Women & Wealth Accountability Club

Wealth With Intention
A 4-week financial challenge for women.

This June, join a small group of women ready to think more deeply about wealth and financial growth.

Wealth shifts faster when you’re surrounded by women who are willing to ask deeper questions and take action together.

Over four weekly sessions, this experience is designed to take you from where you are now to greater financial clarity and confidence by combining both actionable strategy and a grounded, energetic approach to money.

Each week includes a live Zoom session, weekly implementation assignments and ongoing accountability through community support which is all designed to help you build stronger financial foundations and personal wealth.

Inside the Club:

1. Conversations around investing, money mindset and wealth growth

2. Build stronger financial habits and decision-making skills

3. Take a more active role in shaping their financial future

4. Guest experts and real conversations

5. Learn and grow through community-based accountability

6. AI tools and prompts to support accountability and planning

“I’ve always admired Shannon’s work and how she inspires other women to think bigger and keep growing themselves and their businesses.” -Andrea H.

After participating in this 4-week online series, you will have:

– Greater confidence around money, investing, and financial decision-making
– A clearer understanding of your current and future net worth
– Weekly accountability, community support and your own personalized AI Wealth Coach
-A completed personal budget using the template from Chelsea Langenstam
– All Zoom call recordings to revisit at your own pace
– A $50 credit toward the Get Clear to Grow planning workshop in October

BONUS: The first 3 women to register will receive a 30-minute consultation with Diana Dinh.

If you're not satisfied with your experience, we’ll refund your full investment.

“Shannon’s series surprised me with how impactful it was. The practical tools and conversations gave me more confidence around money, which ultimately helped us buy our first home. Her courses are heart-led and bring together like-minded women and those connections have been just as meaningful as the lessons”. -Jude D.

Session Dates

Live Zoom calls every Thursday from 10–11 a.m on June 4, June 11, June 18 and June 25, 2026.

BUY NOW

WEEK ONE – June 4

Money & Energetics
with Danielle Searancke

In this opening session, Danielle will guide participants through the emotional and energetic patterns that shape their relationship with money, growth, self-worth, and receiving. Together, we’ll explore the subconscious beliefs, fears, and behaviors that influence the way we approach wealth and financial decision-making.

This week will focus on reflection, awareness, and identifying the internal patterns that may be impacting financial confidence, capacity, and long-term growth.

Homework: Write down 25 ways you could create, attract, receive or grow more money in your life.

WEEK TWO – June 11

Build Your AI Wealth Coach & Prompts
with Shannon Lorenz

Together, we’ll explore how to use AI as a personalized wealth reflection and coaching tool to better understand your relationship with money, financial growth, investing, and future possibility. You’ll learn how to organize financial information, ask better financial questions, identify patterns and growth opportunities, and think more intentionally about the future you want to create.

Whether you already work with a financial advisor or are interested in becoming more financially confident on your own, this session is designed to help you deepen your financial awareness, strengthen self-trust, and build practical tools to support your growth over time.

Homework: Use your AI Wealth Coach to create your personalized 30-Day Wealth Expansion Plan and identify one financial goal you want to intentionally focus on over the next month.

WEEK THREE – June 18

From Income to Legacy
with Diana Dinh.

Building on the momentum from the first two weeks, this session shifts the conversation toward long-term wealth, investing and financial legacy.

Diana will guide participants through conversations around investing, tax efficiency, generational wealth, succession planning, and building financial systems that support long-term growth. Together, we’ll explore moving beyond earning income into intentional wealth creation, including how whole life insurance can be used within a holding company to build liquidity, support legacy planning, and create systems that allow you to become your own bank over time.

Homework: Research three stocks, ETFs, or investment opportunities that interest you, and make your first or next investment with intention.

WEEK FOUR – June 25

Self-Directed Investing & Building Financial Confidence
with Shannon Lorenz

In this closing session, participants will learn the foundations of self-directed investing in a way that feels approachable, practical and empowering.

Together, we’ll walk through how to research stocks and ETFs, understand key investing terms, navigate financial platforms like Yahoo Finance, and begin making more informed investment decisions with confidence.

Participants will also learn how to open and fund a brokerage account, review investment insights and company data and place their first or next investment with greater clarity and intention.

This session is about reducing fear around investing, building long-term financial confidence, and helping participants feel more comfortable actively participating in their financial future.

Homework: Open or review your self-directed investing account and make your first or next investment with intention.

“I’ve always admired Shannon’s work and how she inspires other women to think bigger and keep growing themselves and their businesses.” -Andrea H.

