The Confident Investor Lab
Grow Your Money With a Plan You Trust.
Does investing feel confusing, overwhelming, or like something you “should already know”? Do you feel paralyzed every time you think about opening an investment account? If this is you, I am glad you are here…
First, I want you to know something. You are not alone.
Nobody taught you how to invest for retirement or to build wealth, and that is not your fault.
The truth is, most of us were never taught this. Not in high school. Not in college. Not even in graduate programs.
Our education system failed to prepare us for managing and growing our money.
And unless you grew up in a family that talked about investing or financial planning, how would you have known to learn this stuff?
Especially as women, who have historically been left out of financial conversations and investing education.
The good news is, we can change this!
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.
Now I teach beginners how to invest, grow their money, and build 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 Confidence.
The Confident Investor Lab
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The Confident Investor Lab 〰️
The Confident Investor Lab
The Confident Investor Lab is a live 4-week Zoom program designed for beginners who are ready to take control of their finances, start planning for retirement, and begin building real wealth.
This isn't a course you watch alone.
We learn to invest together, LIVE, so you never have to figure it out by yourself.
Walk Away With Your IRA Opened & Invested…
Even if you have NEVER invested before…In Just 4 Weeks!
When? Wednesdays April 8, 15, 22, 29th! 4 to 5:30pm PST,
Where? Zoom
Limited to 6 participants. Only 1 spot left!
Invest with Confidence!
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Invest with Confidence! 〰️
Who Is This For?
This program is for you if:
You know you Should be investing, but you don’t know where to start
You have some investments, but have no idea how it works
You feel confused or overwhelmed every time you sit down to figure it out
You’ve been meaning to start “for years”
You’re afraid of making a mistake
You want guidance without pressure or jargon
You’re ready to take action with support
What will I gain?
By the end of the 4 weeks, you will have:
✔ Opened (or ready-to-open) IRA, 401K or Taxable Brokerage
✔ Understanding of ETFs and index funds
✔ Confidence to manage your Investments
✔ A retirement direction
✔ Reduced shame around money
These simple investment accounts have the potential to grow into $1 million+ over time. And I will show you how!
What’s Included?
✔ 6 hours of live instruction
✔ Hands-on learning
✔ Small group experience
✔ Community & Connection
✔ Confident Investor Workbook
✔ Messaging support between sessions
🎁 Bonus (Register by March 1st):
✔ 60-minute private coaching call (valued at $150)
Investment
Tuition: $597
As we launch our first cohort, I’m offering a special Founding Cohort Rate of $397.
You can choose:
Pay in full: $397
Or 2 payments of $215
Limited to 6 participants to ensure personalized support.
Future cohorts will return to full tuition, $597.
“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. Sonja opened and funded an IRA and bought her first index funds
Real Talk; No one taught us how…
No one taught us how to use money, how to invest, how to financially prepare for retirement or how to build wealth.
That’s where The Confident Investor Lab comes in. I want to teach you what I didn’t learn until my mid-30’s, how to Invest and prepare for Retirement.
If You’ve Been Waiting…
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 52, starting now beats waiting. The best time to invest was yesterday. The second best time is today.
Ready to Get Started?
If you’re ready to stop avoiding investing and start building a clear plan for your financial future, I’d love to have you in this founding cohort.
Click the link below to reserve your spot. Once you register, I’ll follow up with onboarding materials and your Zoom details.
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.
“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
People who’ve worked with me say…
“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
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.
Why Work With Me
Because I get it! I’m a small business owner who didn’t figure this stuff out until my mid-30s. I was intimidated, overwhelmed and thought investing was for the rich.
5 years ago I had nothing invested. Today, I manage my own six-figure portfolio and consistently earn 10–20% annual returns. I learned everything I know through books, podcasts, articles, and a whole lot of Investing.
I make investing simple and approachable. Let your therapist-turned-investing-enthusiast show you how IRAs, 401(k)s, and brokerage accounts actually work.
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.
Testimonials from people who have worked with me
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!