FINANCE’n STILETTOS™
Wealth Retreats
Money Matters for the Well-Heeled Woman
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Ready to decompress and pamper yourself while crafting an effective, new well-manicured money-management plan?
Want to consult with an expert about the do's and don'ts of multiplying your money—and customize a strategy for your goals?
Want to surround yourself with trusted women who support you and your fresh, fantastic financial dream?
Picture yourself lazing in your chaise lounge in this serene spot, enjoying its soft-spoken luxury infused with dramatic California style—the perfect balance of wellness and indulgence. Maybe later you'll kick your sandals off and relax poolside, or decompress on the terrace of your Mediterranean-inspired room. And afterwards allow your taste buds to be tempted by innovative dishes paired with wine to delight neophytes and connoisseurs alike.
Want to know more about this fabulous place?
Here you'll enjoy cuisines that capture the essence of the region. All dishes are made from locally sourced ingredients that blend the savory flavors of Italy and California to totally saturate your palate. This extra care ensures you'll enjoy the most delicious culinary experience that Sonoma can offer.
Don't associate finances with a transformative
and relaxing experience?
All of this will unite a well-orchestrated financial ensemble with your process of self-discovery.
Ready to release, now? Here’s what you get.
Explore Dinner on Your Own so you can begin your adventure of the countryside starting with roaming in the cart rides of the over 350 acres, 10 tennis courts and 36 holes of golf enjoying the Market that’s quickly becoming a hopping place!
Refreshing Breakfast to open your taste buds
Morning Cup of Finance Sessions open the discussion for you to share your personal experiences around finance. Get clarification around your goals so our personal interactions can delve into connecting them to your nest egg. Work through tools to help you understand your money personality so that you are better able to address them in your life habits.
Delectable Lunch to refresh your palette
Enjoy a soothing peaceful Spa Treatment that sets the stage for a relaxing comfort while others spend time journaling, lounging or continuing an expanding discovery of the beautiful Sonoma landscape.
Dinner and Discussion We will evaluate and work through the important dynamics of your current money puzzle to see how the pieces align to your goals.
Revitalizing Breakfast to energize and invigorate
Morning Cup of Finance Session We’ll look at your budget/finances in a three-way mirror so you can be sure your financial strategy is hugging the curves of your life in all the right places, while exploring opportunities for enhancement. This includes exercises to uncover your financial strengths and weaknesses to ensure your plan is achievable.
Scrumptious Lunch to nourish and replenish
Explore Napa Valley whether that’s through a trip to the shops, a walk along a trail, or taking in a little culture.
Winery/Dinner Excursion at a dynamic, family-owned winery tucked along the eastern hills of the Oakville appellation in the heart of Napa Valley.
Nutritious Breakfast to refresh and restore
Morning Cup of Finance close out session to go over your personalize plan to ensure it’s a custom fit to your lifestyle. Going over completed assignments and your next steps so you leave with your “To Do” List and a meeting schedule so you don’t procrastinate but actually get them done.
Fulfilling Lunch to satisfy and sustain
• Four Day 3 Night Stay at The Lodge at Sonoma Renaissance Resort & Spa, Double Occupancy
(Single Occupancy available at an additional cost.)
• Breakfast and Lunch for 3 Days | Dinner for 2 Nights
• 4 Daily Illuminating Financial Mastermind Sessions opening with Morning Meditation/Yoga
• 1 Option for a Fabulously Soothing Spa Experience
• Expenses for Offsite group excursions
• Roundtrip Transportation to Downtown Sonoma
• Roundtrip from San Francisco International Airport
• Souvenir Shopping
• Personal Phone Calls
• Laundry
• Tips for Your Room
• Personal, Health and Travel Insurance
The Lodge at Sonoma Renaissance Resort & Spa
1325 Broadway at Leveroni & Napa Roads
Sonoma, California 95476
For more info visit: The Lodge at Sonoma Renaissance Resort & Spa
We’ll hold up your finances to a three-way mirror and help you design a plan that hugs the curves of your life in all the right places. By the end of this retreat, feel confident about the financial knowledge you gained for the present and the future. You’ll walk away with a tailor-made plan and a clear understanding of how the various pieces of your financial picture interconnect.
Individualize financial reports that explain your current financial picture and detail where you want to go. Your take-home list of next steps, to complete after the retreat, along with (1) one hour scheduled group and (2) 30 minute one-on-one accountability calls over the next 2 months that will support you in executing your financial blueprints.
Is it your time to indulge? Learn how here!
Ever since I was a child, I’ve wanted to travel—go places I’ve never been, see things I’ve never seen, do things I’ve never done. Why? Because experiencing new things allows me to grow as a person.
As a result, in my thirst to be a catalyst for women who want to increase their knowledge and confidence about money, I thought, Let’s do something different. Let’s get women out of their normal day-to- day routine. Have them unwind in a tranquil environment where they can expand their knowledge among others like them. Give them a comfortable space to open up, to share and overcome their wealth challenges. Sound good? I thought so, too, like a great combination—a retreat.
Join us at the Finance n' Stilettos™ Wealth Retreat!
I grew up in a small town in Southern Virginia with my grandparents. During that time, my grandmother became the primary breadwinner for our household. My grandfather made a decision that at this point in his life, he would stop working. Didn’t know exactly what I was seeing transpire right in front me but “It had an effect on me.” My grandmother and I became very close. We would talk about many things.
One day we had a conversation about my father. My father wasn’t an active participant in my life. She asked me “Should I take your father to court for child support?” Now I was 8 or 9 years old and didn’t realize the implications this decision would have over my life. In my boldness, I told her “No, if he didn’t want to support me than we don’t need his support.” WOW, I just made one of my first financial decisions.
This decision would impact my grandmother and me, for the rest of my life. You see whenever we would go through a financial challenge, I saw the effects of it on her and I felt it in our household from what activities I could do, to what foods we would eat.
This experience left a STRONG impact on how I viewed life and money. From that point, I subconsciously decided that I needed to learn how to become financially independent.
But my relationship with money deepened when I was in college. We flirted a bit, like all young girls do. Then I found myself becoming more interested in learning about finances, including budgeting and investing.