Small Room. Big Deal
SMALL ROOM, BIG DEAL.
A private financial strategy + wealth coordination experience for women already in motion.
Friday, October 9 | 9:00 AM–1:00 PM
Atlanta | Private Location
You’ve built a lot.
The career. The business. The income. The relationships. The life that, at one point, you were working so hard to create.
And somewhere along the way, the decisions got bigger.
Your money became more complex. Your business and personal life became more connected. There are more opportunities, more responsibilities, more people giving you advice and more consequences attached to getting the next decision wrong.
You may already have the CPA.
The financial advisor.
The attorney.
The banker.
But who is looking across the whole picture?
And maybe the bigger question is:
Are you building a financial life that actually supports the life you want to live?
That is why I created Small Room, Big Deal.
Not another conference.
Not another networking event.
Not a room where you collect business cards, take a few pictures and leave with pages of notes you never look at again.
This is a deliberately small room for women who have reached the point where figuring it out as they go is no longer a sufficient strategy.
Only 12 women.
One table.
Real decisions.
Real conversations.
Real access.
And enough space to actually think.
THE EXPERIENCE
We’ll begin over breakfast and photos, because the women in the room matter just as much as the information.
Then we go deeper.
We’ll look at the pieces of your financial life that are often managed separately: your income, investments, taxes, business interests, estate planning, insurance, liquidity, advisors, obligations, opportunities and the life you are actually trying to build.
This is wealth strategy coordination.
Not simply asking, “Am I doing well?”
But asking:
Is everything working together?
Where are the gaps?
What deserves attention now?
What decision are you avoiding?
Who needs to be at your advisory table?
And what should happen next?
Then we have a different kind of conversation.
I call it:
WHAT ARE WE DOING WITH OUR LIVES?
Because wealth without intention can become another thing to manage.
We’ll talk about the questions accomplished women rarely have enough space to ask:
How are you, really?
Are you enjoying what you worked this hard to build?
What are you carrying that you no longer want to carry?
What does enough look like now?
What are you building toward?
What would you change if your money, time and decisions were truly aligned with the life you want next?
This may be the most important conversation of the day.
AND THEN, WE EXHALE.
We’ll close on the rooftop with bites, wine and conversation.
No forced networking.
No awkward exchanges.
Just accomplished women getting to know one another, sharing what they know, opening doors and creating the kind of relationships that continue long after the room closes.
Because sometimes the next opportunity, introduction, idea or answer does not come from a bigger audience.
It comes from a smaller room.
YOU’LL LEAVE WITH MORE THAN NOTES.
You’ll leave with a personalized priority map that identifies what deserves your attention, the solutions to explore and what should happen first.
You’ll also have access to personal connections and introductions from me, where appropriate, to people within my network who may help move the right priorities forward.
And perhaps most importantly, you’ll leave seeing your financial life differently.
Not as a collection of accounts, advisors and decisions.
As one life that deserves a strategy.
THIS ROOM IS FOR THE WOMAN WHO…
Is successful, but knows success has created a new level of complexity.
Is earning more, building more or responsible for more than she was a few years ago.
Has advisors, but still finds herself connecting the dots.
Is navigating a liquidity event, business capital decision, career change, inheritance, aging parents, marriage or divorce, retirement, or another significant life pivot.
Has reached the point where her next financial decisions are simply too consequential to make reactively.
Or maybe nothing is wrong at all.
Maybe you simply know there is another level of clarity, coordination and intentionality available to you.
That is enough reason to be in the room.
FRIDAY, OCTOBER 9th
9:00 AM–1:00 PM
Atlanta
Private location shared with confirmed guests.
Breakfast. Photos. Deep work. Financial strategy. Honest conversation. Curated connections. Rooftop bites + wine.
12 women. One strategic table.
The best rooms are getting smaller.
And more intentional.
Request your seat.
Small Room, Big Deal.
Presented by The Money Plan™
Strategy | Clarity | Freedom
@drgarnerscott @themoneyplaninc