Our Partners
We believe in collaboration over competition and love what these organizations are doing.
Monarch Money is the modern way to manage money. Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money - together. Monarch is a Pledgettes favorite used by many members.
Trust and Will has helped hundreds of thousands of families create their estate plans, and they are just getting started. They are enabling every American to create a plan that’s customized to fit their needs, their life, and their legacy. Use code GIMME10 for 10% off any estate plan.
Lively is the Health Savings Account provider that helps people prepare for tomorrow by making smart decisions about finances and healthcare today.
YNAB (You Need a Budget) is award-winning software and a proven method—that works.What really makes You Need A Budget different is that we can teach you how to manage your money and get ahead—for good.
The Pledgettes is your financial companion. In our shop, you can find products like our Healthy Wealthy Talks Conversation deck and digital downloads. We want to be a resource for your financial journey!
While The Pledgettes is tailored for women, Jenn Uhen, Certified Financial Education Instructor® coaches individuals, couples, partners, and small groups. In these sessions, we celebrate action and what’s work, set commitments and explore options.
17hats is a Business Management Platform for Solopreneurs. And we use it with The Pledgettes.
CRM, Invoices, Quotes, Contracts, Questionnaires, Client Portals, Online Scheduling, Bookkeeping, Workflows, and more.
Visit The Pledgettes’ Shop at Bookshop, an online bookstore with a mission to financially support local, independent bookstores, to find our members’ favorite books and what we have read in The Pledgettes book club.
Visit The Pledgettes’ Shop at Bookshop, an online bookstore with a mission to financially support local, independent bookstores, to find our members’ favorite books and what we have read in The Pledgettes book club.
81cents gives you the intel to navigate tough career conversations and get paid fairly. Join them as they aim to close pay gaps for women and underrepresented minorities. We’ve partnered with 81cents to provide members with a 10% discount on 81cents services. Use code PLEDGETTES to redeem.
You deserve to know what your bank does with your money. Mighty Deposits analyzes public data about how banks use money. Find banks where your money can do good for you and the communities and causes you care about.
Started by a member of The Pledgettes and three friends, The Giving Forward Project is a collective of 100 women in community, for community. They combine their giving efforts to make a big impact in their local community.
Past Speakers
Your Financial Journey is uniquely yours. So we bring in many speakers to share their favorite money topic so you can hear different perspectives and learn about new strategies. Here are a few of our past speakers.
Liz Windisch
Certified Financial Planner®
Liz Windisch
Certified Financial Planner®
Jacki Carr
Goals Coach
Bianca McGee
Fractional CFO
Bianca McGee
MSBA
Maggie Gomez
Certified Financial Planner®
Kimberly Brown
Career & Leadership Coach
Valerie Recore
Certified Fair Play Facilitator
Melissa Mitt
Accredited Financial Counselor®
Holly Morphew
Accredited Financial Counselor®
Maithreyi Gopalakrishnan
Financial Educator, Stocks