I've taken everything I've learned from my 10+ years working in financial planning and distilled it down to the fundamentals - the things you MUST know in order to be successful in investing. I've also made it super fun and way more interesting (think pre-learning dance parties and super-relevant examples). Together, we'll learn about mindset blocks that are preventing you from getting started, I'll hold your hand as we open up your investment account and select your investments. I'll teach you how often to look at your numbers and when to actually take action and trade. You'll walk away with the skills to preserve and grow your wealth - skills that will be with you for LIFE.

What's included: 

Module 1: How to get in the investing mindset - overcoming blocks

Module 2: Why to invest - finding your own why

Module 3: Different types of investments

Module 4: What is diversification and why is it important

Module 5: What are Mutual Funds/ETFs/Index Funds

Module 6: What to look for in an investment

Module 7: Types of investment accounts & TAXES

Module 8: Where to put your money based on when you need it

Module 9: How to know if you're putting away enough & planning for retirement

Module 10: How to maintain your investment strategy for the long term