Beginner Investor

You’re ready to start investing.

You’re looking for guidance on how to get started.

You understand some of the basics of investing and you’re ready to make your first purchase.

About you:

You understand some basics of how investing works and are ready to get started. You’re not sure how to set up an account or how to use it.

You’ve been told from friends or family that you should be investing but you’re not sure where to begin.

You’re looking for step-by-step instructions for a safe way to invest your money.

You’ve heard about investing, you’re curious about how it works, but you’re not quite ready to start.

You may feel a bit overwhelmed from all the options and terminology when it comes to personal finance and investing, but you’re ready to start learning.

It’s time to become the investor you always knew you could be.

75% of women want to learn more about money & investing

Our mission is to get more women involved in investing, and build generational wealth.

Your Strengths:

  • Patience: You’re patient and you know that while investing can bring short-terms games, you’re in it for the long haul.

  • Dedication: You didn’t get here by shear luck. You’re dedicated to learning as much as you can about money, growth, and investing.

  • Curiosity: You’re not afraid of asking questions. When you don’t know something you make the effort to do your research to find answers.

Your Weaknesses:

  • Inexperience: You haven’t yet honed your skills being able to choose a money and investment strategy that would work best for you. This will come with time.

  • Hesitancy: You’re a confident person, but when it comes to investing, you feel a little confused at times and it can prevent you from getting started.

  • Dealing with setbacks: The journey to financial freedom is not always a linear. You have a habit of being hard on yourself for minor setbacks.

 

Other Personal Money Profiles

  • You are motivated and ready to change your current financial situation. You’re struggling to save money each month and need some help getting back on your feet. You may be in a fair bit of debt, relying on credit cards, or living paycheck to paycheck. You’re looking for guidance to help you make the right decisions when it comes to money. And you’re interested in ways to increase your income or pay off debt.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

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Start your journey.

Based on your Personal Finance Profile, your recommended Tool is: