This video walks you through the Wealth in 7 Plan where I become your personal CFO to help build your million-dollar portfolio in as little as 8 weeks.
What to Expect in the Wealth in 7 Program
8 Weeks of 1-on-1 Coaching and Plan Implementation
Weekly 1-on-1 intensive for the first 8 weeks, followed by bi-weekly/monthly meets to ensure execution and monitor implementation, for a total of 3 months.
Optimized Cash Flow Allocation and Organization
Create your guilt-free, guaranteed savings plan - the same strategy that has helped my clients save on average $9,000 more per year.
Your Million-Dollar Portfolio in the Making
Portfolio assessment and building core investment portfolio within the first 4 weeks, providing education and management skills.
Financial Goals Evaluation and Action Plan
Receive an assessment of your current financial situation and trajectory, and a recommended action plan to put you on track towards your desired goals while protecting yourself and family.
Weekly Session Outline
(subject to change based on individual needs)
Session 1: Discovery and Outlining Portfolio Goals + Delivery of Optimal Cash Flow Plan
You will receive a cash flow plan that will keep your finances organized, and savings automated so you don't have to worry about day-to-day budgeting nuances - spend guilt-free! This is where we will allocate money to your future goals while balancing your current lifestyle and short-term goals.
Session 2: Building Your Core Portfolio
Whether you already have a current portfolio of mutual funds, ETFs, or no portfolio at all, you will walk away with a winning portfolio that will put you on track towards the goals you outlined in the previous session. Need a review of your mutual funds statements and how to understand them? Done! This is where you set up the core foundations of a portfolio that will take you to six-figures and beyond and get to understand how professional investment managers build multi-million dollar portfolios for their clients.
Session 3: Accounts & Execution
You'll be putting everything to work here, including making your first investment (yay!). We will also be navigating websites together so you know what relevant information to look for, and finally understand what all those acronyms mean (e.g. S&P/TSX, TFSA, RRSP/401K etc.), and how these investment products are structured when presented to you. Everything will start to look familiar! (Can you say, ETF expert in the making?)
Session 4: Beyond Your Core with Sectors/Thematics
Here, we will add themes and sectors to your portfolio that align with values and personal interest. Learn how you can support your social causes, earn higher risk-adjusted returns from sectors that interest you (e.g. cryptocurrency, EV, marijuana, etc.).
Session 5: Beyond Your Core with Individual Stocks
Learn about the differences between fundamental investing and growth investing. You will understand the characteristics of a good company and be able to identify winners for your portfolio.
Session 6: Beyond Your Core with Individual Stocks Part II
Continuing from the last session, this is where you'll learn how to value individual stocks to see if they are desirable as an entry point, so you don't overpay!
Session 7: Financial Plan Delivery
We'll be discussing the recommended action plan that will get you to the retirement you want, minimize your taxes, ensure you and your family are protected from life events, and carry on your wealth to the next generation.
Session 8: Wrap up/ Q&A/Personalized Session
Here we will wrap up everything you've learned or if there is anything you'd like to discuss further in detail, this session is all yours!
Manager, Business & Tech Support
I had no idea fees can be as slow as 0.2%. Crunching the numbers I saw that the following year I saved over $4,400 because of the lower fees.
Michelle helped me really understand how much my bank was taking from my portfolio in fees. She walked me through how easy it was to manage my own portfolio and how low the fees are for ETFs.
Business Application Manager
With my first stock purchase I able to make an $800.00 profit in over 2 months.
Reaching out to the Sassy Investor for advice/help made all the sense in the world. She help me organized my financial goals through asking various simple questions that made me think what I really wanted. Any questions I had she answered in terminology that I could understand.
...I was able to contribute $10,000 in savings, saw a 20% growth in my portfolio and 2.5% reduction in annual management fees
Most importantly, it gave me the financial freedom and confidence to leave my unhappy relationship, move out and furnish my own place, take up boxing, pursue a designation, and rebuild my happiness.
Hi! I'm Michelle Hung
Fee-only financial planner, financial educator, and author of The Sassy Investor and Investing for Teens: How to Save, Invest, and Grow Money.
As a former investment banker, I've acquired a rich understanding of capital markets and how it all ties in with the average investor. And I'm here to teach you all about what you need to know, so you, too, can get ahead in life, build your million-dollar portfolio, and never have to worry about money again.
To date, I've helped people invest over $3 million and save on average over $9,000 per year - and this is only a fraction of what's being tracked.
Disclaimer: The Sassy Investor does not provide investment advisory services, including stock advice or recommendations. The Sassy Investor is an education platform and financial coaching company engaged in the services of educating and facilitating individuals in the areas of financial planning. Articles, commentaries, presentations, investment plans and other content provided by The Sassy Investor on or through the Website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.