At Directions, it is our mission to help you empower, educate, and engage women clients. Become a subscriber today and:

  • Set yourself apart as an advisor whom women trust
  • Develop expertise in subject matter areas of special importance to women
  • Step outside traditional personal finance, to learn how other disciplines – e.g., psychology, anthropology, storytelling – can help you become a better advisor
  • Learn how to help women understand and appreciate the value of what you do

We offer three distinct levels of subscription services, please click the links below to subscribe (for more information on how to subscribe, please visit our how to subscribe page):

Directions Groundbreaker

$750/year or $70/month
Open to CFP® professionals and/or Registered Investment Advisors who support our mission and core beliefs

  • Professional listing on Directions’ searchable database for consumers. Click here for a selection of the Advisor Profiles we feature.  You may also choose to list an additional colleague from your firm for a one-time fee of $60
  • Free registration to Directions’ webinars (approximately 10/year at $49 each) and access to archived webinars
  • Quarterly practice management newsletter on circle practice
  • Quarterly women-centric content for your newsletters or client communications
  • Subscription to monthly fact sheet providing statistics and research about women and money  (click here for sample: Women’s Worth fact sheet July 2011)
  • Financial Resources for Women – an HTML-formatted file for you to post on your website
  • 50% discount on orders of Women’s Worth authored by Eleanor Blayney
  • Book club guides with orders of Women’s Worth
  • 15% discount on all other Directions’ offerings: Annual Retreat / Circle Guides / Circle Training / Coaching / Client Education Materials
  • žParticipation in quarterly Under the Trees conference calls to discuss issues of interest to the Directions community.   Participants will be able to “enter” breakout rooms with smaller groups to discuss ideas and issues of particular interest to them.
  • Invitation to author guest blogs on the Directions for Women website.

To become a Directions Groundbreaker, click for your billing preference: annual or monthly

Directions Innovator

Lifetime Fee: $4000 or $400/month for first year only
Open to CFP ® professionals and/or Registered Investment Advisors

All the benefits available to a Directions Groundbreaker, plus

  • One co-branded, Directions-led circle or conversation café, for your clients and prospects*
  • Listing on the Directions Innovators Council
  • Invitation to annual Directions advisory meeting

To become a Directions Innovator, click for your billing preference: one-time or monthly for first year only.

Directions Trailblazer

$300/year or $30/month (see below for student rate)
Open to all financial advisors who want to improve their conversations with women

  • Free registration to Directions’ webinars (approximately 10/year at $49 each) and access to archived webinars
  • 50% discount on orders of Women’s Worth, authored by Eleanor Blayney
  • Book club guides with orders of Women’s Worth
  • 15% discounts on other Directions’ offerings: Circle Guides / Circle Training / Coaching / Client Education Materials

Students: Pay our Student Trailblazer rate of $15/month while you are enrolled in academic coursework in pursuit of a degree or designation leading to a financial planning career.

To become a Directions Trailblazer, click for your billing preference: annual, monthly or student rate.

* Travel expenses charged separately

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