Your Money, Your Values

Six weeks
Six live sessions
60 minutes per session

Your personal values drive everything you do, including how you manage your money — what you spend on, how much you save, how you prioritize your long-term goals, and more. Join other like-minded women in our Your Money, Your Values community to take a deep dive into your values, learn from one another, share ideas, and cheer each other on in a safe, nonjudgemental space.

$350
$490
$560
$700
Executive members
Plus members
Essential members
Retail Price
Pay in full or in four equal, interest-free installments with Shop Pay.
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What to expect

Orientation (session 1)

Let’s get this (Zoom) party started! You’ll meet your coach, learn what to expect each week, and start getting to know the 14–16 other women in your Community Circle.

Identifying your deepest personal values (session 2)

Using some thought starters, you’ll reflect on and identify your core values and have the opportunity to share them with the group.  

Learning how to practice “money mindfulness” (session 3)

You’ll map your values to your spending, and discover how being mindful of your money behaviors can help you be more intentional with your spending.

Using your values to set personal money goals (session 4)

You’ll learn about the financial basics and how to relate them to your values, and explore how your values can help define and prioritize your money goals.

Aligning your investments with your values with Dr. Sylvia Kwan (session 5)

Ellevest's Chief Investment Officer, Dr. Sylvia Kwan, will join the group for a discussion on how to align your investments with your values so you can make an impact that matters to you.

Bringing it all together (session 6)

By this final session, you’ll know how to use your money as a tool to align your life with your core values, and you’ll have clarity around which financial goals to prioritize and what steps to take for the greatest effect.

Community Circle Schedules

Tuesdays
12:00–1:00 PM ET
or
Thursdays
5:30–6:30 PM ET

Meet Your Coach

Samantha Vient, she/her

Samantha has been a CFP® professional for 11 years, and she’s passionate about helping people maximize their financial opportunities. Before she joined Ellevest, she worked as a lead financial planner for Learnvest; she also founded her own firm focused on financial planning for small-business owners and their families. 

Samantha has a master’s degree in international affairs from the University of California, San Diego, and she currently lives in Costa Mesa, CA. She loves spending time fishing, hiking, and exploring nature with her husband and two young children.
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Note: Coach assignments are subject to change, if necessary, at Ellevest’s sole discretion.

Ready to get started?

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Questions?

What’s the money community structure?

You’ll start with an orientation, where you’ll meet your CFP® professional and your fellow community participants, receive a program overview, discuss expectations, establish ground rules, and start building a community together.

Then, over six weeks, you’ll go to six group coaching sessions (one session per week, 60 minutes per session):

  • Identifying your deepest personal values
  • Learning how to practice “money mindfulness”
  • Using your values to prioritize the financial basics
  • Using your values to set personal money goals
  • Aligning your investments with your values
Where and how do we meet?

Your group coaching sessions will take place via Zoom.

Between live sessions, you’ll have access to an online community platform that allows you to chat, network, give updates, connect with your coach, and spend time in the community whenever your schedule allows. We’ll engage with one another, share resources, post links to our weekly Zoom events, and more.

You’ll get an email inviting you to create an account for our third-party community platform after you’ve made your purchase.

What days and times do we meet?

Each community will have two day/time options (one in the afternoon, one in the evening):

Your Money, Your Values

  • Kicking off 07/19/22: Tuesdays, 12:00–1 PM ET (Samantha Vient)
  • Kicking off 07/21/22: Thursdays, 5:30–6:30 PM ET (Samantha Vient)

You’ll be able to choose a recurring day/time that works for you when you check out. Note: You’ll need to attend your sessions on that same day/time for all six weeks.  

What if I need to miss a group coaching session?

We strongly encourage you to attend every session. Communities thrive when participants are active and engaged; we ask that you do everything you can to prioritize these meetings (and yourself)!

That said, we understand that things come up. We’ll always post the resources and actionable items from each live session to your community’s online hub so you can catch up.

How much does it cost?

We’ve updated the pricing for our summer 2022 Community Circles: 

$350 for Executive members
$490 for Plus members
$560 for Essential members

Can I ask my employer to pay for this?

Yes! And we have a template you can use to make it a quick and easy ask. 

What's your cancellation policy?

We get it — things happen, schedules change. If you’d like to cancel your purchase at least 24 hours ahead of the scheduled Community Circle start date, we’ll refund you 100% of the total price. Once your refund is processed, you can expect your refund within seven business days.

To cancel your purchase and request a refund, please reach out to support@ellevest.com.

Still have questions?

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