1.  Online Mentoring

DEFINITION:  Online Mentoring -- Self-paced mentoring via the Women's Money My Mentoring Portal system.    This system is in beta testing mode.

Benefits:

  • Flexible and Personal Mentoring.
  • Self-paced.  You choose your pace and it builds monthly based on your action steps and challenges from the previous month.
  • Virtual mentoring through email, text, and your online mentoring portal. 
  • Weekly mentoring email called Monday Morning Mentoring that gives you general mentoring tips, tools, information, and your portal log in credentials. 
  • You will only receive the Women's Money Guidebook mailed to you after you have engaged in your online portal. Please do not confuse the main guidebook with any of our supplemental guidebooks available for purchase. 

What to Expect:

  1. Immediately after you sign up, you will receive an email from your mentor introducing herself and giving you her contact information.  
  2. Please note:  After this initial email from your mentor, you are responsible for engaging in the mentoring system.  You must post entries in your portal, and if you post questions or requests for help, your mentor will reply.   If your mentor sees you are struggling with topic on your Financial Freedom Evaluator, she will oftentimes offer resources for you to go to. She cannot offer mentorship, if you do not use your portal. 
  3. You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. to mentoring.  This is a virtual mentoring tool. 
  4. The more you engage in online mentoring by engaging in the portal, the more mentoring you will get from your mentor.   The more you put into the system, the more you will get out of it.
  5. Once you have shown a committment to your mentorship, you will receive notification that your Women's Money Guidebook has been mailed to you. 
  6. Sometimes, intentions are good, but timing is bad.  Maybe you have the desire to participate, but just can't do it.  No problem. We understand.  If you don't engage in the online mentoring program within the first six months of your sign up date, your mentee status will be put "on hold" until you contact us to re-engage in the program.  You are always welcome back into the program!  :)

2. Phone Mentoring

DEFINITION:  Phone Mentoring -- Meeting individually with your mentor via phone or video chat.

Benefits:

  • Flexible and Personal Mentoring.
  • Self-paced.  You choose your pace and it builds monthly based on your action steps and challenges from the previous month.
  • Your mentor supports you and holds you accountable to the action steps you set for yourself every 30 days.
  • Meet monthly via phone or video chat for a conversation with you mentor.
  • Weekly mentoring email called Monday Morning Mentoring that gives you tips, tools, information, and your portal log in credentials. 
  • You will only receive the Women's Money Guidebook mailed to you AFTER you have had an initial phone meeting with your mentor. Please do not confuse the main guidebook with any of our supplemental guidebooks available for purchase. 

What to Expect: 

  1. Your mentor contacts you immediately after have signed up to introduce herself and give you her contact information.  
  2. Please note: After that, you are responsible for engaging in the mentoring system and setting up your phone meeting schedule. 
  3. Your mentor may call and/or text you to confirm that you received her email, but in the end, you are responsible for setting up and showing up your mentoring appointments. 
  4. You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. to mentoring. 
  5. The more you engage in mentoring by engaging in the portal or regularly participating in your phone mentoring program, the more mentoring you will get from your mentor.   The more you put into the system, the more you will get out of it.
  6. Once you have completed your first phone mentoring appointment, you will receive notification that your Women's Money Guidebook has been mailed to you. 
  7. If you do not engage in the phone mentoring appointments within the first three months of your sign up date, you will be transferred into our online mentoring program.

3. Group Mentoring

Right now there are three group mentoring options:  Min-Con; Fin-4 Series; Support Group.  We encourage the Mini-Con mentoring program as the BEST START into the program before you move into a support group style program. 

DEFINITIONS of Group Mentoring Options:  

  • Mini-Cons – a mini-conference that meets once a month featuring a panel of money experts to do a deeper dive into an selected financial topic. 
  • Fin 4 – a weekly course for four consecutive weeks lead by a mentor. 
  • Group Mentoring – a support group style with a free flowing conversation and sharing of resources. 

See below for more detailed information about each group mentoring program.


Mini-Con Course Description

DEFINITION:  Mini-Cons – a mini-conference that meets once a month featuring a panel of money experts to do a deeper dive into an selected financial topic. 

