My jaw dropped when I heard this term: Social justice investing. I was already intimately familiar with SRI – socially responsible investing. But social justice investing?! This is a whole new level of leveraging money for social change. I knew I had to talk to the woman who coined the phrase: Rachel Robasciotti. Rachel is a pioneer in the money field in many different ways. She’s a young, queer woman of color in a field that’s 68% male and 77%…
Today I have the honor of introducing you to a true money pioneer: Saundra Davis. While a lot of the financial world is riddled with judgmental, “tough love” approaches, Saundra and I are kindred spirits in ushering in a new wave of compassion, gentleness, and unshaming in this area of life. I met Saundra almost 15 years ago at a meeting of Financial Planners. We were some of the only women in the room — and she was the only…
What does a “before & after” look like, in deep money work? It’s actually a tricky question! After all: my money teachings are different from the mainstream, “Money Management 101” and “5 Steps to 6 Figures” out there. Sure, we tackle practical matters. And in a year-long program, people take a number of heroic baby steps forward, like: … Tackling that pile of tax paperwork they’ve avoided for years (with the help of a little chocolate and soft candlelight). ……