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.

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 financial jargon is a key step on the path to becoming the CFO of your life. 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.

Every solid financial plan has an offense and a defense. Identifying known risks is the best offense. But how do you create a defense (risk management plan) for risks that are unknown? This session brings awareness to the unknown risks in your life. There's a lot more than just insuring your home, health, life, and valuables.  Among other things, your investment plan should match your individual capacity and tolerance for risk. Risk does not equal reckless when we become aware vs. being afraid. 

Ask Michelle anything and learn what your fellow Wife2CFO members are experiencing with a complimentary pass to one of Michelle's monthly live-coaching sessions.

This session offers investment strategies and concepts that allow you to make financial moves at your own pace, with balanced approaches to mentally ease you into a long-term plan. Trying to predict the ‘right’ time to invest is an impossible goal. There is no secret or perfect strategy that is right all the time. We find reasons in appreciating and depreciating markets to sit it out and wait for a 'better time'. That often feels 'safest', especially if we are new to being in control of our money. We know one thing: your starting experience as an investor can dictate for years how you will approach and react. So let's exit the prediction business and enter the strategic business by learning about techniques that make sense for you and where you are on the financial journey.

Personal finance is guided by how we behave. Behavior cannot be taught. It must be recognized in order to avoid the behavioral finance potholes that can derail your plan and decision-making process. There are no hard and fast rules that ensure one investor's success over another. In this session, we explore how rational people can sometimes make irrational decisions when it comes to their money. The voices heard in our head from our financial history can sabotage our ability to grow our wealth and feel in control. Let's quiet the noise and learn how to course-correct, together, in session seven

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’.

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 what you learned in the course, you'll move ahead with a healthy, confident attitude toward your money and take your place among the financially aware Wife2CFO alumnae.

• Wife2CFO alumna represent a strong network of inspiring and financially empowered women united by shared experience.
• Exclusive events offer opportunities to recharge, revitalize, and revisit personal growth in a supportive environment.
• Enjoy an ongoing connection with the Wife2CFO community.