• Heal your relationship with money
• Identify limiting beliefs
• Release fear around money and investing
• Vision board kickoff
• Build a strong wealth identity

• Understand income, expenses, assets, liabilities
• Learn net worth basics
• Inflation + compound interest explained
• Financial concepts made simple
• Your foundation for smart money decisions

• Build your realistic budget
• Understand your cash flow
• Identify spending patterns
• Plan your emergency fund
• Learn simple debt payoff strategies

• How investing works (beginner-friendly)
• Stocks, ETFs, index funds explained
• What drives long-term market growth
• Intro to understanding business basics
• Build confidence before your first investment

• Brokerage vs Tax-Advantaged Accounts (TFSA, RRSP, Roth IRA, 401k)
• Contribution limits & tax advantages
• Fees made simple
• How to choose the right accounts
• Step-by-step account setup

• How to analyze and design a portfolio that fits your financial needs
• Understand how to evaluate ETFs
• Asset allocation principles
• Align investments with your goals

• Set up dollar-cost averaging (DCA)
• Create your contribution schedule
• Build a monthly investing routine
• Automate your long-term growth

• Reflect on your progress and growth
• Strengthen the habits you’ve built over the program
• Identify what your next steps look like (flexible + personal)
• Build confidence in maintaining your money systems
• Step fully into your identity as a confident investor
• Learn how to stay consistent as your life evolves
• Celebrate your wins and define your next financial chapter

Those who want to take control of their finances, start saving, invest wisely, and build long-term wealth. Beginners and those with some experience are welcome.

No! The program starts from the basics and builds your knowledge step by step.

8 weeks of structured learning, with one module per week.

Theory, practical exercises, presentations, homework with feedback, and actionable steps to apply what you learn.

Weekly Zoom calls, direct support for questions, and guidance throughout the program.

U.S. stock market, since the U.S. economy influences most global markets.

While examples in the program may reference U.S. markets, the principles of investing and stock analysis are universal. The program teaches frameworks and decision making skills that can be applied in any country using local platforms.

You will not fall behind. Every session is recorded and you get full access to the recordings so you can move through the lessons at your own pace. Even if you cannot attend live, you can still send in your questions and I will answer them during the session. Your answers will be included in the replay you receive after, so you always stay supported even if your schedule does not line up with the program.