Make smart investment choices that align with your financial goals...
Without second-guessing every decision.
Are you ready to invest with clarity, purpose, and ease to build your wealth?
Maybe this hits a nerve...
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You spend countless hours reading books, watching YouTube videos, and listening to financial podcasts.
But instead of feeling more confident, you find yourself even more confused.
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You look at your existing 401(k), 403(b) or 457(b) plan and wonder what you're actually invested in, are you making the right choices, and should you be doing more?
But you don't ask questions because you're afraid that you're employer will think less of you for not knowing the answers.
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Your advisor tells you what to do in your portfolio but gives you no explanation as to why, and after you sign a bunch of paperwork, you wonder what you just agreed to.
I can't count the number of my clients who've experienced this too.
✨If any of these sound familiar, keep reading!
I can assure you this...
Women have unique circumstances that dictate how we need to think about investing to build our wealth.
Having spent over 30 years in the world of portfolio management and managing hundreds of millions of dollars in client assets, I've seen how our well-being is overlooked.
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Women are traditionally family caregivers, so we won't spend as much time in the workforce to build retirement accounts and contribute toward our Social Security retirement benefit.
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We're usually paid less than a man for the same work which naturally means lower balances in our investment and retirement accounts.
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Studies show that women tend to be more conservative when we invest our hard-earned dollars, which again leads to lower returns.
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And we have longer life expectancies over men (by about 5 years) and have to make our money last LONGER!
Building wealth is within every woman's reach, no matter her starting point.
That is why I created this opportunity: to simplify investing and show you that it is possible to grow your wealth with clarity, purpose, and ease.
Invest on Purpose™ is more than just a course to me — it's my mission to equip women with the skills and confidence to make smart financial decisions that bring freedom and joy.
When we feel financially secure, we show up more fully in every area of our lives—for our families, careers, and communities.
I'M READY!
What I know to be true:
Investing can feel intimidating.
But I also know how it feels to move past the fear, take control, and watch your money grow in ways you never believed possible.
I've watched it happen for my clients for over 3 decades. What I'm about to share with you isn't just about numbers or financial strategies; it's about giving you the tools and confidence to create a life that aligns with your values and dreams.
Because that's true wealth.
I believe in the power of intentional investing - the kind that isn't driven by trends or fear but by clear goals and a solid plan.
This is why I created...
A curated interactive and educational program designed to crush your fears and boost your investing confidence!
Maybe you've thought: I don't have time to learn about investing...
Or maybe: I'll figure it out when the time is right.
Either way, Invest on Purpose will give you the confidence, education, and tools that you need to succeed.
After consuming the materials and completing the workbooks, you'll be well on your way to knowing what more than 90% of the population knows about investing.
**You will NOT receive 1:1 personal investment advice when you enroll in this program.
Here's what some of my clients say after completing the course:
- I feel so much more confident in my decision-making process and am ready to build my financial future without the fear I felt before.
- Having money to invest is brave new territory for me, and rather frightening knowing how hard my parents worked for it. Thanks for helping me get started.
- I'm more engaged when I meet with my financial advisor. I know what questions to ask and that leads to more meaningful discussions about my financial future.
Imagine...
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Curated information that cuts through the noise and provides you with the information you NEED to know.
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A supportive and practical approach to investing.
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A personal connection with an investment professional who can provide empowerment, clarity, and a safe space to ask questions.
This course has everything you need to learn to become a more confident, knowledgeable, and empowered investor.
How do I know if this is right for me?
Perfect for you if:
- You don't have time to sift through complicated investment jargon
- You want to be involved in your investment decisions
- You're looking for a supportive and practical approach to investing
- You want to understand how your 401(k) or 403(b) is invested
- You're ready to focus on personal wealth-building
Not for you if:
- You're looking for 1:1 personal investment advice and complicated strategies.
- You're looking for a way to "get rich quick"
- You want to learn how to invest in Bitcoin
- You're unwilling to take responsibility for your financial future
- You think that "hope" is a plan for financial security.
Invest on Purpose™ is based on a proven framework that gets results.
I developed The INVEST System™ to compliment my proprietary Her Wealth Coach® Blueprint for building and protecting wealth.
This System helps my students get faster results by helping them prioritize their goals and educate them on investment options so they can be more engaged and confident about their wealth journey.
What's included?
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The Invest on Purpose 5 Module Video Course
Many women will delay investing because they don't know where to begin. Or who to trust. You'll learn exactly what you need to know about investing (without feeling overwhelmed by industry jargon).
The easy to follow modules will help you feel empowered to become a more active investor.
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Personalized Goal-Setting Exercises and Templates
Without specific goals, it's hard to know where you're going. That's why we'll set intentional financial goals that align with your life and values, giving you a roadmap to follow.
