Investing
School
Welcome to Investing School!
Every woman deserves to feel financially empowered. To make her own money. To grow her own wealth. Full stop.
Whether you’re married, single, or somewhere in between, you shouldn’t feel stuck because you lack confidence in your finances. That’s why I created Investing School, to give women the tools, clarity, and confidence to take charge of their financial future.
This program is designed to simplify the process of investing so you can start building wealth even when you’re starting small and as a beginner.
This program is perfect for you if:
You’re curious about investing but don’t know where to start.
You’ve been overwhelmed by financial jargon or myths about investing.
You have little to no experience and you’re ready to learn.
You’re busy and need a short, focused program to take action quickly.
Invested money at the bank, and not sure if it’s the right solution for you.
You want to have your money work for you.
What you’ll walk away with:
A clear understanding of investment basics, building a strong foundation of understanding.
A personalized portfolio you built so you can confidently start to manage and grow your wealth.
Tools, strategies, and clarity to grow your wealth on your terms.
Confidence.
Lifelong knowledge and skill that will ripple through every financial decision you make.
What’s Included?
1. Two Foundational LIVE Group Classes (up to 3 hours each)
Class 1: The Essentials of Investing
Gain a clear understanding of investing fundamentals, including different account types, their benefits, diversification strategies, risk management, asset allocation, and security types. This class is packed with essential knowledge that will empower you with lifelong investing skills.
Class 2: Defining Goals & Building Your Portfolio Workshop
Set clear investing goals, explore ETFs, and create a personalized investment plan that aligns with your needs.
With live Q&A throughout, you’ll gain valuable insights and knowledge - not just from me, but from a community of like-minded women all working toward the same goal.
2. Personalized 1:1 Call (45 minutes)
Offering tailored guidance and mentorship to refine your portfolio, address your unique questions, and gain clarity on your next steps, bringing your Investing School experience to a powerful close.
Why Do I Do This?
I’ve spent years helping people grow and manage their wealth. But, I keep seeing the same gap, so many women wanting to invest, but they feel overwhelmed, intimidated by jargon, or unsure where to start. Too often, they’d either leave their money sitting in a savings account, where it loses value over time, or invest through a bank without fully understanding their options or whether their money is truly working for them.
In traditional financial services, minimum investment requirements exist to make advising viable, but they also create a barrier, leaving many without the guidance they need.
That doesn’t sit right with me.
That’s why I created Investing School to break down the barriers, simplify investing, and empower individuals to confidently take control of wealth on their own terms.
This program is deeply personal to me because I believe every woman deserves to feel secure and empowered in her financial future. My goal is to give you the tools, knowledge, and clarity so you can invest on your own, manage your wealth and step fully into your financial power.
Because it’s not just about the numbers, it’s about the freedom that comes with building your wealth and the ability to create the life you deeply desire rich with opportunities.
I’m offering a 30-minute application call to ensure this program is the right fit for you. My strongest value is integrity and connection, and it’s important to me that this program aligns with your goals and brings you the most value.
This isn’t about a sales pitch its about making sure this program aligns with what you need so you can feel confident, supported, and ready to take the next step toward growing your wealth.
Application deadline March 14, 2025