  • This is a nine month course, and each class builds upon the previous class.  
  • When you register, you are registering for the FULL nine months, so please mark all dates onto your calendar.   
  • You must attend within the first two sessions to participate in the remaining sessions. No newcomers will be allowed to participate after the third session.
  • The course follows the guidebook. 
  • With the support of your team and mentor, you can dive deeper into the topic.  
  • All Life-Levels welcome.
  • You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. to mentoring. 
  • You receive access to the My Mentoring Portal system.  We encourage you to utilize this tool between meetings.
  • You will receive a Women's Money Guidebook at your first meeting, if you do not already have one.  Please do not confuse the main guidebook with any of our supplemental guidebooks available for purchase. 


Contact Expectations: 

  • Your mentor contacts you immediately after have signed up to introduce herself and give you her contact information.  
  • Please note:   After that, you are responsible for engaging in the mentoring system.   Your mentor is responsible for emailing you the meeting invitation to you, and facilitating the meeting.
  • You are responsible for confirming or declining the invitations you receive. In the end, you are responsible for setting up and showing up for your mentoring meetings. 
  • You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. 
  • The more you engage in mentoring by engaging in the portal or regularly participating in mentoring meetings, the more mentoring you will get from your mentor.   The more you put into the system, the more you will get out of it.

Mini-Con Session Descriptions

1. Emotions and Money

Description: What are your money-triggers?  All money habits stem from emotional triggers and learned behaviors.  Whether you think you are good with money or bad with money, it is all emotionally triggered.  Learn how to simply and easily identify the emotions managing your money habits and get them to work for you to create lasting financial success. 

2. Goals and Financial Organization

Description: Setting goals and organizing may sound boring, but this class is actually really FUN. Learn systems and strategies for effective goal accomplishment and financial organizing that work with your unique and individual style – giving you a greater chance at lasting financial success. 

3. Budgeting

Description:  Is your money working for you or against you?  Each dollar you earn needs direction...like a job description.  A budget is simply a job description for your money. What do you want your money to do for you? In this session, we work on simple, but effective, budget strategies.

4. Finding Money

Description: Where does all my money go? In this class we focus on how to determine your net worth, track your spending and learn more about your income and expenses.

5. Credit Repair & Identity Theft

Description:  Do you know the secret to getting rich and staying rich?  It’s your credit score!  Find out how a solid score, a strategic credit plan, and identity protection strategy can save you thousands of dollars a year. 

6. Managing Debt

Description: Are you managing your debt or is your debt managing you?  Debt isn’t always a bad thing, but it is if your debt is running wild like a teenager on spring break.  Your debt needs direction to build assets. Find out how to make the most of your debt to meet your goals. 

7. Saving Money

Description: How & Where do you save money? When it comes to saving money in this paycheck-to-paycheck world, it’s hard to know where to find it, how to save it, and where to put it.  There are key foundation building savings that you cannot overlook - or it can cost you! Set up a strategic savings plan in this session.

8. Insurance

Description: How do you know if you have adequate insurance? Are you paying too much? Learn to evaluate your insurance needs and save money while gaining peace of mind. 

9. Taxes

Description: Are you aware of the tips, tools and strategies for easier tax preparation?  We’ll go over what you need to know about your taxes and essential questions to ask any tax preparer. 


Fin-4 Course Description

DEFINITION:  Fin 4 – a weekly course for four consecutive weeks lead by a mentor. 

  • There are three segments made up of four classes a week apart.  
  • Each segment builds on the previous segment, and must be attended at least once in full before you move onto the following segment. 
  • You must attend the first session to participate in the remaining three sessions. No newcomers will be allowed to participate after the first session.  
  • All Life-Levels welcome.
  • You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. to mentoring. 
  • You receive access to the My Mentoring Portal system.  We encourage you to utilize this tool between meetings.
  • You will receive a Women's Money Guidebook at your first meeting, if you do not already have one.  Please do not confuse the main guidebook with any of our supplemental guidebooks available for purchase. 

Contact Expectations: 

  • Your mentor contacts you immediately after have signed up to introduce herself and give you her contact information.  
  • Please note:   After that, you are responsible for engaging in the mentoring system.   Your mentor is responsible for emailing you the meeting invitation to you, and facilitating the meeting.
  • You are responsible for confirming or declining the invitations you receive. In the end, you are responsible for setting up and showing up for your mentoring meetings. 
  • You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. 
  • The more you engage in mentoring by engaging in the portal or regularly participating in mentoring meetings, the more mentoring you will get from your mentor.   The more you put into the system, the more you will get out of it.


