Wall Street Warrior

You’re ready to level-up your investing.

You want to understand how to choose the best investments.

You’re motivated to grow your money and retire comfortably.

About you:

You understand the basics of investing and you’re eager and ready to learn more. You’ve already set up an account and have made your first purchase.

You’ve heard about different types of investments like stocks and bonds and you want to spend more time picking the best investments to meet you goals.

You’ve heard of ‘diversification’ and want to learn how to apply it to your own portfolio. You want to achieve financial freedom, and maybe even retire a little earlier than you thought.

It’s time to level up your investing and start building generational wealth.

Only 48% of women currently invest in the stock market

Our mission is to get that number to 100%, to help more women grow generational wealth and be financially free.

Your Strengths:

  • Openminded: You’re open to learning different options, opportunities, and perspectives in the world of investing to help you build a strong plan for growth.

  • Analytical: You pay attention to the details. You’re starting to recognize key differences between different investments, and how fee structures will affect your portfolio.

  • High-Achiever: You know you’ve come a long way, but the journey never stops. You dive head first into books, Youtube, podcasts, and more to keep learning.

Your Weaknesses:

  • Jumping in head first: Investing is super exciting. But going in too big too soon can mean you won’t have time to learn from your mistakes.

  • Emotional investing: Having already invested your money, seeing a dip in the market could cause you to panic and sell, going against your long-term plans.

  • FOMO: You have the potential to get wrapped up in trends like meme stocks and Reddit fads which can compromise your strategy.

 

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.

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