MATCHA & MONEY
Most women would like to be more involved in our financial lives. Most of us aren't. It can feel really overwhelming.
This is the room where that changes.
Matcha & Money brings together women who are ready to start building financial confidence and awareness through community and conversation. One sip of matcha at a time. Truly knowing & understanding what you have, what you owe, where it is and what it's doing is incredibly empowering and every woman deserves the right to be part of this vital conversation. If you're tired of feeling out of the loop financially it all starts with conversation and awareness. No jargon. No judgment. No silly questions. Always good matcha and great company.
WHY MATCHA & MONEY EXISTS
Why does it take a life-altering event to make us look?
Hi, I'm Emma - I left school at 16 and worked hard from that day forward. I did all the responsible things - the right accounts, the monthly contributions, the right boxes ticked. But over the years, I had quietly handed the financial wheel to others. A different male advisor on each account, each one managing their piece. I trusted, as my mother had trusted, that "this stuff" was in better hands than my own.
When my mum died - much earlier than any of us expected - what I found made me angry in a way I wasn't prepared for. Not because anyone stole from her. Because nobody was watching. Fees running up quietly for decades. Advisors in different countries who never spoke to each other. And money invested in things she was vehemently opposed to - but she didn't know, because she didn't look.
I stepped back, dug deep and took a long hard look at my own accounts. And I saw myself on a very similar path. That's when everything changed. I dove into a two+ year self-education rabbit hole and emerged with a massive network, greater confidence and a desire to bring more women into this conversation. I'm not a financial advisor and I certainly don't play one on TV either. I'm someone who learned the hard way what avoidance can actually cost - and so I built the room that I wish had existed for me.
I feel like I’m breaking a family cycle of inaction and having no financial strategy.
Anonymous Attendee - May 2025
Next Event:
First Sip - Tuesday, May 26th - 5pm
Santa Barbara, CA - intimate home setting - exact address shared on registration
Your entry point. 90 minutes. An intimate gathering of women. Good matcha. An honest conversation about money - the fear, the avoidance, the stories we've inherited. And what it actually looks like to start changing that.
Spots are limited intentionally.
STEP ONE: FIRST SIP
Not a class. Not a webinar. A conversation.
90 minutes. A small gathering. Three things you walk away with - all of them yours to keep.
Your story, named
Identify the belief or moment that started your avoidance. Name it. Share it. That's the first act of changing it.
One honest number
Not a budget, just one thing to look at this week. A balance. A statement. The act of looking is the whole point
90-day intention
Not a resolution. One quiet intention for where you'd like to feel different. Yours to define and yours to keep.
(bonus) Community
You leave Matcha & Money knowing you are not alone in this - and that aspect matters more than any advice.
WHAT MATCHA & MONEY IS - THE JOURNEY
First Sip is just the beginning
Matcha & Money grows with you.
Each gathering builds upon the last - from knowing your ground to growing and protecting what you build.
02 - Know your ground
What do you actually have? Where are the gaps? No shame, no jargon. Just clarity
03 - Grow your money
From stock market basics to investing strategies - made accessible and genuinely interesting.
04 - Protect & plan
Retirement, trusts, estate basics. The stuff that feels overwhelming - until it doesn't.
05 - Capital impact
Values-aligned investing. Funding what matters to you. Money as agency.
Not ready to commit? Stay in the loop.
Join the mailing list and hear about future gatherings first.
All gatherings have a strict non-solicitation policy. This is never a sales room.
WHATS ON THE HORIZON
Events in the pipeline
First Sip is the entry point. What's building is something much bigger - and mailing list members hear about everything first.
Know Your Ground
June 9th - 5pm - Santa Barbara, CA
Session two of the Matcha & Money series. What do you actually have? Where are the gaps? We look together, without judgment.
Wealth Catalyst Freedom Tour
Sept 22 - Santa Barbara, CA - By Invitation Only
An extraordinary gathering for women ready to go deeper. Invitation only - details coming soon to those on the list.
Investing for Impact - Fall Circle
Sept - Dec 2026 - via Zoom
A seven-session course designed by Invest for Better to help women grow their wealth while aligning their financial choices with their values.
A few early testimonials from our inaugural session
These sessions have been inspiring, supportive and eye opening! I feel like I’m breaking a family cycle of inaction and having no financial strategy. I am feeling more empowered and I’m not alone! Thank you so much!
Anonymous Attendee - May 2025
Thanks so much for putting this series together. I think the biggest take away for me is getting to talk about money in a way that is honest and feels good to connect in a different way with other women. Overall it has been great and I left each session with a feeling like it was an opportunity to look at money in a different way.
Anonymous Attendee - May 2025
This has been so great. Thank you for the reminder to start by taking some sort of small step to start taking charge of finances and get out of indecision/paralysis/floating along mode.
Anonymous Attendee - May 2025
Stay in the loop.
Join the mailing list and hear about future gatherings first.
All gatherings have a strict non-solicitation policy. This is never a sales room.
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