Achieve Financial Freedom
Your Money, Your Future, Your Life.
Building a life you love requires smart and disciplined planning. CAP STRAT Women’s Forum equips women with the skills needed to make the most of their finances.
Money, Power and Purpose
Aligning Your Finances with Your Future
Our passion is to help more women secure financial freedom. We offer our Money, Power and Purpose program and other financial programs, virtually and in-person, for women’s groups and organizations throughout the country, including corporate ERG or management groups, professional service firms, non-profits, associations, clubs, and more. With content designed for women of all ages and all levels of financial wealth, this one-hour program helps women take control of their money, cultivate a positive money mindset, and optimize their financial resources.
Contact us to learn more about offering this or other programs to your group.
The Latest
Strategies for Financial Success in 2025 and Beyond
We are pleased to share the recap from our January Women’s Forum virtual program. We’re grateful to our colleagues, Mike…
Year-end Financial Strategies
We’re grateful to our private wealth colleagues Neil Davies, CPWA®, Molly Powers, CFP®, and Carrie Walters Shapiro, CFP®, for leading…
Wisdom, Wealth & What’s Next!
What actions can you take today to optimize your financial resources so you have the freedom to make meaningful choices…