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Know Your Money Story and Create Your Money Story Vision Board

Online • Orange County

Please join Ellevate OC and Financial Advisor, Claire Thornton, CFP® and Wealth Manager, Lisa Goodman, MBA as they discuss the importance of understanding your money story.


Wed, Apr 21, 2021 6:00 PM - 7:00 PM PDT


What is a Money Story, and why does it matter? Please join in the conversation as Claire Thornton, CFP® and Lisa Goodman, MBA discuss the importance of understanding your Money Story and share their own experiences about overcoming limiting subconscious belief systems and forging strong relationships with personal finances.

We invite you to create Money Story Vision Boards as we reflect on the past, take inventory of today, and create an image of your ideal future. Don’t forget to gather magazines, newspapers, and printouts you’d like to use on your Money Vision Board and be sure to have scissors, glue, poster board (or any other surface you are inspired to create on) handy.

If Vision Boards aren’t your thing, we get it! We’d love to have you regardless of your interest in crafting as we dive into this important conversation about women, money, our belief systems and how it may be affecting your life today. 


Interested in sponsoring this event or future events? Contact Us.


Get Introduced to the Women You Should Know

We help our members connect with specific attendees who share their industry and life experiences.

Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

Join Ellevate to Meet Kristy
Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

Join Ellevate to Meet Maricella


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