The Premium Wealth Accelerator
The only program of its kind
A 12-week high-touch mentorship for women ready to build, protect, and leave a legacy of wealth.
We begin on Monday, June 1st
Enrollment closes Thursday, March 4th at 10:00 PM EST.
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You are a determined go-getter who makes important decisions every-single-day at home and at work to make sure everyone is happy and cared for.
You're doing pretty well even though you never were required to take a personal finance course in school.
But every now and then you wonder...
- Am I really making the best decisions with my money?
- Will I ever be able to fully retire?
- Why does everyone else seem to be doing better than me?
- How can I get a grip on my finances without becoming an expert?
- Who can I trust to talk about my goals and dreams?
Even though the reasons for becoming financially confident are obvious, the path to doing it successfully can be overwhelming.
Over the last 30+ years I've had the honor to work with hundreds and hundreds of women who worried about their finances, just like you.
- Some came to me after they lost their spouse and were suddenly faced with making decisions about their financial issues (like insurances and investments).
- Some came to me because their current advisor talked AT them, and not TO them.
- Some came to me because they had no clue if they would run out of money in their lifetime.
- Some came to me because a friend told them they should talk to me.
- Some came to me because they had NO IDEA of where to start.
But the one thing EVERY woman said was that they wish they had learned about personal finance earlier life or before they were forced to.
And that's why I created:
presents
A one-of-a-kind online group coaching program that will get you growing confidence and soothing your worries about personal finance!
Here's a quote from Barb G. ...
"Laurie, I want you to know how much I appreciate your guidance. Having money to invest is brave new territory for me, and rather frightening. It's a big responsibility to use it wisely, especially when I know my parents worked hard for it."
For the last 3 decades I've worked in all kinds of financial service capacities and have held so many licenses required to do my jobs that it makes my head spin.
(Series 7, 8, 63, 65 as well as CTFA™ and CFIRS certifications... along with my most recent, a National Social Security Advisor Certificate!
You're learning from a financial expert who has been through just about everything there is to experience in the finance world.
----View my bio here ---
My superpower is cutting to the chase without all the jargon the financial industry uses.
I'll teach you the essentials you need to understand, clarify, save, grow, protect, preserve, secure and select the best path to your financial freedom ... with confidence!
"Personal Finance Fundamentals™" is the ONLY group coaching program of its kind that will...
1. Save you money (because mistakes regarding your personal wealth are expensive)
2. Save you time (no more Googling or water cooler talk to find your answers)
3. Save you and your family heartache (by protecting income and assets when unexpected life events happen)
4. Give you a community of like-minded women who share your struggles and want to learn as badly as you do.
All while learning in the comfort of your own home and on YOUR schedule!!
Here's how I'll help you get your financial house in order from foundation to finish with my proven step-by-step process:
Module 1
Understanding Your Money Story
At a very early age you developed your thoughts about money. You may have been programmed to believe that 'rich people are selfish and only think about themselves' or 'living paycheck to paycheck is how we roll.' I'm going to teach you HOW to change your mindset to become financially confident.
Module Highlights:
- Introduction to Your "Jargon Journal" - there will be no confusing terminology in this course!
- Your current money story
- Your unique WHY
- Your new money story
Module 2
Clarifying Your "ATM" (At this Moment)
Simply put, you're going to figure out exactly where you stand now. I call it your ATM or "At This Moment." You'll discover how much easier it is figure out where you're going when you know where you're starting.
Module Highlights:
- Effective organization for paper and/or digital cataloging
- Gathering and safekeeping your private information
- Utilizing your "Personal Document Locator" (provided by Her Wealth Coach)
- Calculating your net worth
Module 3
Saving for Retirement
A primary concern I hear from women of all ages is "Will I outlive my money?". We'll dive into the savings vehicles that are available to help you alleviate that fear.
Module Highlights:
- IRA Accounts
- Employer sponsored retirement accounts
- What to expect from Social Security
Module 4
Growing your Personal Wealth
With so many types of savings options available, we'll narrow down which vehicles are most appropriate for you.
Module Highlights:
- Banking and money market accounts
- How to and and why you should consider investing in stocks to potentially grow your savings
- How to and and why you should consider bond investments to supplement your income
Module 5
Protecting your Assets and your Income
You're saving money and on your way to financial freedom. But what happens when you get sick or tragedy happens? I'll give you the tools to be sure you and your family are covered.
