Investing Made Simple. Finally
Build Wealth. Without the overwhelm and confusion
Does investing feel overwhelming, confusing or like something you should have figured out by now? Do you feel stuck every time you think about getting started?
You don’t have to stay stuck, and I’m really glad you’re here.
You know Investing matters…
You’ve heard about IRAs, index funds, and retirement accounts…But every time you try to learn, it feels overwhelming.
So you put it off.
Again and again.
Meanwhile, your money sits in savings or checkings…
while you worry about falling behind.
The part no one talks about…
It’s not just confusion.
It’s the quiet thought…“I should already know this.”
Maybe you’ve avoided it for years.
Maybe you feel embarrassed asking questions.
Maybe you’ve tried to learn before and gave up.
So you do nothing.
And the longer you wait, the heavier it feels.
Let me be clear. This is not your fault.
No one taught you this. Not in school. Not in college.
And not in most graduate programs.
But you can learn this.
I didn’t grow up knowing how to invest either and was told I’d ALWAYS be a poor social worker.
I started investing from scratch 5 years ago and have built a six-figure investment portfolio and have full confidence it will grow to 7 figures.
Now I teach beginners how to build wealth, invest and create the kind of financial freedom most people think is out of reach.
How I Help You Build Wealth
If you’ve been wanting to learn, but don’t know where to start, you don’t need to figure this out on your own.
In our work together, I guide you through the exact steps to go from feeling overwhelmed and unsure… to confidently managing your own investments.
I offer 1:1 coaching in a few different ways, depending on where you’re at and the kind of support you’re looking for. You’re invited to book a free 15-minute consultation so we can talk through your options and find the best fit for you.
Send a message here and we can schedule our call!
We start with where you are
We’ll get clear on your current financial picture, your goals, and what’s been holding you back, so we can create a plan that’s for you.
I break investing down into simple, doable steps
No jargon. No information overload. I teach you exactly what you need to know (and nothing you don’t).
We open and fund your accounts, together
You won’t be left Googling what to do next. I walk you through how to open your investment account, transfer money, and buy your first investment.
You’ll learn how to choose investments with confidence
I show you how to choose index funds and ETFs so you can make decisions that align with your goals and risk tolerance.
You’ll have a clear, personalized plan
Together, we map out your next steps—so you know exactly how much to invest, where to invest it, and how to stay consistent.
You’ll be supported every step of the way
In addition to the 1:1 coaching, you’ll get access to visual guides in a step-by-step workbook.
By the end of our work together, you won’t just understand investing, you’ll be actively building wealth.
Who Is This For?
1:1 Coaching is for you if:
You know you Should be investing, but you don’t know where to start
You have some investments, but have no idea how it works
You feel confused or overwhelmed every time you sit down to figure it out
You’ve been “meaning to start” for years
You have money in savings but aren’t sure what to do with it
You’re afraid of making a mistake
You want guidance without pressure or jargon
You’re ready to take action with support
What will I gain?
After 1:1 Coaching, you will have:
✔ Opened (or be ready-to-open) an IRA, 401K or Taxable Brokerage
✔ Understanding of ETFs and index funds
✔ Confidence to manage your Investments
✔ A wealth building and retirement direction
✔ Reduced shame around money
These simple investment accounts have the potential to grow into $1 million+ over time. And I will show you how!
I will teach you how to build wealth.
Work With Me
-
Personalized Education session on
Investment Accounts (IRA, 401K, Brokerage, etc)
Index funds & ETF’s
investing basics to help you build wealth
This 1-on-1 session is designed to help you understand your wealth building options and take action with confidence.
$300-90 minutes + Comprehensive and Interactive Investor Workbook
-
We start with a 90-minute Wealth Building Intensive, then continue with two 60-minute sessions focused entirely on you.
We’ll define your money goals, assess where you are now, and build a personalized investment plan designed to help you grow your wealth over time.
You’ll walk away with clarity, direction, and a strategy you can actually follow.
Perfect for those who want guidance, accountability, and a clear path forward, not just information.
$800 includes 90 minute session, two 60 minute follow-ups, Comprehensive and Interactive Investor Workbook
-
I’m not a financial advisor, but what I’ve learned over the years is that you don’t need to be an expert to start investing. Opening an investment account and buying index funds is simpler than it seems, and anyone can learn how. My goal is to make this information accessible, digestible, and empowering so you can confidently take control of your financial future and start building wealth today.
If you are ready to get started, complete this form and I will contact you to schedule within 24 business hours. I offer services virtually and in person in Portland, OR.
Why Work With Me
Because I get it! I’m a small business owner who didn’t figure this stuff out until my mid-30s. I was intimidated, overwhelmed and thought investing was for the rich.
Now I manage my own investment accounts with 10 to 20% returns. I learned everything I know through books, podcasts, articles, and a whole lot of Investing.
I make investing simple and approachable. Let your therapist-turned-investing-enthusiast show you how IRAs, 401(k)s, and brokerage accounts actually work.
Why Investing Matters?
Investing is the only way to build real retirement savings. When you invest, your money has the potential to double every seven years through compound growth. When you only save, your money actually loses value over time because of inflation.
Investing doesn’t have to be complicated ,it can be done in five straightforward steps.
f you’ve been thinking about learning to invest for a while…
this is your sign to start.
Investing isn’t just for the rich or the experts. It’s for everyone. I’ll show you how to start investing so you can build financial independence and know that you will be able to retire.
You don’t need to know anything to start. You just need the willingness to learn and the right support.
Testimonials from people who have worked with me