Ditch the FOMO, Unleash the Fortune: Discover the Confidence and Knowledge to Build Your Financial Dreams.
We'll ditch the scary jargon and break down risk into bite-sized pieces. You'll discover your own unique "risk tolerance," that sweet spot where your financial goals and comfort level meet. No more FOMO-driven investments or playing it too safe!
Think of your risk profile as your financial fingerprint. We'll use interactive quizzes and real-life scenarios to help you understand how comfortable you are with different investment options. Are you a rock-solid "conservative" investor seeking stability, or a curious "adventurer" ready for some thrilling market rides? Knowing your profile empowers you to make informed decisions you can sleep soundly on.
I'll help you decode financial advisors, robo-advisors, and retail brokerage accounts – weigh their pros and cons to find your perfect investment home.
Investing for Beginners
How to Get a Higher Return!
Feeling "bullish"
Are you invested?
Are you prepared to invest?
I have my ducks in a row. What's Next?
Putting Your Surplus to Work
Introduction to Dollar Cost Averaging
Real Life Dollar Cost Averaging
Risk Assessments & Risk Profiles
Before We Begin
Tax Advantage vs. Taxable Investing Accounts
Self Directed vs. Managed Investing Accounts
Online Retail Brokers, Robo-Advisors and Financial Advisors
PROs and CONs of Online Retail Brokers
Self-Directed vs. Manage Investing Analogy
PROs and CONS of Financial Advisors
PROs and CONs of Robo-Advisors
Benchmarking Your Investments
How to Find A Woman Friendly Financial Advisor
Wow! You've Learned A Lot!
Finals Words From Jessica
