Gayle is a natural mentor and facilitator who skillfully weaves the essence of money with its broader meaning and our humanity. She has offered workshops and courses since 1991 to a diverse audience of individuals and financial planning professionals. As Gayle says, “Only when we can see money blended into our life journey can we nourish our relationship with it.”
Current Offerings

MoneyMoves® TeleConnections
Experience Gayle’s insight and engaging style in a free teleconference on an important and relevant topic. These hour-long group conversations occur on the 2nd Monday of each month (unless it’s a holiday) from 8-9 pm EST. Each session starts with a centering activity, continues with a brief teaching and an experiential exercise related to the topic, followed by a group debrief and connected closure. These engaging connections invite your full participation. Calls are recorded for follow up access, and bonus hand-outs are located under Offerings.
Join us for a year-long exploration of Financial Fitness!
Throughout the year, our discussions will dive deeply into many facets of financial fitness, both from a practical perspective and a reflective perspective, thus allowing you to take specific actions, as well as grow in your money-savvy and self-awareness.
Topics for upcoming months are listed below. (Please note that these topics are subject to change based on Gayle’s and participants’ interest and inspiration.) Click on a date to register for the call and receive the call-in number and access code via email:
Health Wealth – How does staying physically healthy impact your finances as well as sustain well-being your entire life?: June 18th
Financial Check-In: How’s your fitness? Recommitment: July 16th
Education – How do we value learning?: August 13th
Saving, Investing, Directing $ Energy: September 10th
October 8th (Topic TBA)
November 12th (Topic TBA)
December 10th (Topic TBA)
Recordings from Previous TeleConnections
Spending Intentions Aligned with Life Intentions – May, 2012
Listen to the Recording & Download the Key Points & HomePlay Document
Financial Fitness: Just Enough … Protection – April, 2012
Listen to the Recording & Download the Key Points & HomePlay Document
Financial Fitness: Tax Wisdom, Etiquette & Integrity – March, 2012
Listen to the Recording & Download the Key Points & HomePlay Document
Financial Fitness: Your Estate, Your Last Love Letter – February, 2012
Listen to the Recording & Download the Key Points & HomePlay Document
Financial Fitness: Commitment & Organization – January, 2012
Listen to the Recording & Download the Key Points & HomePlay Document
Creating or Consuming – December, 2011 Listen to the Recording
Developing Gratitude – November, 2011 Listen to the Recording
Openness to Learning – October, 2011 Listen to the Recording
Expand Your Awareness – September, 2011 Listen to the Recording
Women, Wealth & Wisdom
Gather with other women in a nurturing environment to explore wealth beyond the numbers. As a woman fully engaged in LIFE, discover your new way of being and living a wealthy life. Explore and befriend limiting beliefs and expand your capacity to manifest your heart’s desire, including financial resources. Catalyze the feminine perspective and confidently take action toward your vision with ease, precision and purpose. This engaging and unique group experience provides fertile ground for seeing clearly, gaining support and motivation and offering your wisdom to the world.
Are you interested in participating in an upcoming Women, Wealth & Wisdom course? Please let me know! I am currently planning an 8-week course, one week-night per week from 6:30pm-8:30pm, to be held in the Concord, MA area.
Please fill in the form below with your name, email address, your preferred month to begin and week-night to meet. Feel free to include any additional information you would like to share:
Gayle’s skill and her deep compassion, make the Women’s Wealth Workshop like going to financial boot camp with Mother Theresa.
- Linda, South Carolina, Facilitator and Coach
Women, Meaning and Money®
Navigate through a life- and financial transition with Gayle as coach and a circle of women who understand and share your experience. Transitions such as marriage, divorce, job change and inheritance often lead to confusion, isolation, and indecision. Within the structure of this 12-month coaching program, you will become more aware of the energy and practicalities surrounding your transition, as well as your options, strengths, and areas of development. You will have the opportunity to consciously shape the next phase of your life in a most constructive way. The framework of this course, combined with Gayle’s expertise in Integral CoachingTM, creates a powerful container to help you navigate through uncertainty and design the next chapter of your life.
This program material is developed by Sudden Money Institute.
I never even knew if any of the other participants were high paid executives or business owners or stay at home moms. I felt that first and foremost we were women there to learn about why and how we used money in our lives.
– Carolyn, Massachusetts, Mother, Business Owner
MoneyMoves® Connection
Beginning in 2012, Gayle will offer half-day sessions on important issues relating to money and life, such as: Money & Transition, Money & Integrity, and Money & Fun. Stay tuned!
Past Courses

Inquire about future availability
For Individuals:
Imagination Made RealTM
Embark on a powerful and unparalleled path for manifestation that is ignited and sustained using a somatic, emotionally intelligent approach. Create the life you envision and learn to shift your consciousness to easily manifest what you want. From discovering life purpose to setting intentions, accelerating manifestations, igniting valuable beliefs, and drawing on a treasure chest of manifestation tools, this course supports you in attracting and sustaining your life dreams. (Available as a seminar and telecourse.)
Manifestation as Integral Life Practice
Gain new awareness and new tools to create a greater flow of abundance in your life. Every moment each of us is manifesting and attracting what arises, both what we want and what we don’t want. Manifestation as an ILP invites you to discover how your consciousness (thoughts, feelings, and actions) is the driving force behind manifestation, the energetic juice that catalyzes the law of attraction. You will utilize your body-mind in manifestation practices that expand awareness and build new muscles.
For Financial Professionals:
Integral Finance
Gain a better understanding of integral theory and how its application can improve your life and practice. In this training, financial professionals are introduced to leading integralist Ken Wilber’s multi-disciplinary AQAL model, and will understand the practical application of Quadrants, Levels, Lines, and States for their clients, their practices, and themselves. This training is presented in one day and two day formats. Optional longer trainings allow for deeper integration of the principles through attentive discussion and practical exercises.
Our workshop for the MA FPA was wonderful. The level of conversation and mutual learning was terrific. This brought theory to life and starts bringing breath to this work.
– Dick, JD, CFP, Colorado, Writer, Business Owner, Thought Leader
Inward Bound – in collaboration with Sudden Money© Institute
Do you sometimes feel outside your skill set in handling a client situation that involves a loss or other financial transition? Gain skills and confidence in your ability to assist clients with the interior aspects of financial decision-making while enhancing your knowledge of the nuances of personal transitions. In a vital learning environment which requires each participant to be committed to their personal growth and embrace mutual support and collaboration, you will practice integrating interior and exterior finance.

Integral Ethics
Drawing on Integral Theory, which ensures utilization of a full range of resources for any situation, this experiential course helps financial planners clarify personal values and beliefs, improve ethical communication skills, apply specific ethical strategies in their lives and practice, and expand their understanding and application of the CFP® Board’s Code of Ethics and Practice Standards. Various exercises create opportunities to improve awareness of how to live in integrity, communicate with peers, co-workers, clients and the public, increase community respect, and apply more effective systems for ongoing ethics and standards.
Next: Offerings >>


