Start Your Investing Journey Today!
Building wealth starts with financial wellness!
The Investing Prep Kit will help you
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💸 Find ways to increase your cash flow & invest more
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⏲ Know where to start investing so you can see results fast
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🙌🏼 Create a personalized financial plan you can stick to
Without this kit you might be:
- Wasting time with the same old budgeting templates
- Tediously tracking every single expense all year long with no end in sight
- Going in circles, never reaching your goals
- Feeling overwhelmed by your options so you don't take action
- Cultivating a negative mindset
With this kit you'll:
- Get clear about your finances & see new opportunities.
- Develop positive money habits , so you can spend less time managing and more time spending on what you love!
- Get step by step training so you can make the most of this kit and seeing returns- fast!
- Discover how to make, prioritize & crush SMART goals!
"You can't really know where you are going until you know where you have been" - Maya Angelou
If you want to...
- Have the freedom to spend more money on what you love
- Stop juggling trying to save for retirement & paydown debt.
- Feel financially prepared for the next emergency.
- Be confident about reaching your investment goals.
- Stay on track & not spend any extra income.
- Have less stress around managing your money.
- Build wealth!
Then the Investing Prep Kit is for you!
Download the KitThe truth is...
70% of Americans live paycheck to paycheck
This means that most folks don't have the extra cash flow & feel secure enough to start investing.
I get it!
You know that you need to cut spending, paydown debt, and figure out how to invest, but where do you start?
Building wealth starts with financial wellness
This means understanding and feeling confident about your
- monthly cash flow
- net worth statement
- long term investing goals
- investing roadmap
Which is exactly why I created the Investing Prep Kit.
Just check out what my clients said after they completed this kit:
Heather
I'm feeling creative and excited about my future! Do yourself a favor and invest in your future!
Jessica
After a week I was already motivated to increase my 401k contributions and have put myself on a better spending plan!
When’s the last time you actually felt EXCITED about your finances?
You might be wondering, so here’s what’s included:
- A cash flow discovery sheet. Identify how to increase your cash flow here!
- An emergency fund tracker, feel confident that you can handle whatever life throws your way!
- A goal setting page to identify your investing SMART goals.
- A cash flow tracker you can use all year long to keep you on making smart spending choices.
- A net worth tracker you can use all year long to celebrate your wins!
- An investing roadmap, so you know what accounts you need and where to start.
- An investing checklist so you know what to look for when researching funds.
- Links to my favorite calculators & resources
Hi there!
I’m Genevieve and I’m a financial services professional -> financial wellness coach. After years working in finance and helping my clients find success, I started to realize that I was't accomplishing my own financial goals. I had a hard time keeping to a budget, saving for emergencies and finding the money and confidence to invest. It was time for a reset.
That's when I created the 1st version of the Investing Prep Kit and used it myself to create a focused and attainable financial plan that I could stick to.
Then I started to focus on my money mindset. I become more grateful and stopped comparing myself to others (as much). I put into practice the proven methods I had developed to help other people build wealth by creating an easy, simple, and automated plan that helped me pay down debt fast and increase my income.
Lo and behold- it worked! In 2 years, I paid off over $30,000 of debt, created multiple income streams and increased my net worth by $150,000. The best part- because I finally had my mindset figured out- I did all this without depriving myself of all the wonderful things I love…
I finally found the last piece of the financial success puzzle and I’m excited to share my formula with you!
As a financial wellness coach I help people save more, borrow wisely & invest to build wealth. My goal is to empower you with easy to use information about all things personal finance so you can take action and balance your money with your life!