Section 1:  Financial Management                                                                                                                                   First 4-Week Segment

1. Emotions and Money

Description:  What are your money-triggers?  All money habits stem from emotional triggers and learned behaviors.  Whether you think you are good with money or bad with money, it is all emotionally triggered.  Learn how to simply and easily identify the emotions managing your money habits and get them to work for you to create lasting financial success. 

2. Goals and Financial Organization

Description:  Setting goals and organizing may sound boring, but this class is actually really FUN. Learn systems and strategies for effective goal accomplishment and financial organizing that work with your unique and individual style – giving you a greater chance at lasting financial success. 

3. Budgeting

Description:  Is your money working for you or against you?  Each dollar you earn needs direction...like a job description.  A budget is simply a job description for your money. What do you want your money to do for you? In this session, we work on simple, but effective, budget strategies.

4. Finding Money

Description:  Where does all your hard earned money go? In this class we focus on how to determine your net worth, track your spending and learn more about your income and expenses.

Section 2:   Financial Safeguards                                                                                                                                     First 4-Week Segment

5. Where Did All My Money Go?

Description:  We go over where you found money in the time since the last session and help you refine the numbers and create a new, updated budget that reflects your actual spending.

6. Credit Repair & Identity Theft

Description:  Do you know the secret to getting rich and staying rich?  It’s your credit score!  Find out how a solid score, a strategic credit plan, and identity protection strategy can save you thousands of dollars a year. 

7. Managing Debt

Description: Is your debt is running wild like a teenager on spring break?  If you find your debt is managing you, it’s because your debt needs direction to build assets. Learn to leverage debt to meet your goals.

8. Saving Money

Description: How & Where do you save money? When it comes to saving money in this paycheck-to-paycheck world, it’s hard to know where to find it, how to save it, and where to put it.  There are key foundation building savings that you cannot overlook - or it can cost you! Set up a strategic savings plan in this session.

Section 3:  Financial Protection                                                                                                                                               First 4-Week Segment

9. Insurance

Description: How do you know if you have adequate insurance? Are you paying too much? Learn to evaluate your insurance needs and save money while gaining peace of mind. 

10.  Taxes

Description: Are you aware of the tips, tools and strategies for easier tax preparation?  We’ll go over what you need to know about your taxes and essential questions to ask any tax preparer. 

11.  Making the Most of Your Income

Description:  Understanding your Return on Investment and your Return on Income are essential concepts to making the most money from your employee benefits and income. 

12.  How Much Do You Need?

Description: The number one question we receive at this point is “How do I figure out how much I need for retirement?”  It can be confusing, and we work with you to help you determine your number, and start exploring how you can get there.


Peer Support Group Mentoring

DEFINITION:  Group Mentoring – a support group style with a free flowing conversation and sharing of resources. 

  • Please note:  We recommend that you do NOT engage only in the Peer Support Group model.  We recommend that your support group is a supplement to phone or Mini-Con mentoring or after you have finished a Mini-Con or Fin-4 Series.
  • Supportive group meeting atmosphere led by a mentor.
  • Self-paced.
  • Some groups are Life-Level specific like Jubilation 55+ and Women's Money for Business Owners, and other groups welcome all Life-Levels into one group.
  • You can attend regularly or intermittently.  Of course, you receive more from it the more you attend, but you don't have to worry about missing a specific class topic and falling behind. 
  • You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. to mentoring. 
  • You receive access to the My Mentoring Portal system.  We encourage you to utilize this tool between meetings.
  • You will receive a Women's Money Guidebook at your first meeting, if you do not already have one.  Please do not confuse the main guidebook with any of our supplemental guidebooks available for purchase. 


Contact Expectations: 

  • Your mentor contacts you immediately after have signed up to introduce herself and give you her contact information.  
  • Please note:   After that, you are responsible for engaging in the mentoring system.   Your mentor is responsible for emailing you the meeting invitation to you, and facilitating the meeting.
  • You are responsible for confirming or declining the invitations you receive. In the end, you are responsible for setting up and showing up for your mentoring meetings.  
  • You will start receiving the Monday Mentoring email that gives you some tips, tools, etc. 
  • The more you engage in mentoring by engaging in the portal or regularly participating in mentoring meetings, the more mentoring you will get from your mentor.   The more you put into the system, the more you will get out of it.