The Confident Investor Lab
LIVE 4-WEEK WEALTH BUILDING PROGRAM. October 14-November 4th
Learn the exact system I used to go from zero invested to a six-figure investment portfolio in five years. I'll teach you how to build wealth one step at a time.
Do you ever wonder how much longer you actually have to keep working this hard?
What if you knew how to invest your money so that work could eventually become optional?
If this is you, I am glad you are here…
You work hard for your money. But is your money working just as hard for you?
Do you know how to invest what you're earning so that one day, work becomes optional?
After being told I’d ALWAYS be a poor social worker, I taught myself how to invest and built a six-figure investment portfolio in five years. Now I want to teach you how to do the same.
That’s exactly why I created The Confident Investor Lab — to teach you what I had to figure out on my own.
Because most of us were never taught how to grow our money, build wealth, or create financial freedom—not in high school, college, or even graduate school.
And for women especially, investing has been made to feel complicated, intimidating, and like something we're somehow supposed to already understand.
I’m here to change that.
The Confident Investor Lab
The Confident Investor Lab is a live 4-week program for women who want their money to create more options …to work less, travel more, leave a job they’ve outgrown, or simply know they don’t have to work forever.
Who is it for?
Women who want to build long-term wealth so work becomes optional.
Dates
Wednesdays October 14, 21, 28, Nov 4
Time
4:00pm - 5:30pm PST
Location
Live on Zoom
“After the Confident Investor Lab with Jackie I had the knowledge and motivation to open a HYSA, a taxable brokerage, AND a 457b deferred compensation plan. I already had a retirement plan set up, but retirement calculators told me I would need more in order to meet my goals. Since opening those accounts about a year ago I have earned $1,000 in interest on my HYSA, 15% on my taxable brokerage, and 12% on my 457b contributions. I am confident in meeting my retirement goals and saving enough to travel!
— Kari Proud, School Psychologist
Imagine feeling this way about your money…
You open your investment accounts and actually understand what’s inside them.
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You know how much you need to invest to build toward the future you actually want.
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Investing no longer feels like a club you were somehow locked out of.
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You feel calm and confident when you look at your investments — instead of confused, anxious, or overwhelmed.
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You’re building toward a future where you work because you want to, not because you’re financially stuck.
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If You’ve Been Waiting to invest…
You’re not alone.
But it’s important to know:
Delaying investing…even briefly…can cost tens of thousands of dollars in missed growth.
The good news?
You can start now. Whether you're 28 or 50, starting now beats waiting. The best time to invest was yesterday. The second best time is today.
Not sure if this is right for you? That’s completely okay. If you have questions or want to talk it through, you’re welcome to schedule a free call so we can make sure this feels aligned for you.
This is Perfect For You If
You make good money, but you're not really sure what you should be doing with it.
You have a 401(k), IRA, or other investment account... but you don't really understand what's inside it.
You're burned out and can't imagine doing what you're doing until you're 65.
You're tired of wondering if you're behind or whether you're doing enough for your future.
You have money sitting in savings and know it could be doing more for you.
Investing feels intimidating, confusing, risky—or a little too much like gambling.
You work really fucking hard for your money and want to learn how to make your money work for you.
You want your money to create more freedom—more travel, more flexibility, more choices, and eventually the ability to work because you want to, not because you have to.
“Jackie's passion for investing and helping others to overcome the overwhelm and fear of investing is inspiring. Her commitment to my financial future along with her consistent support helped me build confidence and overcome the overwhelm of getting started. Her knowledge and support is for anyone who didn't get this type of education from their family or school. I would not have been able to do it without her!”
— Sonja, Intro to Investing Workshop Nov 2025.
What’s Included?
✔️ 6 hours of live instruction
📘 The Confident Investor Workbook (60+ pages, interactive & yours to keep)
🎥 Access to session recordings for 1 year
📊 Investing worksheets, calculators & resources
💬 Roadmap to a million dollar portfolio
🤝 A small, supportive group of women learning together
All of this for $497 paid in full or broken into 3 payments
$672 VIP Option-includes 1 hour of 1 on 1 Money Confidence Coaching
Many online investing courses cost $1,000 or more and consist entirely of pre-recorded videos. The Confident Investor Lab is different. You'll learn in a live, small-group setting, receive a comprehensive workbook, have the opportunity to ask questions in real time, and leave with the confidence to manage your own investments. My goal isn't just to teach you about investing—it's to give you a skill you'll use for the rest of your life.
Imagine One Year From Now...
Logging into your investment accounts and knowing exactly what you're looking at.
Seeing your money grow and understanding exactly why.
You are no longer wondering if you're "doing it right."
You're investing consistently. You have a plan. And you know what you're working toward.
Maybe that's working less. Traveling more. Taking a sabbatical. Leaving a career you've outgrown. Or simply knowing that someday, you could walk away if you wanted to.
