Featured Events

Do you know your personal money story?

The stories you tell yourself about money and what it means in your life affect not only your financial health, but your relationships, mental health, and communication style. In three interactive sessions this spring, personal finance expert Emily Scott will help you understand your money mindset and how to shape the narrative of your personal and professional financial life for greater success.

Spend three days at our serene Bay Area retreat in Woodside, CA, and learn how to align your money story with your values and the vision you have for your life.

In addition to this event, you can enjoy all of the daily activities that Woodside, CA offers. Explore our sample schedule.

Emily Scott
Emily started Emily Scott AND to fill the void of merging the technical side of money with the human side of money, especially during transition. Emily is a confidential guide and thought partner for her clients in learning how their money story affects their personal/professional financial decision-making, communications, and relationships. With no assets under management, her primary mission is to help individuals and families fully align aspects of their financial journey with their life’s purpose and values leading to a life of clarity, freedom, and joy. She collaborates with other professionals to align core competencies for a robust client offering.

Emily has contributed to articles and online media on women in transition, the inner struggles of women and their wealth, how wealthy couples navigate their differences, and philanthropic perspectives. She has received accolades for her authenticity and vulnerability in her presentations at conferences, seminars, and podcasts.

Ms. Scott holds an MBA from Cornell University, a BA in management from Simmons College, and is an alumna of The Sudden Money Institute and The Philanthropy Workshop.

Friday, May 3

What is Your Money Story?
Our money stories are uniquely ours. In this interactive session, you'll create your money story and learn how it impacts every financial decision in your life.

Saturday, May 4

What's Your Money Story and How Does it Affect Your Relationships?
Our personal and professional relationships are impacted by our individual money stories. Discover how your money mindset can align or conflict with the people in your life, and gain tools to develop healthier communication around money.

Sunday, May 5

The Alignment of Your Values, Your Vision, Your Money
Understanding your personal money story and how it aligns with your values and goals can be transformational. Learn how to harmonize these areas of your life for more peace-of-mind, clarity, and freedom.