Your Retreat Agenda
Saturday, June 28th
9am-3pm PT | 1 2pm-6pm ET
Creating Your Financial Wellness Vision
Break the cycle of financial stress, avoidance and overwhelm
Have you ever thought about what financial wellness could look and feel like for you? Whether your life has been turned upside down by a big expense or transition (or you’re tired of just “getting by”) we’ll help you get clear on where you are now, where you want to be instead, and how to start working toward it.
By the end of this session, your financial vision will feel more sharp, less blurry, and absolutely within reach. You’ll also have a clearer perspective on the thoughts, feelings and behaviors around money that are keeping you stuck financially, and how to get back in control.
No shame or blame. Just the truth — and a path forward.
The Art of Values-Based Spending
Take back control of your financial future, one choice at a time.
Life is complicated, often messy — and sometimes our choices around money don’t align with our goals. If you feel stuck in a cycle of paying off debt only to fall back in, or that you can’t seem to save consistently, then this session will help you get back on track.
You don’t need a restrictive budget to start building wealth. We’ll show you how to master the art of values-based spending, and how to make sure your daily behaviors and choices around money are helping get you where you want to go.
Get ready to say goodbye to purchases you regret, impulse spending, and to start using your money as a tool to help you live your values and hit your goals (even when unexpected costs come up).
Your money choices matter, no matter how small — and together, they can add up to something incredible.
A Financial Plan You Can Finally Stick To
Break the cycle of financial stress, avoidance and overwhelm
Have you ever thought about what financial wellness could look and feel like for you? Whether your life has been turned upside down by a big expense or transition (or you’re tired of just “getting by”) we’ll help you get clear on where you are now, where you want to be instead, and how to start working toward it.
By the end of this session, your financial vision will feel more sharp, less blurry, and absolutely within reach. You’ll also have a clearer perspective on the thoughts, feelings and behaviors around money that are keeping you stuck financially, and how to get back in control.
No shame or blame. Just the truth — and a path forward.
Design Your Feel-Good Finance Ritual
How to show up for your money, so it shows up for you
You’ve got the vision, the roadmap and the plan — the missing ingredient is consistency. Building wealth is more than a skill you can learn; it’s also a habit you can practice building. Better yet, it can (and should) feel good!
We’ll show you exactly how to build a financial self-care ritual that reduces your stress around money and helps you make confident financial decisions.
By the end of this session, looking after your finances won’t feel like something you “should do” — but instead, something you look forward to.
We’ve also got plenty of strategies to help you deal with anxiety, avoidance and resistance to checking in on your money regularly, and how to keep your promises to yourself every single week, so you can stay on track and bring your financial dreams to life.
How to Join the Retreat
We want joining the retreat to feel as smooth and stress-free as possible—so here’s exactly how it’ll work:
🗓 A few days before the event, we’ll add the Zoom link to this page. Go ahead and download Zoom now if you don't already have it, and we recommend joining from a computer if you can.
📬 You’ll also get an email from us with the link, so it’s easy to find in your inbox.
📲 On the day of the retreat, just click the Zoom link a few minutes before the start time to join us live.
Just one click, and you’ll be in the (virtual) room with us.
✨ Pro Tip: Bookmark this page or save the email with the Zoom link so you can join with ease when the time comes.
We’ll be sending a few friendly reminders as we get closer, so don’t worry—we’ll make sure you have everything you need to show up and feel ready.
It all began around a coffee table…
Just us and a handful of close friends, sharing everything we knew about money management and wealth-building,
so we could support each other and get ahead financially — together. We called ourselves the Dow Janes.
Today, we are one of the world's largest female-focused financial education companies. We’ve taught over 20,000 students through our coaching and training programs (and over 500,000 people have participated in our free online trainings).
Britt Williams Baker
Co-founder
Britt Williams Baker (she/her) is a Harvard Business School graduate, expert investor, and minimalist money coach.
After losing $10K from her first stock market investment, she went on to build a $3M+ investment portfolio before age 35.
Using her 10 years of investing experience, she teaches a values-aligned approach to investing designed specifically to help women+ build wealth.
Laurie-Anne (she/her)
Co-founder
Laurie-Anne King(she/her) is a financial empowerment coach and serial entrepreneur who paid off $40k+ in personal debt and built a net wealth of over $3 million.
Her mission in life is to teach other women+ how to create the lives of their dreams.
Through her mindset coaching and holistic approach to money she empowers women+ to overcome their investing fears and see themselves as worthy of wealth.