Direction$

We’re Changing the Conversation
Direction$ is a new way of looking at personal finance, one that’s geared specifically to women and our unique financial needs. Resources include:

Women’s Worth, a book that intersperses practical advice with easy-to-do exercises that will help understand your beliefs about money, learn the fundamentals of financial planning, and gain confidence in your financial know-how.

Empowerment and Education Circles that bring women together to discuss financial issues, concepts, and strategies. These circles are facilitated by women CERTIFIED FINANCIAL PLANNER™ professionals.

Specially-designed learning materials, used as guides in the Circles or as self-help materials to be worked on your own or in collaboration with your financial advisor. These materials address financial topics that particularly affect women, in a format and language that women can relate to.

A network of CFP® practitioners and other subject matter experts who are committed to changing the conversation about personal finance. These professionals recognize the growing and changing needs of women for trusted, understandable, and actionable advice.

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Our first Circle for women is taking place in Atlanta, GA on September 15th. We will also host an Advisors’ Circle that same day to provide advisors with some of the tools they need to change the conversation about personal finance for women. Click here to learn more.