We don’t just give you a plan – we teach you why and we show you how, so
you’re in control.
Learn from the experiences of smart women on
the same journey.
and doers, spenders and savers, creatives and planners – we grow better together.
Self-paced, online lessons covering fundamental and advanced financial topics.
CreateWorth is a community of
successful women committed to mastering money and investing while exploring creative, intentional,
and socially-minded ways of doing so. Members create a financial plan with a licensed financial advisor and gain access to classes and community.
JOIN IF YOU WANT TO:
Be in control and know that you have your money and investments handled.
Take swift action on your biggest opportunities and your biggest risks.
Have access to the experiences of smart women on the same journey.
You've got your life handled. Be the boss of your financial future, too.
YOU'RE IN CHARGE HERE
We don’t just give you a plan -- we teach you why and we show you how, so you’re in control.
A Financial Plan
Your plan allows you to see how specific actions taken now impact how your money will grow in the future. You get:
A consolidated view of your
A detailed financial plan.
An hour-long private consultation with a licensed financial planner.
Specific actions on what to do next.
Live Q&A Workshops
Monthly online workshops feature
case studies, deep-dives into investing mechanics and expert interviews. We provide:
The opportunity to participate live or watch recorded, to suit your schedule.
A growing library of experts and ideas.
Q&A from a community of smart women like you.
Community & Support
Dreamers and doers, spenders and savers, creatives and
planners, optimists and realists -- we grow better together.
A private community of learners on the same journey as you.
Ongoing chat support with licensed financial planners.
Master class containing videos, calculators, and know-how tied to your financial plan.
Lessons on key topics such as net worth, cash flow, investing, retirement and debt.
Self-paced learning format.
No jargon (or mansplaining) – financial concepts in plain English.
What is a financial plan? And why should I want one?
If you'd like to be more confident about your money, live more comfortably, and build wealth then a financial plan is for you.
Before getting started, let's talk about what a financial plan is, what it isn't, what information you'll need to share with us, and what you could expect to learn.
* Financial planning and related advisory services
provided by Worth Financial Management, LLC ("WorthFM"), a registered
Live Q&A Workshops
Be part of a community of women learning how to grow their net worth through investing, real estate, equity and more.
Workshops are held on the 3rd Wednesday of the month at 2pm ET / 11am PT. Any changes to schedule will be announced one month prior.
September: Your North Star
Your net worth is your north star. It measures your wealth and is one important means by which you assess new investment opportunities. Just because you have a solid income and may already invest doesn't mean your net worth is growing . Understand what true growth looks like.
October: Hot Property
Investing in real estate is one way to diversify your portfolio, but if you don't have the skills to 'fix & flip', or the patience to be a landlord, there are other ways! Learn the pros and cons of alternatives -- from crowdfunding to REITs -- from an experienced real estate investment executive.
November: Equity for All
Investing in someone else's new business venture is high-risk and high-reward. Learn how one woman VC uses her industry expertise and social objectives to choose investments, and how to create an investment thesis that will serve you.
December: Give and Take
It's December, time to spread the wealth. How does donating money support your financial big picture? Meet a young woman philanthropist and learn about her foundation, her charity economics, the financial benefits of giving, and how she invests the money she raises ... in helping people.
Five-month access to financial planning, learning and community services. 14-day "no questions asked" full refund policy (see FAQs for details).