• Your Money, Your Values
Small-Group Coaching | 6 sessions

Your Money, Your Values

  • $350.00 Executive Members
  • $490.00 Plus Members
  • $560.00 Essential Members
  • $700.00 Non-members

Your membership discount will be reflected at checkout

Here’s how to apply your member discount. Not an Ellevest member? Learn more.


Get ready to invest in yourself and a community of other women with similar aspirations!

The Your Money, Your Values community will meet virtually every week for six weeks with CFP® professional Samantha Vient. Here's what each session will cover:

  1. Orientation - 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.

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

  3. Learning how to practice “money mindfulness” - 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.

  4. Using your values to set personal money goals 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.

  5. Aligning your investments with your values with Dr. Sylvia Kwan - 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. 

  6. Bringing it all together - 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.

Schedule (choose the option that works best for you in the dropdown menu):

  • Option 1: Tuesdays 12:00–1:00 PM ET, kicking off on Tuesday, 07/19/22 
  • Option 2: Thursdays 5:30–6:30 PM ET, kicking off on Thursday, 07/21/22


        What to expect

        • Six 60-minute sessions led by an Ellevest CFP® Professional at the same time each week
        • A community of up to 14 other women focused on similar goals
        • Activities and opportunities to connect with your community in between each session
        • Actionable plans and resources

        How it Works

        After checkout, you’ll receive a confirmation of your purchase for your records.

        Stay tuned for an email invitation to join our online community platform before your first session.

        We’ll provide you with all the details on how to set up your profile and say hello to your community.