The Confident Investor Lab

Grow your money with a plan you Trust.

Financial Literacy Lab

🌱 The Confident Investor Lab

Grow your money with a plan you trust.

If investing feels confusing, overwhelming, or like something you “should already know,” you’re not alone.

The Confident Investor Lab is a live 4-week Zoom program designed for beginners who are ready to stop avoiding their finances and start planning for retirement and building real wealth.

In just four weeks, you’ll walk away with a clear investment plan, retirement structure, and the confidence to grow your money intentionally.

Who This Is For

This program is for you if:

  • You don’t yet have investment or retirement accounts

  • You feel behind or unsure where to start

  • You want clarity instead of more financial noise

  • You’re ready to take action with support

Schedule a Free Call

Program Details

  • Live via Zoom

  • 4 to 5:30pm PST

  • Wednesdays April 8, 15, 22, 29

  • 90 minutes per session

  • Small cohort (limited to 6 participants)

  • Live Q&A and guided support

What You’ll Walk Away With

By the end of the 4 weeks, you will have:

✔ A clear investment plan
✔ Opened (or ready-to-open) accounts
✔ Understanding of ETFs and index funds,
✔ A retirement direction
✔ Confidence and reduced shame around money

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 (venmo or stripe)

  • Or 2 payments of $225

Limited to 6 participants to ensure personalized support.

Future cohorts will return to full tuition.

I will teach you what school did not.

Work With Me

  • Personalized education session on

    • retirement accounts (IRA, 401K, etc)

    • index funds & ETF’s

    • investing basics

    This one-on-one session is designed to help you understand your investing options and take action with confidence.

    $150 per 60 minute session

  • The same personalized education offered in the Financial Empowerment Hour, with two additional meetings for ongoing guidance and support.

    • retirement accounts (IRA, 401K, etc)

    • index funds & ETF’s

    • investing basics

    Because let’s be real, questions are going to come up as you open your investment accounts and start taking action.

    These follow-up sessions give you space to ask, clarify, and stay accountable as you build confidence with each step.

    $425 for the package

  • The Investing Intensive is a two-hour, hands-on workshop designed to help you finally understand how investing and retirement accounts work, in easy to follow steps in community. Because it’s nice to know you are not alone.

    You’ll learn the exact steps to

    • open a retirement account (IRA, 401K, etc)

    • choose index funds & ETF’s

    • where to open these accounts .

    You’ll walk away with clarity, confidence, and a personalized action plan to begin your investing journey right away.

    Offered Monthly

  • I’m not a financial advisor or planner, but what I’ve learned over the years is that you don’t need to be an expert to start investing. Opening an investment account and buying index funds is simpler than it seems, and anyone can learn how. My goal is to make this information accessible, digestible, and empowering so you can confidently take control of your financial future.

If you are ready to get started, complete this form and I will contact you to schedule within 24 business hours.

Teach me how to invest

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.

Now I manage my own investment accounts with 10 to 20% 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.

Why Investing Matters?

Investing is the only way to build real retirement savings. When you invest, your money has the potential to double every seven years through compound growth. When you only save, your money actually loses value over time because of inflation.

Investing doesn’t have to be complicated — it can be done in five straightforward steps.

Got questions? Let’s talk. Click the contact link to schedule a free consultation to see if working together is right for you.

Contact

Investing isn’t just for the rich or the experts. It’s for everyone. I’ll show you how to start investing so you can build financial independence and know that you will be able to retire.

Testimonials from people who have worked with me

  • Kari

    "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 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".

  • Stacey

    “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.”

  • Alyssa

    “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!”

Frequently Asked Questions

  • We’ll cover:

    • How investing works (in plain language)

    • Understanding index funds and ETFs

    • Retirement accounts (like IRAs and 401(k)s)

    • How to build a clear investing plan

    • How to take your first investing steps with confidence

    • Your relationship with Money

  • Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.