After participating in this 4-week online series, you will have:

– Greater confidence around money, investing, and financial decision-making
– A clearer understanding of your current and future net worth
– Weekly accountability, community support and your own personalized AI Wealth Coach
-A completed personal budget using the template from Chelsea Langenstam
– All Zoom call recordings to revisit at your own pace
– A $50 credit toward the Get Clear to Grow planning workshop in October

BONUS: The first 3 women to register will receive a 30-minute consultation with Diana Dinh.

If you're not satisfied with your experience, we’ll refund your full investment.

“Shannon’s series surprised me with how impactful it was. The practical tools and conversations gave me more confidence around money, which ultimately helped us buy our first home. Her courses are heart-led and bring together like-minded women and those connections have been just as meaningful as the lessons”. -Jude D.

Session Dates

Live Zoom calls every Thursday from 10–11 a.m on June 4, June 11, June 18 and June 25, 2026.

WEEK ONE – June 4

Money & Energetics
with Danielle Searancke

In this opening session, Danielle will guide participants through the emotional and energetic patterns that shape their relationship with money, growth, self-worth, and receiving. Together, we’ll explore the subconscious beliefs, fears, and behaviors that influence the way we approach wealth and financial decision-making.

This week will focus on reflection, awareness, and identifying the internal patterns that may be impacting financial confidence, capacity, and long-term growth.

Homework: Write down 25 ways you could create, attract, receive or grow more money in your life.

WEEK TWO – June 11

Build Your AI Wealth Coach & Net Worth Statement
with Shannon Lorenz

After exploring money mindset, energetics and long-term wealth building, this session brings everything together through financial awareness, organization and future planning.

In this live session, Shannon will guide participants through building their own personalized AI Wealth Coach designed to support financial reflection, accountability, wealth planning and long-term financial growth.

Together, we’ll explore how to organize your financial information, understand your net worth and begin thinking more intentionally about long-term wealth growth and future financial goals.

This session is about creating greater clarity around where you are financially today while building tools to support where you want to go next.

Homework: Use your AI Wealth Coach to calculate your current net worth and identify one financial goal you want to focus on next.

WEEK THREE – June 18

From Income to Legacy
with Diana Dinh.

Building on the reflection and momentum from Week One, this session shifts the focus toward long-term wealth, investing, and financial legacy.

Diana will guide participants through conversations around investing, tax efficiency, generational wealth, succession planning, and building financial systems designed to support future growth. Together, we’ll explore what it means to move beyond earning income and begin thinking more intentionally about long-term financial stability, ownership, and wealth creation.

Homework: Research three stocks, ETFs, or investment opportunities that interest you, and make your first or next investment with intention.

WEEK FOUR – June 25

Self-Directed Investing & Building Financial Confidence
with Shannon Lorenz

In this closing session, participants will learn the foundations of self-directed investing in a way that feels approachable, practical and empowering.

Together, we’ll walk through how to research stocks and ETFs, understand key investing terms, navigate financial platforms like Yahoo Finance, and begin making more informed investment decisions with confidence.

Participants will also learn how to open and fund a brokerage account, review investment insights and company data and place their first or next investment with greater clarity and intention.

This session is about reducing fear around investing, building long-term financial confidence, and helping participants feel more comfortable actively participating in their financial future.

Homework: Open or review your self-directed investing account and make your first or next investment with intention.

Bonuses for Early Birds

The first 3 people to register will receive a complimentary 1:1 call with Diana Dinh focused on investing for the long-term to create a future

Investment

$209 until May 29
$259 startingMay 30

We start on June 4 at 10am.

Spots are limited to keep the experience intimate and impactful.

Meet your host

Shannon Lorenz is an entrepreneur, real estate and stock market investor and creative strategist with over 20 years of experience building businesses, investing, producing high-impact events, and creating community-centered experiences.

She is the co-founder of Lorenz Developments, founder of SEEK Bespoke Market and an experienced event producer known for helping brands and businesses grow through intentional strategy, meaningful connection and thoughtfully curated experiences.

Passionate about entrepreneurship, wealth-building, and community, Shannon’s work is rooted in helping women feel more confident approaching investing, financial growth and long-term wealth building in a way that feels grounded, practical and accessible.

Through her online wealth-focused series, Shannon is helping women approach investing, financial growth and long-term wealth building in a way that feels grounded, practical, and accessible.

Connect with Shannon on LinkedIn

“You reminded me of the impact each of us can have—and the importance of sharing that with the world.” -Colleen M.

Frequently Asked Questions