Module Highlights:
- Evaluating your life, health and disability insurance
- Protecting your home and vehicles
- Determining the need for Long Term Care insurance
Module 6
Preserving your Wealth with Essential Planning Documents
This by far can be one of the most difficult lessons not because it's hard, but because we tend to avoid the topics of death and disability. To avoid having your family fighting at your funeral because you didn't have clear instructions laid out in your will, let's make sure you get this done.
Module Highlights:
- What to include in your will and/or living trust
- Why you need a power of attorney
- Titling your assets in the most tax-efficient manner
- Having difficult conversations with your loved ones
Module 7
Securing your Digital Assets
We live in an on-line world and there are hackers trying to get into our accounts every day. I'll teach you how to be more vigilant with your online assets.
Module Highlights:
- How to create effective passwords
- What NOT to share on-line
- Tips for identifying an on-line scam
- Safeguarding your social media accounts
Module 8
Selecting a Financial Professional
When it comes to hiring a financial advisor, you have to remember that YOU are hiring them to advise you on your unique life situation.
Module Highlights:
- What credentials you should look for in a financial professional
- The critical questions to ask when interviewing a potential financial professional
LMB sent this note...
"Congratulations on your new endeavor! Working with finance and women is so needed in our society. Good for you! Your present and future clients are so fortunate to have you!"
The Her Wealth Coach Money-Back Guarantee
I am completely confident that you will get results with this program so I'm offering a 14 day money back guarantee.
If you show that you've done the work and actively participated in group discussions and are still convinced that this course isn't helping develop your financial confidence, I'll refund your money. There's no risk to enroll.
Here’s what you’re getting when you enroll today:
The 8 Essentials to Developing Financial Confidence™ Course + PDF Worksheets and Templates
- Live weekly online instruction
- Lifetime Access
- Private Members Only Facebook Group
- Live weekly Q&A
- Her Wealth Coach™ VIP Perks
There are 2 options for you to enroll:
Three Payments
3 Monthly Payments of
$3,500
OR
Full Payment Now
1 Payment of
$10,000
Class Schedule
Live instruction will be held at the following times (all times are EST):
Monday, February 17 - 2:00 PM
Monday, February 24 - 7:00 PM
Monday, March 2 - 10:00 AM
Week of March 9 - Utilization Week
*Wednesday, March 18 - 2:00 PM
March 23 - 7:00 PM
March 30 - 10:00 AM
Week of April 6 - Utilization Week
Monday, April 13 - 7:00 PM
Monday, April 20 - 10:00 AM
STOP 'HOPING' THAT WHAT YOU'RE DOING WITH YOUR MONEY IS GOOD ENOUGH...
COME EXPERIENCE WHAT'S POSSIBLE FOR YOU WHEN YOU GET INTENTIONAL ABOUT YOUR PERSONAL FINANCES.
Don't be saying "What if?" at this time next year!
Frequently Asked Questions
I've got you covered! Every on-line session will be recorded and uploaded into your private membership portal (aka your private classroom) for you to view at your convenience!
Then you are certainly in the right place! I'm going to teach you, step-by-step, exactly what you need to know in real-person terms (no confusing financial jargon allowed here!) so that by the end of the program you'll be confident about where you are and where you're going with your finances!
I completely understand that money and wealth are highly sensitive topics. You will never be asked to disclose any personal financial information in this course.
Every financial advisor is paid on a either a commission (per transaction) or a fee schedule (based on the amount of money the hold and manage for you). Some advisors even get paid to sell you their company's favorite stock or product of the week. This course will give you the questions you should be asking your advisor about fees, their experience, etc., so you can be a more informed investor.
I've priced this group coaching package at the lowest possible price for the value and convenience it offers.
The knowledge you'll gain and the confidence you'll build is a small price to pay. The littlest mistakes with money can end up costing thousands of dollars to you, your family and your heirs.
The next time this program is offered it will be much higher, which is why we've added a 3-month payment plan as an option!
When you join the program you'll have access to the materials for as long as the program continues to be offered.
My intent is to keep improving the material based on the needs and feedback from my students.
Here's what you are getting when you enroll today:
The 8 Essentials to Developing Financial Confidence™ Course + PDF Worksheets and Templates
- Live weekly online coaching calls via Zoom.
- Lifetime access.
- A private "Members Only" Facebook Group.
- A 60-minute private session with me to talk about anything relating to the course or questions about your personal financial situation.
You've got 3 options to enroll:
Pay Monthly
2 Monthly Payments of
$525
OR
Pay Upfront
1 Payment of