Our templates help you make sure that your investments are purposeful and intentional so you stay motivated and on track.
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Risk Tolerance Assessment and Common Portfolio Strategies
When we feel insecure about risk with our investments, it can hold us back. You'll know what investment strategy fits your comfort level with risk, which in turn can help you build a portfolio that's right for you.
With a clear understanding of your risk tolerance, you'll invest with more confidence and less stress.
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Guidance for Building a Diversified Portfolio
Many investors make the mistake of putting all of their money in one place. You'll learn how to spread your money across different investment classes to potentially lower risk with a potential for higher returns.
Diversifying can protect you from market swings, while still enabling you to grow your wealth in most cases.
Here's What's Inside the Course
Private Learning Portal
Your centralized hub for easy access to course videos, resources and progress tracking - all in one place.
Workbooks & Templates
Practical tools to help you apply what you've learned, stay organized and make informed decisions with ease.
Private Community Access
Connect with like-minded women on the same journey, share insights, and find motivation in a supportive environment.
Live Office Hours every Wednesday and Saturday
Get real-time answers to your questions and additional support on course materials.
Individual Risk Assessment Quiz
Discover your unique investing comfort zone so you can build a strategy that aligns with your goals.
Glossary of Terms
Your go-to resource for demystifying financial jargon and ensuring you feel confident in every conversation.
Here's What You'll Learn
Module 1: The Essentials of Smart Investing
Your takeaways:
- Understand what investing is, why it matters, and how it aligns with your personal goals.
- Learn about compound interest and how to make it work in your favor.
- Develop the mindset of a CEO by taking ownership of your personal financial economy.
- Identify your short and long-term financial goals as you build your investing foundation.
Module 2: Know Your Investment Options
Your takeaways:
- Discover the role of money markets, CD's and Treasury bills.
- Gain clarity on various types of investment vehicles which include stocks, bonds, mutual funds, and ETF's.
- Learn which type of investment accounts are appropriate to get you to your financial goals without taking too much (or to little) risk.
Module 3: How to Build a Portfolio That Fits Your Goals
Your takeaways:
- Learn how to create a diversified portfolio that aligns with your risk tolerance and financial objectives.
- Master the concept of Dollar Cost Averaging and how it can reduce market stress.
- Learn how to balance short-term, mid-term, and long-term investment strategies.
- Learn about asset allocation and how it can manage risk.
Module 4: Managing Risk Like a Pro
Your takeaways:
- Learn how to assess and manage investment risk to align with your goals and life stage.
- Develop emotional discipline to avoid common pitfalls such as chasing trends or panic selling.
- Understand the importance of portfolio rebalancing to maintain balance and control.
- Gain strategies for navigating market volatility with confidence and clarity.
Module 5: Align Your Investments with Purpose
Your takeaways:
- Explore ethical and sustainable investing options that align with your personal values.
- Learn how to develop a long-term plan that integrates your values, goals, and desired legacy.
- Get the tools to help you make purposeful decisions that grow your wealth while driving positive change.
⭐ Bonus Material:
10 Questions Every Woman Should Ask Her Financial Advisor
Your takeaways:
- This guide will equip you with the right questions to have meaningful discussions with your financial professional.
- You'll be able to communicate your personal goals and values, so their recommendations are tailored to your needs.
- By asking the right questions, you can hold your advisor accountable for their strategies and ensure they prioritize your best interests.
Commonly Asked Questions
I run a business. Will I have time for this course?
I'm new to investing. Will this course be to advanced for me?
I already have a financial advisor. Will this course be helpful for me?
Do I need a lot of money to start investing?
You've got a lot on your plate, and I understand that investing might seem like one more thing to figure out.
Here's my promise to you:
I will guide you, whether you're a complete beginner or looking for ways to have more meaningful conversations with your financial advisor.
You don't have to do it alone.
You've got me in your corner.
This is your moment to step into the ring. ⭐
Get empowerment, clarity, connection and a safe space to
Become a Confident Investor in 2025!
What's included again?
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The Invest on Purpose 5 Module Video Course
Educational topics, worksheets, and templated that will help you feel more impowered to become an investor.
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Personalized Goal-Setting Exercises and Templates
Our templates are designed to help you set clear financial goals that align with your life and values, which keeps you motivated to stay intentional about investing remain on track.
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Risk Tolerance Assessment and Common Portfolio Strategies
With a clear understanding of how you handle risk (and the crazy ups and downs we see in the markets), you'll invest with more confidence and less stress.
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Guidance for Building a Diversified Portfolio
These strategies can help protect you from market ups and downs while still growing your wealth.
LET'S DO THIS!