You're building a future where you work because you choose to …not because you're financially stuck.
Working with Jackie gave me the confidence to finally understand the basics of investing in a way that felt approachable instead of overwhelming. After my divorce, I realized there were a lot of financial decisions I had never fully learned to navigate, and she helped turn that sense of vagueness into clarity without ever making me feel intimidated. She is warm, personable, and incredibly skilled at explaining investing concepts in a way that actually sticks. The workbook was a wonderful companion to our sessions—it helped organize what I was learning and gave me something practical to return to between meetings. I'm now investing with much more confidence because of our work together, and I would wholeheartedly recommend Jackie to anyone who wants a supportive guide to learning the fundamentals of investing.
— Maggie Medlin, Therapist
With so many voices online; influencers, TikTok and Instagram gurus, Reddit threads…It’s hard to know who to trust. I have no commissions, no affiliates, and nothing to sell you. My only goal is to teach you enough that you never need me again.
I’m Jackie…
After being told I’d ALWAYS be a poor social worker, I built a six-figure investment portfolio anyway, all within the last 5 years. And I am on track to build a 7 figure portfolio through long-term investing.
Now I teach beginners how to build wealth, invest and create the kind of financial freedom most people think is out of reach.
The Confident Investor Lab is here to challenge the “helping professionals stay broke” narrative and teach women how to grow their money…with Clarity and Confidence.
People who’ve worked with me say…
“Jackie's advice and encouragement was a game changer. I actually know quite a bit about finance but was still very nervous about jumping in and she gave me just the push I needed to take action! Since attending her Investing workshop, I opened a HYSA and an IRA, and bought index funds for the first time. It's already paying off and I wish I had listened sooner".
Kari P. Intro To Investing Workshop July 2025
“I’ve wanted to start investing for years but always felt overwhelmed, confused, and honestly scared of losing money. That all started to change when I joined Jackie’s financial literacy group. Surrounded by other women on the same journey, I’m learning, growing in confidence, and taking steps toward a secure financial future. Jackie creates a space where you feel safe asking questions, supported, and empowered. I even opened my first Roth IRA. Let Jackie’s passion for investing inspire you to take control of your financial life.”
Stacy , Intro To Investing Workshop Oct 2025 and FinLitLab Member
“Jackie’s Financial Literacy Lab has brought together and empowered many women, myself included. Her labs and investing workshops demystify money management with a contemporary and feminist approach that is accessible and easy to understand for all. I’m so grateful for the impact Jackie’s finance community has already made in my life in such a short time. I feel confident enough to build a budget and take the first steps of investing in my future. Thank you Jackie and Financial Literacy Lab!”
Alyssa, Intro To Investing Workshop Oct 2025 and FinLitLab Member
Frequently Asked Questions
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We’ll cover:
How investing works (in plain language)
Understanding index funds and ETFs
Retirement and other Investment accounts (such as IRAs, 401Ks and taxable brokerages)
How to build a clear investing plan
How to take your first investing steps with confidence
Your relationship with Money
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You are not alone , and you are not too late.
Many people delay investing because of confusion, fear, or shame. This program is designed to reduce overwhelm and help you take aligned action, no matter where you’re starting.
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Yes. This program is specifically designed for beginners who are starting from zero and folks who have investment accounts but have no idea how they work. We’ll walk step-by-step through the foundations so you can build a clear, manageable investing plan without feeling overwhelmed.
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The Confident Investor Lab provides financial education, not individualized financial, tax, or investment advice. You’ll learn general investing principles and frameworks so you can make informed decisions that fit your goals.
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Sessions will be recorded and available to participants. However, attending live is encouraged so you can ask questions and fully engage in the experience.
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You’ll leave with a clear investing plan and the confidence to continue building wealth independently. Alumni may also receive future resources or invitations to advanced offerings.
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Because I get it.
I know what it feels like to be confused, overwhelmed, and unsure where to start. I’ve been managing my own investment accounts for the past five years, and I’ve experienced firsthand how empowering it is to move from avoidance to clarity.
As a therapist, I bring something unique to investing education. I understand the role money plays in our emotional lives — the shame, fear, and overwhelm it can create. In The Confident Investor Lab, we don’t just talk about numbers. We address the mindset and emotional barriers that often keep people stuck.
You’ll learn the practical steps to invest — and you’ll build the confidence to follow through.
Hi, I’m Jackie…
I’m an EMDR Therapist turned Financial Literacy Educator and Enthusiast. I love talking about Investing, IRA’s, 401K’s, Taxable Brokerages and Credit Card Travel Hacking.
Financial gurus say Compound Interest is the 8th wonder of the world and it’s my mission to share the power of Investing with as many people as possible.
Got questions or want to work with me one-on-one? Reach out for a free consultation and I will get in touch within the day!