The Money and Merlot Woman

Vision Board Workshops & Our Favorite Reads

Start with a few of our favorite resources.

Thrive in '25! [Workbook]

Within this Workshop, you'll find a tangible way to create your vision board and put the events and lifestyle on it into motion. The MERLOT framework guides you in gathering visions, pinning visions to a timeline, assigning expected costs or resources, and building habits to bring life to your visions.

Buy The Workbook Here
 Reset Weekend

Thank you to Huntsville's The Orion Amphitheater for bringing Money and Merlot's Vision Board Workshop to their Reset Weekend as we Design 2025!

Thrive in '25!
[Digital]

Within this Workshop, you'll find a tangible way to create your vision board and put the events and lifestyle on it into motion. The MERLOT framework guides you in gathering visions, pinning visions to a timeline, assigning expected costs or resources, and building habits to bring life to your visions.

Buy The Digital Here
Curated Book List

Courtesy of The Snail on The Wall, the Huntsville-based bookstore, we have curated a reading list for the Money & Merlot woman.

Want to work with Money & Merlot?

Vision Board Workshops

or
Speaking Engagements

 

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Our Awesome Community

Money&Merlot

Survey says: "Would you recommend this group to a friend?"

100% YES

What's the best thing about this community? The teacher! Everyone commenting things they have done; good or bad. No judgment, free and open discussion. ❤️ Different viewpoints and experiences. Level of respect no matter someone’s level of knowledge or life situation.

Jen from Huntsville says: I called the other day to tell you that I talked to my trainer about how he does stocks. I honestly wouldn't have [asked for help with buying stocks] it wasn't for your group. Before that I was too overwhelmed to ask, lol. I thought you would like to know your group is helping. 😊 I like that it makes me think about things and motivates me to start taking action on things I've been thinking about for a while but just didn't move out on. I did decide though that after I set aside the money [for TSP/retirement] I think I want to get a separate ROTH IRA too. Something about the no future taxes on it just really appeals to me, lol. And it made me think of things to talk to [boyfriend] about for his retirement. I know he set aside money for his kids but I don't know what he's done for himself.