Wealth Circles
WealthCircles™
Heal Your Money Story in a Safe Community
Women have been gathering in circles for centuries. When women come together to speak boldly and honestly about their financial experiences, a profound sense of solidarity emerges.
To elevate your income and achieve the life you dream of, women need to speak openly, confront the realities of their current financial situation, and make intentional choices for their future.
Bold conversations can shatter the silence surrounding money matters and pave the way for collective healing, fostering resilience, and empowering women to transform their relationship with money.
Join WealthCircles™
A Safe Community for Financial Empowerment
Join our free monthly virtual gathering where women come together to share openly and honestly about their money journeys.
In this safe and guided space, you'll find a powerful opportunity to boost your financial self-worth and reshape your path to financial independence.
My forty-year career talking to women about their money has convinced me that the missing link to developing financial self-worth is breaking free of old beliefs and mistaken ideas through conversation with other like-minded women.
WealthCircles is a monthly drop-in Zoom call where women support each other in a safe, facilitated space, sharing a powerful opportunity to gain more financial self-worth and reframe their path to financial independence.
DETAILS
Date: Last Wednesday of the month
Time: 7pm Eastern / 4pm Pacific
Where: Zoom
Cost: Free!
The only thing you need to bring is a commitment to creating a safe container for everyone who shows up.
Your Facilitator
Tresa Leftenant, CFP®, BFA™, Certified Canfield Trainer of The Success Principles
Tresa has spent the last twenty years talking to women about their money every day in her independent financial planning and wealth management practice. She witnesses firsthand how speaking honestly about their emotions and conflicts with money has led to her clients making smarter choices with their money. She gained coaching and facilitation skills from several mentors, including Jack Canfield, Tony Robbins, Dr. Deb Sandella, Brooke Castillo, LifeSpring Trainers, and many other experts in the personal development field.
"Tresa knows the right questions to ask and helped me figure out the answers for myself." Mary Tagye, Registered Nurse
"Tresa is direct but sensitive and nurturing at the same time." Joyce Goldberg, Event Producer
"Tresa has a holistic process that is transformative." Cathy McDonald, Project Manager
2024 Topics
February 28th, 2024
Emotions around money.
Why is credit card debt, or any debt for that matter, such a painful problem for women? We'll offer thoughts about why women overspend and offer new insight into processing our emotions around money.
Guest: Lindsay Troxell, Certified Life Coach and Founder of Our Coaching Initiative, a training platform for holistic financial advisors.
March 27, 2024
The Feminine Way with Money
What if women empowered themselves to let go of the masculine rules around money and instead embraced a new feminine way with money? Following our intuition, collaborating with others, and powerfully asking for what we want can offer a more comfortable way for women to interact with money. Stepping into our authentic selves with money is a paradigm shift for women.
Guest: Mary Lee, Certified Luxury Home Marketing Specialist with Sotheby's International Realty, Mercer Island, WA
April 24th, 2024
Letting Go of Shame and Guilt with Money
In this thought-provoking conversation, we delve into a deeply ingrained societal construct: women's relationship with money, and the often-unspoken shame and guilt that accompanies it. This is your opportunity to confront the societal taboos that silence conversations around money and to dissect the multifaceted layers of shame and guilt that inhibit women's financial empowerment.
Guest: Wonderful Morrison, Brand and Marketing Strategist and CEO of LeadHER Brand and Marketing Consultant Agency.
May 29th, 2024
Women's complicated relationship with sales
We'll talk about the specific apprehensions and challenges that women may encounter in sales roles or when engaging in sales activities. Women have societal and cultural factors that contribute to their apprehension, including stereotypes, confidence issues, and societal expectations. We'll explore how these factors manifest in the workplace and impact women's attitudes towards sales-related tasks.
Guest: Sandy Stamato, CEO of Limbdweller Coaching, Positive Intelligence Coach, and creator of Sage Selling.
June 26th 2024
Forgiving ourselves for money mistakes.
Money is not just about numbers, it's deeply intertwined with emotions, self-worth, and societal expectations. Women sometimes feel guilty and ashamed and criticize themselves over past financial mistakes. Our emotional reactions to financial mistakes are often based on feelings of inadequacy, fear of judgment, and avoiding financial responsibilities.
With self-compassion and kindness, we can recognize our humanity, acknowledge our emotions without judgment, and embrace that mistakes are a part of learning and growth.
Guest: Brenda Reiss, Founder of Brenda Reiss Coaching
Disclosure: Tresa Leftenant is a licensed financial advisor and is only able to give personalized financial advice when retained through her affiliation with Ameriprise Financial Services LLC. This group discussion focuses on the inner tools women can develop to have a healthy relationship with money.
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