunity to meet campaign-aligned advisors and join breakout rooms to form Money Pods—small groups of 4–6 people for peer support and shared learning.

This is about quality introductions, shared insight, and relationships that last beyond a single event.

Visit the Events page for details and registration.

WHO CAN HELP

Protecting what you’ve built is an essential part of financial well-being, and you don’t have to navigate it alone. Financial advisors, educational courses, podcasts, and peer communities can all help you better understand tools such as insurance, estate planning, and long-term safeguards.

You can explore curated learning options and support resources on the Resources page (use the filter for Week 9).

As always, we encourage you to do your own research before making any financial decisions.
WEEK 09

Build Your Financial Support Team

Much of this journey has focused on you: your clarity, your choices, your courage to engage with money more intentionally.

But, like many other things in life, financial confidence rarely grows in isolation. It grows through relationships: with people who normalize money conversations, offer perspective when emotions run high, and bring expertise when decisions become complex.

Your financial support team can include friends, peer communities, educators, and professionals. Some may walk with you for decades. Others may support you for a season or a specific decision. What matters most is that you don’t feel alone and that the people you rely on respect both your financial goals and your values.

This week is an invitation to notice who is already supporting you, or to begin shaping a team that truly has your back.

ACTIONS

Take one step:

Invite support into the conversation

Ask one trusted friend to be a financial accountability partner, someone you check in with occasionally about goals, questions, or progress. You could also attend a free webinar, workshop, or investing course together and talk about what you learned afterward.

Sign up to get weekly reminders and event update.
Build on it:

Explore professional and peer support

Join a women’s investment circle or money group to learn alongside others, or schedule a free conversation with a financial professional to talk through goals, tradeoffs, or next steps. Support doesn’t have to be permanent to be valuable. Sometimes one good conversation can unlock clarity.

Keep the conversation going. Share a headline.
Shift patterns:

Ensure your team supports what matters to you

Pause and reflect on your current support system. Do your advisors (financial advisor, CPA, estate attorney, or just someone in your circle)understand and respect your financial and values goals? Do they help build your confidence? Or do you leave conversations feeling small, rushed, or dismissed? Depending on what you notice, you might:

  • Revisit expectations with an existing advisor
  • Research new support options through Savvy Ladies, Purse Strings, or ValuesAdvisor

You are allowed to outgrow relationships. Choosing support that evolves with you is a sign of strength. Be grateful for their teachings and move on to the next chapter.

Let others know you took action. Invite them to join.

WHY THIS MATTERS

Money decisions are as  emotional, relational, and deeply human as they are technical.

Markets move. Life changes. Confidence wavers. In those moments, having the right people around you can be the difference between freezing and moving forward. A strong financial support team helps normalize money conversations so fear doesn’t take over, steadies you during uncertainty and volatility, and brings expertise when decisions become complex. Just as importantly, the right support reflects your values back to you when tradeoffs arise.

Over time, this kind of support changes how money feels. Instead of something you have to manage alone, money becomes something you can engage with thoughtfully, collaboratively, and with growing trust in yourself. This is often the moment when people realize they may be ready for deeper support — perhaps a financial advisor who can help manage complexity and long-term strategy, or a values-aligned professional who understands both return and impact.

COMING UP:

Closing Celebration

4:00 PM to 7:00 PM (Pacific Time)
We’ll close the 14-Week Challenge with an in-person event in San Francisco designed to celebrate the collective impact of this community and spotlight what becomes possible when women engage with money intentionally.

Visit the Events page for details and registration.

WHO CAN HELP

Building a strong financial support team begins with understanding what effective support looks like. Books such as Activate Your Money and Women and Wealth offer helpful insights into how women can work more effectively with financial advisors and what to expect from those relationships.

You can also access free guidance and advisor connections through Savvy Ladies, use the advisor-matching tools ValuesAdvisor (available free with the code oursheconomy), or explore women-focused financial professionals through Purse Strings

Additional communities, coaches, and advisor resources are available on the Resources page (use the filter for Week 10).

As always, we encourage you to do your own research before making any financial decisions.