The Savvy Investor
Learn everything you need to become a confident and competent savvy investor in three months.
Back in 2010 I took investment advice from a confident-sounding male colleague who said he had a “brilliant” investment idea. I ended up losing thousands of dollars.
I decided - never again. It was one of those critical moments in my life where I decided that I was going to take charge of my own finances and never blindly rely on a man again.
I created this course so others wouldn’t have to experience the same thing. If you:
Believe me, I get it. The financial services industry was created for men and by men.
Women invest less (and later) than men even though we’re better at it when we do.
When we don’t invest, we miss out on thousands, tens of thousands, and even millions of dollars over the course of our lifetimes that we could put towards our goals.
Investing is not something we learn about or can comfortably talk about with friends and family. It’s taboo.
We’re afraid of losing the money we worked hard for (especially given that we’re already paid less for the same work!).
I’m here to change that.
The Savvy Investor Course is a three month program that will equip you with everything you need to know to start investing and have your money work for you. I’m here to make the process simple, approachable, and fun.
WHAT YOU’LL WALK AWAY WITH:
+ The confidence and knowledge to invest your money and have it start working for you (no prior investing knowledge necessary - I give you everything you need to know step-by-step!)
+ An understanding of the various investment options, socially responsible investing, how to choose and open up a brokerage account, everything you need to know about your 401(k), how to maintain your investments, and much more
+ Clarity and confidence in your financial decisions (no more taking advice from colleagues just because they sound like they know what they’re talking about)
+ Increased earnings. Investing can earn you thousands, tens of thousands and even millions of dollars over the course of your lifetime
+ Tools and skills for short-term actions and long-term investments
WHAT YOU GET and how it works:
Get started investing and growing your money now. Enroll in the Savvy Investor Course and get lifetime access video classes taught by Ashley and accompanying resources, tools and calculators.
Course Curriculum
Class #1 - Setting You Up to Start Investing
Set your intention for the Savvy Investor Course
Understand what not getting started is costing you (and will cost you)
Uncover beliefs about investing that are holding you back
Run your numbers - how much can you start investing?
Class #2 - Investing 101, Risk & Taxes
Dive into investing basics - investing 101
Determine the timeline of each of your goals
Figure out your risk personality
Calculate your net worth and break it down by asset class
Class #3 - Opening an Account, Fees & Jargon Demystified
Research brokerage accounts to determine which makes sense for you
Uncover and minimize where you are paying fees
Demystify important investment jargon
Understand your current asset allocation and level of diversification
Discover your relationship to wealth
Class #4 - Investing 102 & Purchasing an Investment
Learn how to diversity your investments (and what that means)
Understand funds and the array of investment options available to you
Choose a brokerage company so you can start investing
Learn how to actually purchase an investment (and all the decisions you’ll need to make on the way)
Discover what wealth means to you
Class #5 - Socially Responsible Investing, Learn from the Greats & Retirement
Understand the various types of investments available to you
Cover socially responsible investing
Learn strategy from some of the greatest investors of all time
Dig into financial freedom (aka retirement) to understand where you are and where you want to be
Class #6 - Automating, Rebalancing & Course Recap
Learn how to automate your investments (so your money is working for you without you having to do anything!)
Set up a plan for your investment maintenance mode going forward
Plan for your investment check-ins going forward
Celebrate your success and recap
FAQ
Why Should I spend money to save money?
This is my favorite question and believe me, I get the irony. In the case of the Savvy Investor Course, you’re taking a class to learn to grow your money. You’re paying to learn something that will earn you thousands, tens of thousands, if not millions more dollars in your lifetime. The math works :)
Also, when we pay for something, we’re invested. We show up fully and we get results. I saw this when I raised prices on my first course. The participants’ results skyrocketed. They were saving hundreds more and that made the value of the course increase exponentially - for them.
I’m a big believer in investing in experts to save us time, money and added stress. By setting up the systems and strategies provided in this course, you will make up the money thousands of times over via decreases in spending and increases in investments and income. Not to mention the more subjective benefits like happiness, peace of mind and reduced shame and guilt.
I’ve got a full life. What’s the time commitment?
To get the best results and follow along with the course blueprint, I recommend an hour and a half per week. You can break up that hour and a half however you’d like.
Can I retake the course?
Yes, you have lifetime unlimited access to the program.
Where do I take the course?
Everything is available in the online course portal. You’ll get a unique login to access it as soon as you purchase the course.
Can I take it on my own schedule?
Yes! You get to create your own schedule because it’s all online. You can access the course, anytime, anywhere and it’s completely go at your own pace.
Do you offer refunds?
Yes, I’m so confident in this program that if you take the classes, do the exercises (and send me the completed work) within the three month timeline, and are not happy with your results, I’ll give you a 100% refund.
Do you offer payment plans?
Yes! I would hate for someone not to get access to this program and system because of money. I’ve outlined a three month payment plan to help.
You can get access to the Savvy Investor Course for 1 payment of $397 OR 3 payments of $157.