Aligning our Money with our Values with Financial Advisor Lindsey Woodward

from Rising Women Leaders · host Meredith Rom

Special Announcement: Doors are now open to our 5-week Money Mastery Study Group where Lindsey will be a guest teacher about Personal Finance 101 I was drawn to invite financial advisor Lindsey Woodward to the podcast after participating in a retreat together with founder of Abacus Wealth, Spencer Sherman. I found it so refreshing to meet a fellow socially responsible woman in the field of investing, and I was excited to share her wisdom with our community at Rising Women Leaders. In this episode we discussed: How Lindsey was drawn to working in money & business What it was like working in a male-dominated field at her first firm, and the journey of finding her voice even when she was often the only woman in the room How she was able to shift to investments that align with her values at Abacus Wealth The intersection of values and money, and how to be intentional with spending, saving, investing, giving, and passing money on to future generations intentionally How to discover your values and align them with your investments Investing basics, compound interest, how to get started and why we do it Some basic steps to get started with financial literacy and empowerment Lindsey's advice for when you're having trouble saving or giving May 31 is the last day to get the discount on our :: 5-Week Money Mastery Study Group :: This 5-week online zoom group meets every Monday for 5 consecutive weeks: June 3 to July 1, 2024 Each week has a different focus: Key Principles of Wealth + A Deep Dive into The Luminous Method Bank Account Awareness (Systems + Tracking) Ancestral Healing + Tapping into the Belief Systems Recently added Bonus: Personal Finance 101 with Wealth Advisor Lindsey Woodward All classes are recorded even if you can't make it live... We'll walk you step by step through the changes we have made in our lives to become conscious creators when it comes to money. PLUS you'll receive Jessica's digital course to learn THE LUMINOUS METHOD ($300 value) PLUS you'll receive a one-on-one 75 min Money healing EFT session with me ($300 value) and 5 weeks of live zoom study group calls with us ($500 value) That's a $1100 total value. But, right now we're taking off more than 50% for you, available today only, May 31. Sign up today for one payment of $444 or 3 payments of $150. Our intention is to make this fun, easy and digestible, to take the stress out of our relationship to money and open to the abundance of financial miracles... We believe in empowering others to heal inherited limiting beliefs and grow beyond what we thought was possible for our lives. We know when more of us are feeling capable and empowered when it comes to money, it's going to ripple out and expand our capacity to give and serve at our highest. Read more about it right here. Class begins on Monday, June 3 and classes are recorded if you can't make it live. Stay in Touch with Lindsey: Linked In Abacus Wealth Email: [email protected] Other Links in this Episode: Ellevest Manisha Thakor's books Vanguard Stay in Touch with Rising Women Leaders: Website Instagram Make a donation on Patreon Lindsey serves as the Co-Chief Investment Officer at Abacus Wealth Partners, a firm that provides fee-only, comprehensive financial advice to help individuals, families and foundations. Lindsey is dedicated to helping the people and organizations she works with align their money with their goals and values. She is a proud member of WISE (Women Investing for a Sustainable Economy). Lindsey loves exploring new places with her husband and their pups. Her favorite evenings are spent catching up with family and friends over a great meal.

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This episode was published on May 23, 2024.

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