THE INVESTING RESET
A DEEPER THAN MONEY MASTERCLASS
Â
BRING YOUR LAPTOP. IT'S TIME TO CHECK "INVEST" OFF THE TO-DO LIST.
Â
GET MY TICKET
THE INVESTING RESET
The two hour implementation workshop to finally check investing off your to-do list. Every minute that passes is another minute your money could be growing for you passively. Mark your calendars. You’re not going to want to miss this!
00
DAYS
00
HOURS
00
MINS
00
SECS
You know you should be investing...
Â
You know investing is important.
You know starting earlier is supposedly better.
You've heard of a 401(k).
You think you know what a Roth IRA is.
You have approximately 87 investing TikToks saved.
Maybe you've even opened an investing account.
And yet...
You still don't feel like you actually know what the hell you're doing.
Should you invest in your 401(k) or somewhere else?
What's the difference between a Roth IRA and a brokerage account?
What do you actually BUY once the account is open?
How much are you paying in fees?
Should you have an advisor?
How much are you actually paying your advisor if you have one?
How do you make investing happen automatically?
So instead of potentially doing it wrong...
you keep putting it off.
Or you throw some money somewhere and hope you're doing the right thing.
LET'S FIX THATThis is not another resource you bookmark that sits untouched.
Bring your laptop. Bring your logins. Bring your questions.
Because we're going to learn something...
and then DO something.
Â
And before we leave, we're going to work toward getting at least one piece of your investing system actually set up.
I want you to leave with action already taken.
JOIN USWhat will you actually implement?
Give us 2 hours and we will walk through all 20 of the following implementations.
- Figure out what accounts you have, where they are, what they mean, and how to utilize them
- Open a taxable brokerage account or IRA
- Make sure your money is actually invested now and going forward
- Invest money sitting inside an investment account that isn't currently invested
- Find out the information on the funds you're currently investing in
- Find out the fees you're currently paying on your accounts
- If you have an advisor, confirm your fees using the provided script
- Pick your investment strategy moving forward
- If choosing DIY/DFY investing, actually set it up in your account
- Get clear on your retirement goal and age
- Calculate your retirement number needed to retire at your desired age
- Calculate how much you need to invest each month to hit your retirement goal
- Find the gap between what you're currently investing and what you need to invest
- Identify the gap for an earlier retirement and what you'd need to invest to make that happen
- Actually increase your investments in real time to hit that goal
- Set up beneficiaries on each account
- Use the HR script if you can't locate your 401(k) beneficiary information
- Set up account protections to help protect your investments from scammers draining your accounts
- Set up automatic contributions to any account you're wanting to fund
- Turn on dividend reinvestment
Which are you?
Â
“I'M A TOTAL BEGINNER.”
Perfect.
This was built for you.
You do not need to know what an expense ratio is.
You do not need to know the difference between an ETF and an IRA.
You don't even need to currently have an investment account.
We're starting with the foundation.
“I ALREADY INVEST.”
Also perfect.
Maybe you have a 401(k).
Maybe you've opened a Roth IRA.
Maybe you have a brokerage account.
Maybe you've been automatically contributing for years.
But if someone asked:
“What exactly are you invested in?”
and your answer would be...
“Uhhhhhhh...”
This is for you too.
It's time to finally understand what the hell you're already doing.
“I MAKE GOOD MONEY. I JUST FEEL LIKE I SHOULD KNOW THIS ALREADY.”
Oh, HI.
This workshop is especially for the woman who's successful in basically every other part of her life and secretly feels slightly embarrassed that investing still feels confusing.
You are not supposed to have magically learned this because your salary went up.
Making $150k doesn't automatically download “How to Build an Investment Portfolio” into your brain.
You can be incredibly smart, wildly successful and still need someone to teach you this shit.
That's why we're here.
“CAN'T I LEARN THIS ON MY OWN?”
Absolutely.
The information exists.
You can Google every single term.
Watch 400 TikToks.
Listen to 37 podcasts.
Read five investing books.
Spend six months researching the “perfect” way to start.
And maybe eventually piece everything together.
The problem for most people isn't that information doesn't exist.
It's that it still takes a lot of work to sift through the information, apply it to your situation, actually go and implement.
The real problem is that investing is still sitting on your to-do list.
Â
I NEED THISHI, I'M CHLOE AND I LOVE TO INVEST
How could I not? Once I saw the power of starting sooner, staying invested, and letting time do the heavy lifting, investing became one of my biggest passions and financial priorities.
Now, I’m on a mission to get everyone on the investing bandwagon so they can experience the hype of building truly passive, long-term wealth.
I’ve spent the last 8+ years helping thousands of women understand their money, make confident financial decisions, and grow their net worths without sacrificing the things they love.Â
It took me 7 years to become a millionaire after starting from $36k in debt. My next $1 million took less than a year.Â
That’s the power of investing, baby.
Give us two hours.
Bring your laptop.
We will bring the investing education, you implement.
We're finally going to deal with it.
Â
Â
THE REPLAY DISAPPEARS.
Not because we're trying to be dramatic.
Because we are going to implement and check boxes off now, not later.
Because this is The Investing Reset, not The Investing Video-you-buy-and-promise-yourself-you'll-watch-eventually.
You have one week.
Put it on your calendar.
Open the laptop.
Get it done.
