Mindful Investing for Women

Designed for women by women to help you create a healthy relationship with money, enjoy financial freedom and feel secure.
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Mindful Investing for Women

Designed for women by women to help you create a healthy relationship with money, enjoy financial freedom and feel secure.

What to Expect:

Stress and our story about money affects us all innately. Studies show money matters elicit strong emotional reactions in the majority of people.
This is acted out through fear and procrastination which are correlated to negative behavioral tendencies.
In fact in most of the people we surveyed, boredom it’s the main reason we don’t educate ourselves around money.
This is why we have integrated mindfulness, created a women only community, and are inspiring Confidence in this women’s educational program.
Get excited, and have fun learning! Interact with thought-leaders in the field, women who want to understand and learn how to manage their money, and create financial comfort.

What’s Included:

  • Lifetime Membership in Facebook Group
  • Monthly Educational Webinar
  • Weekly Live Q&A
  • Evidence-based Mindfulness Worksheets
  • Financial Planning Worksheets
  • Community Accountability
  • Beautiful Reference Cards
  • Like Minded Friends
  • Professional Mindfulness Recordings

Mindful Investing Curriculum

Module 1

Understanding your story around money

  • Create a new story around money
  • Commitment & Habit Change
  • Connecting meaning & purpose
  • Obstacles to change

Module 2

Creating a Foundation I

  • Vision and Lifestyle Choices
  • Forget budgeting
  • Integrative Intentions – Financial Goals
  • 4 Pillars
    • Milestones

Module 3

Creating a Foundation II

  • Vision and Lifestyle Choices
  • Forget budgeting
  • Stress
  • Rx for Fear

Module 4

Lifestyle

  • Income
  • Buckets of Money
  • Income
  • Spending
    • Goals and Perspective
  • Envision, Evaluation, Flow

Module 5

Blending Risk

  • Time and money
  • Creating Buckets
  • Risk vs Return
  • Stress, Anxiety, Fear & Bias
  • Commitment to change

Module 6

Make Money work for you

  • Stocks
  • Bonds
  • Real Estate
  • Other investment options
  • Living in alignment with your values
  • Mindful Check-in

Module 7

The Puzzle Pieces

  • The Energy of Money
  • Diversification
  • Taxable money
  • Retirement
  • Your whole picture

Module 8

Tax considerations of investing

  • What
  • How
  • When
  • Time
  • Creating Possibilities

Module 9

Navigate peacefully around what if scenerios

  • What if scenarios
  • Lifestyle changes and money choices
  • Resolving Conflict

Module 10

Risk Management

  • Life Insurance
  • Home Insurance
  • Umbrella Insurance
  • Long Term Care Insurance

Module 11

Legacy

  • Family protection
  • Beneficiary designations
  • Wills
  • Trusts

Module 12

Seasonal Maintenance – Staying aligned with your integrative intention as life unfolds.

  • Winter
  • Spring
  • Summer
  • Fall

About Shelly

Shelly Schell has 2 decades of investment experience and a passion to help women meet their financial goals. Shelly utilizes an educational approach to tailor financial solutions for each client she serves. Shelly’s experience and passion to help others succeed financially is what you will find sets her apart from the many financial advisors in the industry. Shelly attributes her success in both business and family to surrounding herself with a community of like minded women. Helping overcome the challenges we as women, is the inspiration behind the Mindful Investing for Women course.

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About Michelle

Michelle Anne (Shakti) is an executive coach and national speaker. She has over 30 years of corporate experience, training in neuroscience from Harvard University, works with The American Institute of Stress, training in (MBSR) Mind-body medicine, studied with one of the most revered yogi’s of our time and is a published author. She has owned 3 successful businesses while raising 5 kids, enjoys running, yoga, and baking.