Quiet Wealth Small Group Investing
$397$497
I feel like a lot of us are stuck on the 9-5 hamster wheel because no one taught us how to manage our money or make it work for us.
Instead of the other way around.
Maybe you did everything "right."
You went to college, built your career, paid your bills. Maybe you even have some money sitting in a savings account.
But now you're in your late 30’s, 40s, 50+, and that nagging voice in your head is getting louder:
"Am I going to have to work until I'm 70?”
“Will I ever actually be able to retire?"
Meanwhile, investing feels like this scary thing that only men in 3-piece suits understand.
You've heard horror stories about people losing everything in a crash. You don't want to gamble with money you can't afford to lose.
Here's what nobody told us:
Investing isn't gambling. NOT investing is.
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Quiet Wealth Small Group Investing is a live, interactive cohort designed to help you develop the knowledge, strategy, and confidence to invest and grow your wealth—without the stress, confusion, or fear that's kept you stuck.
So you can eventually retire in peace without having to work the rest of your life and feel like you'll never get ahead.
Over the course of 4 weeks, you'll join a small group of beginner investors (I cap it at 15) who are done letting fear steal their futures.
People who are ready to finally understand their money and make it work for them. Not the other way around.
What You'll Learn
Week-by-Week Curriculum:
Module 1: Your Investment Foundation
Defining your financial goals and timeline
Understanding your true risk tolerance
Setting up the right accounts and structure
Creating your personal investment policy
Module 2: Investment Fundamentals Demystified
Stocks, bonds, ETFs, and index funds explained clearly
How to read and evaluate investments
Understanding diversification beyond the basics
Asset allocation strategies that actually work
Module 3: Building Your Portfolio Strategy
Creating a portfolio that matches your goals
Dollar-cost averaging and automation
When to buy, hold, or sell
Avoiding emotional investing mistakes
Module 4: Optimization & Growth
Tax-efficient investing strategies
Rebalancing your portfolio effectively
Evaluating performance and adjusting course
Scaling your strategy as your wealth grows
Module 5: Staying the Course
Managing market volatility and downturns
Filtering signal from noise in financial media
Continuing education and growth mindset
Your personalized action plan for ongoing success
What Makes This Different?
✅ Live, Interactive Learning - Not pre-recorded lectures. Real-time sessions where you can ask questions, get clarity, and learn alongside others.
✅ Tailored to Your Level - Whether you're just starting or optimizing an existing portfolio, you'll get guidance that meets you where you are.
✅ Community Support - Connect with other intentional investors who share your goals and values. Learn from each other's experiences.
✅ Practical, Actionable Strategies - No fluff or theory. Every session gives you specific steps you can implement immediately.
✅ Personalized Guidance - Get feedback on your specific situation, questions, and portfolio strategy.
✅ Lifetime Access - All session recordings, resources, and materials are yours to keep and reference forever.
Who This Is For
This cohort is perfect for you if:
You're tired of feeling confused or overwhelmed by investing advice
You want to build wealth but don't want it to consume your life
You're ready to invest in your financial education, not just the market
You value community and learning with others on the same journey
You're committed to taking action and implementing what you learn
You want strategies that work for real people with real lives—not just finance professionals
This cohort is NOT for you if:
You're looking for get-rich-quick schemes or hot stock tips
You want someone to manage your money for you
You're not willing to put in the work to understand your investments
You're satisfied with your current financial trajectory
Cohort Details
📅 Start Date: To be announced via email
⏰ Duration: 4 weeks with 1 live session per week
🕐 Time: Tuesday evenings at 7:30pm EST
💻 Format: Live virtual sessions via Google Meet + private community access
👥 Group Size: Limited to 15 participants for personalized attention
💰 Investment: $497 (Early-bird pricing of $397 available for email waitlist members)
Frequently Asked Questions
Do I need to have investment experience to join?
No! This cohort is designed to meet you wherever you are—from complete beginners to investors looking to optimize their existing strategies.
How much time will this require each week?
Plan for 4 hours of live sessions plus 1 hour/week for implementation and optional homework. Everything is designed to fit into a busy life.
Will I get individual attention or is this group-only?
Both! You'll benefit from group learning AND have opportunities for personalized feedback and Q&A during sessions.
What if I can't attend a live session?
All sessions are recorded and available for lifetime access. However, live attendance is strongly encouraged for the interactive experience.
Is this just for a certain income level?
Absolutely not. The strategies you'll learn scale with you—whether you're investing your first $100 or your hundred-thousandth.
What if I'm not satisfied?
Full refund if you're not satisfied after the first live session - must attend live to qualify.
How is this different from free content online?
Free content is scattered, overwhelming, and often conflicting. This cohort gives you a structured roadmap, personalized guidance, community support, and accountability—everything you need to actually implement and succeed.