. July 2004 Connecting your pocketbook to your soul (TM)
. women's perspective newsletter
in this issue
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Your Monthly Money Journey

This month, you explore alignment, the process of bringing your financial life in line with your core values.

Alignment doesn't necessarily show up as a glamorous moment, but as the coming togther of intention and action.

Why are you focusing on money and spirituality at this time in your life? Note some of your thoughts in your journal.

The flow of money
You examined your financial assets and liabilities in previous newsletters. Now you will look at your cash flow, how your money comes in and goes out. A cash flow statement gives you data on how you are spending your resources.

Your checkbook, credit cards receipts, tax returns, bills, day planner and computer files can provide the information of your daily financial life.

To gets lots of facts, review your finances for one complete year on our 12-month cash flow form. Enter the money you receive and the money you spend month by month, making estimates or assumptions where necessary.

Here are some ways to make the work easier:
  • Personalize the form.
  • Use colored paper or colored pens and pencils.
  • Choose a happy place to do the work.
  • Plan a special time to do this work and reward yourself along the way.

Before you start to uncover your cash flow, write down why you are doing this work and what it can tell you. Review your purpose often as you tackle this job!


What your cash flow reveals

  • How you take in money
  • How you spend it
  • Your true necessities
  • What you care about
  • Where your money flow and values are in harmony
  • Changes you could make to bring your use of money closer to your spiritual values

Next month:
Create alignment by integrating your money facts, feelings and actions with your spiritual core.

Can't wait till next month?
Speed ahead on your Money Journey using A Woman's Book of Money & Spiritual Vision. The book is featured on our website, with links to booksellers and the publisher.

Want to share your money journey with others?
We recommend forming a group of 12 to 15 members, and meeting for 6 or 7 sessions. To help you create a productive and enjoyable experience, we're creating materials to assist group leaders.

Email us for study group details



Community Investing Links
Welcome to our July newsletter on money and spirit. This month our theme is community investment - a concept that can be useful to you in building up your local community as well as for all of us in envisioning a sustainable global community.

As you read this newsletter, a Women's Perspective travel group has just returned from Findhorn, Scotland, after living and working in that intentional community for a week. We'll update you next month on that trip. If the idea of traveling to get new experiences of how people integrate their spirituality and money, consider our trip to Africa in November. More about that trip below in this newsletter.

July 24-31: Aligning the Spiritual & Financial Aspects of Your Life, workshop at the Chautauqua Institution. Click here for details.

Profile: Embracing the Power of Your Passion
Left: Polly Simpkins shows off her newly decorated Soul of the World Tea Room, opening this fall in Bridgeport, Connecticut.

As Polly Simpkins' mother was saying goodbye to life during a long battle with emphysema, she told Polly about her unrealized dreams, including her passionate desire to visit India and see the Taj Mahal. Polly promised to fulfill her mother's dream "someday."

Eventually, Polly decided that "Someday is now." This suburban wife and mother of two young boys journeyed to India to work with dying and destitute patients at Mother Theresa's hospice in Calcutta, visit a Buddhist monastery in the Himalayas, and take her mother's ashes to the Taj Mahal.

Today Polly Simpkins works to inspire and encourage others to live their "somedays" through The Passion Project, a grassroots organization dedicated to inspiring passion in the lives of adults and young people. Currently The Passion Project is developing a documentary film featuring young people who are following their dreams.

Soul of the World Tea Room, opening this fall in the Black Rock neighborhood of Bridgeport, Connecticut, will be the home of The Passion Project. The tea room will bring people together for discussion groups, workshops, films and lectures, helping people to live more authentically and true to their own life passions. SOTW's opening event will be a reading with Prill Boyle, author of Defying Gravity: A Celebration of Late Blooming Women, on September 15 at 10 am. For directions, call 203-362-2306.

How do you finance your passion? Polly Simpkins said she started very small, connecting her passions with the dreams of others.

Email The Passion Project & Soul of the World »

Discover Community Investing


(Left) Carolyn Whorley at home.

In your personal investments, it's possible to be "doing good" along with "doing well." Carolyn Whorley's story shows how community investment benefits others as well as the investor.

After a series of personal setbacks, Carolyn was living in transitional housing in Washington, DC. She joined the Homebuyers Club operated by Manna, Inc., a nonprofit organization that helps low and moderate- income residents of Washington achieve home ownership. After working diligently to clean up her credit and learn the skills of home ownership, Carolyn saved the down payment and qualified for a mortgage on an affordable condominium built by Manna.

