Design Your DestinyTM Online Course

You’ve got a new friend and champion on your side
to gain confidence and ownership of your personal finances. 

Hi, my name is Michelle Smith, and I’ve worked with thousands of women as private clients over the years who were being overlooked or purposely left out of the financial conversations, especially during divorce. This made me mad. So to fight back, I’ve developed this course to make it affordable to hire me as your friend and champion in bringing you from wife to CFO.

Space is Limited. The Next Live Course Begins Tuesday, December 1

43
Days
01
Hours
43
Minutes
14
Seconds

Have Questions?  Click here to schedule an appointment with Michelle to answer them. 

This course is right for you if...

  • You feel like a deer in the headlights when confronted with a financial question or task
  • You're worried that your lack of financial optics is going to cost you or your family in the long run
  • You're recently divorced or negotiating your divorce settlement
  • Your ex-husband was in charge of the finances

Meet Michelle Smith, your new friend, ally, and tough-love money coach.

Click PLAY to hear more about the course.

The Eight-Week Course: What's Included

Weekly Webinars or Meetings

Weekly instructional webinars, online office hours, and private one-on-one sessions with Michelle designed to provide a clear path to transform each woman into her own CFO.

In-Depth Tools and Training

Proprietary tools and training to help you face your fears, organize your finances, deepen your money skills, and plan for your short- and long-term goals.

A Supportive Community

Connect with like-minded women and Wife2CFO mentors to help you face the emotional issues that money brings to bear, as well as form new  relationships for living your best life.

Cost is $1,999. Space is limited.

Design Your Destiny: The Detailed Curriculum

1.

Week One:  Personal On-boarding
(30 minute one-on-one session with Michelle)

Whether you wish to bust through past financial barriers, conquer lingering fears, or finally feel in financial control, this call will help you:

•Set yourself up for success
•Find your confidence
•Identify past roadblocks
•Articulate your desires and goals
•Hit the ground running with an immediate boost of clarity and confidence


2.

Week Two:  Break from the Chaos
(60 minute live online session)

We believe that procrastination is the by-product of not knowing how or where to start. This session will help you confront head-on where you feel financially disorganized. We tackle common concerns experienced at the beginning of this journey that can cause feelings of being overwhelmed, anxious and flustered. We dive into ways of understanding what you have and help you set yourself up for organizational success with some of our proprietary tracking spreadsheets and systems. We tackle the ever-expanding universe of tech apps that aim to bring order to your finances. Setting your financial foundation on solid organizational soil is a key to feeling in control and steadied.


3.

Week Three:  ‘AlphaBet(a)’ Soup-Why Demystifying Financial Jargon Matters 
 (60 minute live online session)

Asking the right questions is a key to feeling financially capable. Knowing key financial terms and concepts ensures your financial foundation starts solid. The overuse of arcane terminology and acronyms can make the most confident woman feel marginalized and incapacitated. Demystifying jargon is a key step on the path to becoming the CFO of your life. Asking the first question is valuable (and easy). Knowing what the 2nd, 3rd and 4th questions to ask is priceless. Leave this session with a sense of pride and the courage to know that the only stupid thing about a question is the person that makes you feel stupid by asking it.


4.

Week Four:  The Risks in Your Life May Not Be What You Think
(60 minute live online session)

There are many options for dealing with the risks in your financial life. You can try to avoid risk. You can transfer risk. You can accept risk. Or you can reduce risk. This session will dive deep into covering the risks you may be familiar with such as investment risk or having enough insurance. As important is attending to risks lurking in the background (think proper ‘digital hygiene’ and financial cybersecurity).


5.

Week Five:  ‘The Starting Point Matters’ and the Sequence of Returns 
 (60 minute live online session)

Trying to predict the ‘right’ time to invest is an impossible goal. This session dives into historical data on different starting points in the market over a 20-year time horizon to illustrate the dramatic impact timing can have on your net worth. Think wide-angle lens over time vs. a zoom lens in the short term. Exploring dollar-cost-averaging and short-term liquidity strategies can mentally ease you into a long-term plan with the confidence to start and the data to support investment return assumptions.


6.

Week Six:  Behavioral Finance Potholes and How to Avoid Them 
(60 minute live online session)

Behavioral finance is a growing field that applies psychology to financial decision-making. It attempts to understand why rational people sometimes make irrational decisions when it comes to their money. With COVID19 as a backdrop, understanding behavioral finance is more important than ever. This session will decrypt behavioral biases and educate you to spot decision-making errors that could derail your financial plan.


7.

Week Seven:  When Your Portfolio Becomes Your Paycheck 
(60 minute live online session)

When alimony and child support ends, your portfolio becomes your paycheck. The fear of running out of money is real and can be terrifying. Forging a clear path for lifelong financial security can alleviate this fear. ‘Stress-testing’ your plan annually adds another layer of comfort. In this session, we deepen your understanding of how to create a sustainable rate of withdrawal from your assets so that your money outlasts inflation, taxes, and you. A more in-depth understanding of asset allocation and determining a balanced way to invest will help you feel more self-reliant and confident in your ‘money-ability’.


8.

Week Eight:  It’s a Wrap
(30 minute one-on-one session with Michelle)

This 30-minute personal Wife2CFO wrap-up call will offer you the opportunity to make your going-forward game plan with Michelle. Whether it be revisiting key concepts or mapping out your next steps in order to cement the learnings of the past 8 weeks, move ahead with a healthy, confident attitude toward your money and take your place among the financially aware Wife2CFO alumnae.

Cost is $1,999. Space is limited.

Or click here to schedule an appointment with Michelle to your questions. 

MICHELLE SMITH:
A Passionate Advocate for Women's Financial Literacy

Founder Michelle Smith brings her 16 years of financial divorce expertise as a Certified Divorce Financial Analyst (CDFA®) to a customized coaching sanctuary that's designed to transform women's mindsets and financial future. As CEO of Source Financial Advisors, Michelle has vast experience navigating clients through complex, sensitive, and critical financial topics and issues. She is a passionate advocate for women’s financial literacy and has helped thousands of women understand their financial options as they take control of their own destiny.

Michelle is a regular contributor to national and financial media and co-authored the book, "Divorce and Your Finances," for Wachovia Securities financial advisors. She's been exalted as a "fierce champion" for thousands of women for a reason: she's unapologetically direct and whip-smart.

ABOUT WIFE2CFO

Wife2CFO's mission is to ensure that women are no longer shackled by perilous social conditioning that assumes that family finances are a 'man's domain.’ Wife2CFO offers small-group coaching to give women the clarity and confidence needed to successfully break through existing barriers and assume a leadership position in designing her financial future. Additionally, Wife2CFO offers white-glove personal services for helping women going through a divorce and women who are recently divorced. 

“Money is only a tool. It will take you wherever you wish, 
but it will not replace you as the driver” Ayn Rand


Disclaimer | SEC| © 2020 Source Financial Advisors, LLC. All rights reserved

Wife2CFO:  545 5th Avenue, Suite 1100  New York, NY 1001
Tel: 212-273-0400 | 888-892-9511