Investment Fundamentals
$50.00
Investment Fundamentals is my beginner-friendly guide for everyday people who want to build wealth but feel completely intimidated by investing. If words like "stock," "bond," or "compound interest" make you want to shut down, this class is for you.
I start by stripping away the mystery. You learn what different types of investments are, how they grow over time, and how risk really works. Instead of fancy charts, I use clear examples-like comparing saving in a jar to putting money into a simple index fund-so you can actually see how growth can add up over the years.
I also talk honestly about mindset. If you grew up believing investing was only for rich people, I help you challenge that belief and replace it with practical, grounded confidence. You will learn how small, steady contributions can matter, even if you are starting late or starting small.
You will not leave this class with a hot stock tip. You will leave with something better: a basic framework for how to think about long-term investing, questions to ask before you say yes to any product, and a clearer understanding of things like retirement accounts offered through work.
By the end, you will feel more prepared to take your first simple steps-whether that means enrolling in a workplace plan, opening your own account, or just finally understanding what you already have. My goal is for you to walk away saying, "I get this now, and I can do this," instead of, "This is not for people like me."
I start by stripping away the mystery. You learn what different types of investments are, how they grow over time, and how risk really works. Instead of fancy charts, I use clear examples-like comparing saving in a jar to putting money into a simple index fund-so you can actually see how growth can add up over the years.
I also talk honestly about mindset. If you grew up believing investing was only for rich people, I help you challenge that belief and replace it with practical, grounded confidence. You will learn how small, steady contributions can matter, even if you are starting late or starting small.
You will not leave this class with a hot stock tip. You will leave with something better: a basic framework for how to think about long-term investing, questions to ask before you say yes to any product, and a clearer understanding of things like retirement accounts offered through work.
By the end, you will feel more prepared to take your first simple steps-whether that means enrolling in a workplace plan, opening your own account, or just finally understanding what you already have. My goal is for you to walk away saying, "I get this now, and I can do this," instead of, "This is not for people like me."
Share Your Money Goals
Send a quick message about where you feel stuck with money, and I will reply by email. No judgment, just honest guidance, clear next steps, and encouragement for your journey.