SHIFT

One-of-A-Kind Money Mentoring Club for Women!

Designed for busy women to build knowledge and confidence to grow sustainable wealth.

Powered by Rebel Rock Wealth.

Shift Club for Single Women

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Designed for Women Like YOU!

I want to help position women to convert their high income into sustainable wealth.

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Single woman
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No Judgment

This is a judge-free zone. We are also our own worst critics. You are welcome!

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Education

Kickoff workshop and monthly teachings from Lesley and other specialists in tax law, estate planning, real estate investing, and more.
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Community

Monthly online happy hour Q&A. Network with members and share. 
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Comprehensive Analysis

Independent verification of your current retirement, investment, and insurance plans.
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Personalized Wealth Strategy

We will collaborate to design and implement the next steps to get you on track to meet your goals.

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12-Month Membership

Prioritized access to Lesley, recordings, and the SHIFT Money Club community.

Have you thought about what you are aiming for?

Revolutionize the way to make money work for you. Master the art of leveraging for a game-changing shift in your strategy.

BECOME A 'SHIFTie'
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Why a focus on single women earning 6 and 7 figures?

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    Approximately 722K women-owned businesses earn $250K+ in revenues/year (National Women’s Business Council).
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    Out of 138 million women in the U.S. with an income, only 2.5 million women earn $200K or more (census.gov) – that is 1.8%.
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    Women have a higher ordinary income tax rate (vs married couples).

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    Women are more likely to be the primary caregivers for their children and parents.

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    Women have a higher probability of a health or life event interrupting their income (than men).

Some hurdles women face.

A critical finding through a Deloitte study.

  • Did you know?:
    • As of 2021, 25% of 40-year-olds in the U.S. had never been married.
    • 42% of first marriages in the U.S. end in divorce.
    • 67% of second marriages in the U.S. end in divorce.
    • 70% of married women will outlive their husbands – and become a widow.
  • A Deloitte study of women investors revealed 3 key facts:
    • Women want to learn from their financial advisors.
    • Women indicated they want more comprehensive services.
    • Only two-thirds of women surveyed feel understood by their financial advisors.
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Incredible stories and experiences shared by our remarkable clients.

  • "My relationship with Lesley has been both professional and personal. I have learned much from my experience with Lesley and Rebel Rock Wealth’s expertise. I look forward to acquiring more financial knowledge and building wealth stability."

    saba

    Dr. Saba

    Physician and Real Estate Investor

SHIFT

One-Of-A-Kind Money Mentoring Club for Women

Everything included in your active membership:

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    12 months of Priority Access
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    Access to Strategic Partners
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    Monthly Masterclasses – led by Lesley and other experts
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    Monthly Happy Hour - Q&As and member discussions
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    Kickoff Workshop – foundational learning
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    Member Portal – access our schedule,  recordings, resources, and more

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    Analysis – review of your current finances
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    Personalized Holistic Wealth Strategy - includes quarterly Calibration Sessions
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    Secure Client Portal

 

$24,995 or 12 Flex Payments of  $2,500

 

 

FAQ

  • Should I join SHIFT Money Club?

    Yes if:

    • you want to affordably prioritize your financial health and implement strategies not typically shared by wealth managers and financial advisors.
    • you like unique and productive experiences
    • you like to be part of a community of ambitious women with a shared experience
    then you should consider joining SHIFT.
  • Who should NOT join SHIFT Money Club?
    You might want to consider a future SHIFT cohort if:
    • your schedule will not allow you to set aside time for us to meet in the next few weeks.
    • you are looking for someone else to manage your money for you. You will have total control of your funds in SHIFT.
    • you have little liquidity.   A key factor in building wealth is having reserves.  Covering your membership with funds you do not currently have would be a bad start.
  • What if I am a single woman outside younger than 30 or older than 60, or if I earn less than $200,000. Am I still eligible to join?

    These are not requirements but they are guidelines.   If you would like to have a short call with Lesley to discuss your interest,  please select a convenient time on her calendar.

  • Do I have to attend the Kickoff Workshop before we start working together?

    No, that is not necessary however, the sooner you can start gathering your information and adding it to your Client Portal, the better. It is recommended that you attend the workshop in your first few weeks of membership. 

  • When will the Kickoff Workshop take place?

    The first SHIFT Money Club Kick-off Workshop will be held in late January.  

    There will be four workshops per year. They consist of two 2-hour sessions and will be the official kick-off for each cohort. (You can attend as many workshops as you’d like while an active member)

  • What is included in the Personalized Holistic Wealth Strategy?

    We will discuss the following areas:

    • Cash flow structure and liquidity
    • Debt paydown
    • Protection
    • Money Multipliers
    • Estate Planning
    • Tax Strategies
    • Charitable Giving and Personal Gifts
    • Business – same categories as above
    • Quarterly Calibration Meetings 
  • What happens after my 12 months of membership?

    The goal is that by the end of your first year in SHIFT Money Club, the foundation has been laid and your strategy is set. 

    We all know however that 'life keeps lifing' and so we can continue our Calibration Meetings even after your initial membership.  Your membership fee will be processed on a month-to-month basis at a reduced rate.

  • Is there a cancellation policy?

    You may cancel your membership at any time. 

    Your membership fee is fully refundable up to 5 days after it has been paid.  There are no refunds after 5 days.

  • Are there any risks?

    Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

    The mission is through learning and discernment that you will make educated decisions that best meet your goals.