Ready to build a solid financial future and create a life full of abundance and fulfillment?
Introducing...
Money Mastery Bootcamp
Welcome to Money Mastery Bootcamp, where we empower you to take control of your financial future and turn your dreams into reality.
The 1:1 coaching program focuses on mastering a wealth building system that allows you to:
✔ Maximize your savings for your future goals (buying a house, wedding, supporting your family, retirement, etc)
✔ Understand different investment options/strategies and invest confidently with a clear plan
✔ Spend money on what you love by cutting out unnecessary expenses
✔ Strategies to save on taxes, travel hack, and more!
You've got the drive, but you need the direction.
Money Mastery Bootcamp is for the Millennial with a DRIVE to succeed. You know how to save, but you're not sure which steps to take to MAXIMIZE your money and invest.
In 1:1 coaching, we will level you up with the exact tools, strategies, actions to maximize and grow your hard-earned money by setting up systems, so that you will gain the confidence to go after the 6, 7 figure empire that you deserve.
And the best part? It's SIMPLE. No analysis paralysis because I will guide you every step of the way, from start to finish.
Systems + Simplicity + Action = the formula for success!
So what's different about Money Mastery Bootcamp vs. other programs?
Here, we do things a little differently...
01
We don't budget
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The word "budgeting" feels restricting, like you're on a diet.
It just doesn't work.
I know because I've been there before. I've put budget restrictions on myself and it's incredibly hard to stay within the same limits every month.
Why? Because life looks different EVERY. SINGLE. MONTH.
Instead, we create systems that focuses on numbers make us happy, like our net worth, savings and investments :) + we create consistency within them, so that we can save effectively, and stress-free.
We believe that as long as you are being responsible and hit your monthly savings & investments goals, you can can spend the rest of your money on things that you love, guilt-free!
Because who said you can't be responsible while living a life you absolutely enjoy?
You can have BOTH.
Watch your finances go from looking at this...
✨ TO THIS! ✨
02
We have FUN
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Do you feel overwhelmed by the idea of investing, and unsure of where to start?
I get it, and I'm here to help.
Money Mastery Bootcamp is designed specifically for millennials like you. Investing should be fun, easy to understand, and digestible, that's why the approach of our coaching sessions make things simple, and accessible for everyone.
You'll learn everything you need to know to start investing with confidence. From the basics of building a diversified portfolio to advanced strategies for maximizing your returns, I'll guide you every step of the way.
Our coaching sessions are engaging, interactive, and tailored to your unique needs and goals. Learning about investing should be an enjoyable experience, not a chore. :)
The possibilities that investing your money could bring you.
What could happen if you start with $50,000 and contribute $1,000 a month for 30 years.
The topics we'll cover:
01
Investing
101
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What the stock market is & how to make money SAFELY while managing risk
Understand basic investment terms and strategies
Finding your risk profile/asset allocation
02
Investing for tax savings
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Understanding the U.S. tax system
Optimize your investment accounts with a STRATEGY to pay less taxes and save up
03
Research & analysis
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How to analyze your investments, and form your portfolio
What to invest in specifically for your age & goals
Rebalancing and maintaining your portfolio
Wait! Check out these bonuses:
✔ The Millennial Financial Planner ($450 value)
✔ Money moves playbook ($850 value)
✔ Investing research template ($220 value)
✔ Financial roadmap guide ($220 value)
Is Money Mastery Bootcamp right for you?
This is for you if...
✔ You are more than ready to take your finances to the next level with clarity, organization, and the exact action plans to build long term wealth.
✔ You are able to save every month and have little to no consumer debt. Now, you're ready to invest in more than just your 401(k), but you're not sure where to begin.
✔ Your biggest challenge is not knowing the right things to invest in. You are feeling scared & confused about making the wrong move, or struggle with differentiating between safe and risky investments.
✔ You want to learn the fundamentals from the grounds up, and go from a complete beginner to a confident & knowledgeable investor with a clear plan.
✔ You're excited by organization tools like google sheets, or to-do lists that help you stay on top of your goals.
✔ You want to actually BE rich instead of spending money to feel rich.
This is NOT for you if...
❌ Building long term wealth is not important enough for you to make sacrifices or try to change your current situation.
❌ You feel like you are living paycheck to paycheck because your income is a big financial challenge for you.
❌ You are not sure what to save for, because spending money on your happiness now feels more important.
❌ You are looking to be told what to invest in without interest in understanding what you're invested in.
❌ You have a high risk threshold and are only looking for "get rich fast" methods (ex. options, penny stocks, meme stocks, etc).
Here's what our clients says:
Ready to unlock your full potential and live YOUR multi-million dollar dream life?
Pricing
In this 4-month program, you will receive:
8x 60-minute bi-weekly coaching sessions
Unlimited email support & private client portal
Program pricing starts at $1,600
or 4 monthly payments of $450 USD
Disclaimer:
Personal Responsibility. My role is to support and assist you in reaching your financial goals, but your success depends primarily on your own effort, motivation, commitment and follow-through. I cannot and do not guarantee that you will attain a particular result, and you accept the risk that results differ by each individual. Each individual’s financial success depends on his or her background, dedication, and motivation. As with any coaching services, your results may vary, and will be based on many variables, including but not limited to, your individual capacity, life experience, unique health and genetic profile, starting point, expertise, and level of commitment.
Investments: My role as a coach is to educate clients on how to start and manage their own investments. My content, recommendations, services, and products are for informational and educational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. You are liable for the final investment decisions you make. With any investments, there are risks involved, which could include losing all your capital. You acknowledge that you take part in this risks and you release us from any liability for any investment decisions you make.
By using this website, services, or products, you implicitly signify your agreement to all parts of the above disclaimer.