INVESTING 101

The Keys to Investing

Gain the confidence and clarity to easily understand money and investing without the confusion, intimidation, and jargon. This course is the perfect introduction to how to invest and it’s laid out in simple steps.

INVESTING DOESN’T HAVE TO BE COMPLICATED.

It’s time to learn how to make money work for you!

I’ve designed this course to be everything you need to get started in taking control of your financial health and power. It’s filled with training, bonus sections, and demos.

WHAT'S INCLUDED

TRAINING

Five 25 minute Primary video trainings where I walk you through all you need to know to invest, types of investments, how to put it together, and everything in between.

BONUS SECTIONS

Additional Bonus Videos on how to buy and sell a stock or ETF in an online investment account, what all the terms mean. Videos on how to read Factsheets and understanding Sustainable Investing. 

3 Sample Portfolios

You’ll get 3 Sample Portfolios at different Risk Levels so you know how to build the right mix for you.  

I’M HERE TO HELP

take control of your finances

As your Financial Mentor, I promise to provide you with the knowledge you need to feel empowered.

With over 25 years of experience in the financial industry, I understand the confusion and intimidation that comes with the idea of money and investing. 

My mission is to ensure that everyone has access to the tools and resources to learn how to take control of their financial future and be confident doing it.

IF YOU'RE
FEELING:

Confused by Jargon

This course is perfect because I cut out the financial talk into simple, easy-to-understand terms.

Vulnerable About Your Future

This course is perfect because you will walk away with the confidence to invest and have your money work for you. 

Unsure on How to Get Started

This course is perfect because it gives you a great introduction to everything you need to know about investing with Mutual Funds and ETFs along with Sample Investment Templates for you to learn from.

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The results

HOW DOES THIS SOUND?

FEEL EMPOWERED AND CONFIDENT ABOUT YOUR FINANCES

COMFORTABLY UNDERSTAND THE DIFFERENT ASPECTS OF INVESTING

Achieving the financial security you desire

HAVE THE SUPPORT OF A FINANCIAL MENTOR THROUGH A PRIVATE Facebook GROUP SO YOU CAN ASK QUESTIONS EVERY STEP OF THE WAY

Ready to get started
sign me up!

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