"Lord have mercy. I was so happy when I went to the settlement table!" she said when the deal was done. Today, Carolyn is a proud homeowner, president of her condo association and an inspirational speaker about her journey in reaching her goal.

Founded by the New Community Church in Washington, Manna acquires properties and provides interim financing for housing through its Capstone Fund. Upon sale of a home to a purchaser like Carolyn, the proceeds revolve back into the Capstone Fund for continued use. More than 60 individuals, religious groups and foundations have money invested in Manna's Capstone Fund, primarily in the form of low- interest term loans.

The Capstone Fund is one example of a community investment fund, in which capital is directed to underserved populations or needs. The Capstone Fund invests only in housing projects developed by Manna. In other models of community investing, the fund may lend capital to projects or businesses sponsored by a variety of qualified sponsors. Still other funds and financial institutions pledge to place a minimum percentage of their assets in community investments.

Whether you're a potential investor or a seeker of capital, you can learn more about community investing by clicking the links in the blue column at the left.

Community investing can be a great way to integrate your financial life with your core values. If you're intrigued by this concept, talk to your financial advisor about options that may be right for you.

More on Community Investing: The 1% Challenge »

Now in Paperback: Jean Bolen on Feminine Archetypes


Just in time for our September 18-19 joint workshop with Jean Shinoda Bolen, her classic work has been reprinted in paperback. Goddesses in Everywoman describes the powerful archetypes for women that influence what we do and how we feel.

Dr. Bolen introduces these patterns in the guise of seven archetypal goddesses, or personality types, with whom all women will identify. Goddesses in Everywoman shows us how to identify our ruling goddesses (from the autonomous Artemis and the cool Athena to the nurturing Demeter and the creative Aphrodite). Each of us decides which to cultivate and which to overcome, and how to tap the power of these enduring archetypes to become a better "heroine" in our own life stories.

September 18-19: Joint Workshop with Jean Bolen
You can explore these themes with the author on September 18-19, when Rosemary Williams and Jean Bolen will jointly present a workshop, Goddess Archetypes, Money and Women: Tapping into Our Financial and Spiritual Wisdom. You will be supported in discovering your own deep archetypal sources of wisdom and spirituality and learn how to integrate your core values and financial life.

This workshop will take place in Darien, Connecticut, at the Convent of St. Birgitta on 10 beautiful acres overlooking Long Island Sound. Attendence is limited to 50 persons. The cost of the two-day workshop is $250, and a non-refundable $75 deposit will reserve your place until September 1, when the balance is due.

Click for registration details »

Money & Spirit Opportunities for You


Based on A Woman's Book of Money & Spiritual Vision by Rosemary Williams and Joanne Kabak, our workshops help you align your financial life with your core values.

Here's a comment from a recent participant:

    "As a result of your workshop, my husband I are visiting an estate tax attorney to redo our wills (at least 15 years old) and to get an overview of steps we should take in order to be wise in money management and to enable us to give to charity now and in the future ... Thank you!"

Click for details and register today:

  • Chautauqua, NY: July 24-31, Aligning the Spiritual & Financial Aspects of Your Life, Chautauqua Institution
  • Darien, CT: Sept. 18-19, joint workshop with Jean Bolen, Goddess Archetypes, Money and Women: Tapping into Financial & Spiritual Wisdom, Convent of St. Birgitta
  • Westfield, MA: Oct. 2, Life, Values, Money - Connecting Your Wallet to Your Soul, Genesis Spiritual Life Center
  • Manchester, CT: Oct. 9, Women, Money & Spirituality, Manchester Community College
  • NEW! Tucson, AZ: January 13-16, 2005; workshop on Money & Spirit, offered during the Social Justice Biennial Conference of the Presbyterian Health, Education & Welfare Association (PHEWA). Click here to request registration details.

    Transformative Travel to Africa
    Space is still available on the Women's Perspective trip to Kisumu, Kenya November 20 - December 6 to attend the International HIV/AIDS Widows Conference. The Women's Perspective group will share financial skills with the widows in a session on "Financial Destiny." We'll also look for ways to share our resources to help these women create a better future for their families. To join our Africa trip email list, click here.

    Click for the Women's Perspective calendar »

  • .    email: info@womensperspective.org
       voice: 203-336-2238
       web: http://www.womensperspective.org
    Copyright 2004 - Women's Perspective on Money & Spirituality · 421 Meadow Street · Fairfield · CT · 06824

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