Women's Financial Mastery Series

Creating spaces where women define their financial future together

Financial literacy is crucial for women as it fosters independence, equal opportunities, and long-term security. By understanding financial concepts, women can make informed decisions, narrowing the gender wealth gap and ensuring they have the resources for their future. As key influencers in financial decisions, women's financial literacy positively impacts their families and communities. It also promotes entrepreneurship and innovation, driving economic growth.

Nicola Wealth created the Women’s Financial Mastery Series with these goals in mind. This intimate and interactive workshop series empowers participants through engaging presentations and opportunities to connect with peers.


Our Past Curriculum:

Module 1: Cultivating a Positive Financial Mindset

Explore the beliefs, societal norms, and personal experiences that shape your financial mindset. This module provides tools to identify and challenge limiting financial beliefs, cultivating a positive and powerful perspective.

Module 2: Navigating Life's Financial Transitions
Life brings various transitions, planned and unexpected. This module equips you with the knowledge and resources to handle these moments, from inheritance planning to divorce financial implications and career guidance. Our goal is to empower you to seek trusted advice and navigate these events confidently.

Module 3: Intergenerational Wealth Planning
Learn how to navigate the complexities of intergenerational wealth planning. Gain insights and tools to transition generational assets, lead sensitive conversations around wealth, and build family coherence. Understand estate execution and the importance of discussing financial matters cross-generationally.

Module 4: Diversified Investing for Women
Discover a diversified approach to investing tailored for women. Understand risk tolerance, challenge gender-related investing confidence gaps, and address biases impacting investment decisions and wealth building. Gain confidence in your financial conversations and plans moving forward.

Module 5: Mastering Wealth Building Fundamentals
Gain a comprehensive understanding of key financial tenets. Learn market risk management, the correlation between lifestyle expenses and wealth preservation, and craft a personal financial vision aligning financial objectives with personal values. Join an open community discussion on financial literacy.

Women's Mastery Series Interest Form