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The Women's Wealth Independence Starter Kit

7 hands-on exercises to build your first investment plan, choose the right accounts, and start earning money while you sleep

If you've been watching from the sidelines while everyone else seems to know the secret handshake to building wealth, this workbook is for you. You're tired of feeling like investing is a boys' club or a casino. You want to understand how money actually grows, which accounts to open first, and how to stop letting fees quietly drain your future. You don't need hot stock tips or get-rich-quick schemes—you need a clear, step-by-step plan that respects your intelligence and your time. Inside this kit, you'll work through seven practical exercises designed to take you from confused to confident. You'll map out your personal investment timeline, decode the alphabet soup of account types (Roth IRA, 457, brokerage—and why each one matters), calculate your real retirement number using smarter math than the old 4% rule, and learn how dividends can become your passive income stream. Each exercise includes a clear prompt, real-world examples, and the most common mistakes so you can sidestep them entirely. This isn't generic advice. It's education built by an award-winning investing coach who's taught over 7,800 students, contributed to Forbes, and spent years translating Wall Street jargon into plain English. The same strategies that help everyday investors minimize fees, maximize flexibility, and build portfolios that work for them—not against them. No fluff, no finance bro nonsense, just the clarity you've been looking for to finally take control of your financial future.

What's inside

  • 1
    Your Money Timeline Map
  • 2
    The Account Type Decoder
  • 3
    The Real Retirement Number Calculator
  • 4
    The Fee Audit Worksheet
  • 5
    Building Your First Index Fund Portfolio
  • 6
    The Dividend Income Planner
  • 7
    The Forget-It Test & Spending Reality Check

7 sections · Full content unlocks after purchase

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The Women's Wealth Independence Starter Kit — Investing Coach | Forbes Contributor | CNN Pod Host · INSEN