Where do I start?

This program is structured over six (6) modules – just follow them in order! Everything is broken down into steps for you!

I don’t have a business or finance background. Would I be able to understand this?

Absolutely! This is meant for everyone, no matter what background you have. I break everything down for you so that it is simple to understand. And of course, if you ever have any questions, just ask!

How long will this take me to finish?

As long as you need to. Some people may be able to zip through this, some may take longer – it just depends on how much time you want to put in and how frequently.  I recommend not rushing, so that you can absorb the information and not overwhelm yourself.  If you need to re-watch some videos to understand some things, then go for it!

I’m not sure if this is right for me. Should I do this?

When it comes to financial security, I strongly believe people should know what goes on with their money, especially if someone else manages it for you. If after doing all of this, and you still feel like you don’t want to manage your own investments, that’s okay too. But at least you know what is going on and the right questions to ask your financial advisor (I assume you will hire someone to take care of your money – please don’t just let your money sit there and do nothing!).

I’m not good at math. Will I be able to do this?

Darling, if you are capable of spending money, you sure as hell are capable of keeping tabs on your spending and investments. There’s no calculus, algebra, or any fancy math formulas involved.  This is about your financial security – a little bit of time and effort now will go a long way!

Can I just give you my money to manage?

Sorry lovies, but I am not a portfolio manager…and I have no intentions to be one! Again, this is all about financial literacy! Get learning and invest in yourself!

What should I invest in?

Once you get through all of the modules, you will have an understanding of what you should be investing in – so then you can make your own investment decisions.

If I sign up for the month-to-month, can I cancel any time?

Yes. There is not contract or obligation to continue if you want to terminate your membership.