Intentional Money Life Courses
From financial confusion to financial intention
Do you want to take control of your finances and invest for your family's future?
With my online courses, you can clarify what’s important to you, and create a plan to get there.
Ultimately, you’ll be able to spend less time worrying about your financial future or second-guessing your decisions.
Because of the impact of compound interest, the longer you wait to get started, the less you’ll end up with later!
Are you ready to take action?
“ I downloaded Mint, opened up a Roth IRA, opened up a brokerage account, educated myself in investing, paid attention to my HSA, made a social security account, funded my investment accounts, purchased quality index funds with zero expense ratios, taken the initiative on investing, educated myself about tax laws as they apply to me, and started talking to those close to me about finances.”
Courses to Move You from Financial Confusion to Financial Intention
Everyone always has financial advice to give, like “using a budget”, but most people don’t really explain why. Here, our focus is on YOU.
Level Up Your Finances
This program will start with understanding yourself and your relationship with money, then it will skip straight to understanding compound interest, investing, taxes, and planning for retirement. This is great option for those who have decent credit, not a lot of consumer debt, and who really just need help moving on to investing and long-term planning.
With this program, you can move from “doing well” and not having a lot of debt, to actually “being strategic” with your money. Set some long-term goals to build your wealth and make them happen!
FREE Downloadable PDF, Podcast, & Email Course
Investing 101: 10 Things You Need to Know to Invest Successfully
Investing can seem super overwhelming, scary, and confusing. So I created this FREE podcast & email course to help you learn some of the basics that I believe ALL investors need to know.
Learn 10 critical lessons that every (new or not so new) investor needs to know. Gain confidence in your ability to invest successfully. Avoid investing mistakes that could cost you big time. Get started investing so you don’t miss out on valuable compound interest.
This is a great way to start to build your knowledge! Then you can decide if this is enough for you, or if you need to learn more (no shame, I would have needed more!).
FREE Preview of Level Up Your Finances
FREE Investing Module
Do you want to start investing but it sounds scary? I’ve made parts of my Level Up Your Finances course FREE so you can watch some important videos and get started building your knowledge! You’ll also get to complete a hands-on activity where you decide on your preferred stock vs. bond allocation, and you’ll get access to 3 of the 16 cheat sheets offered in the course!
This is a great way to preview my Level Up Your Finances course, while learning some important investing info!
What were some of the most impactful things that we covered in this course? Why were they so impactful?
Not here to learn (maybe you already have, or maybe you just don’t have the time to take a course), you just want to meet with a professional? Great, let’s do a 1-time, 1-hour, advice-only financial planning session instead!
Are you ready to get started investing (or maybe you already are), but it's all so overwhelming and confusing and you're terrified you'll lose everything?
- Learn 10 critical lessons that every new (and not so new) investor needs to know
- Gain confidence in your ability to invest successfully
- Avoid investing mistakes that could cost you big time
- Get started investing so you don’t miss out on valuable compound interest
