Purposeful Wealth, created by Invest for Better, guides you through your entire portfolio—from cash to public markets to private and alternative investments—over seven thoughtfully designed modules. 

 

You'll learn in a facilitated Circle of 12–20 peers, combining 30–60 minutes of pre-work with engaging 90-minute virtual sessions. This Circle is an all-woman cohort. Together, you'll share experiences, explore your values, and discover new ways to align your wealth for impact.

 

Your guides on this journey are two extraordinary women: beloved facilitator Tuti Scott, and Lauren Sercu, a values-aligned financial advisor who helped transition Jim Sorenson’s foundation to 100% mission alignment and co-founded Sorenson Impact Advisory.

 

Included are a copy of Activate Your Money and a 55-page workbook to ground you in where you are today and help you envision what's possible tomorrow. You'll gain insights and tools to feel more confident in conversations with family, advisors, and anyone who helps manage your wealth.

 

Don’t miss this powerful opportunity to connect, learn, and take action.

 

Dates: Biweekly on Mondays, Sept 15th - Dec 8th (9/15, 9/29, 10/13, 10/27, 11/10, 11/24, and 12/08)
Time: 10:30 am - 12:00 pm PT / 1:30 pm - 3:00 pm ET
Cost: $1,500 — includes expert facilitation, tailored financial expertise, all materials, and a copy of Activate Your Money, the book that inspired this course.

Invest for Better is a 501(c)(3) nonprofit, Tax ID 20-3927576. The information you provide here used by Invest for Better only. We will use your contact information to send you additional materials and your physical address to send you a copy of Activate Your Money.