Build Wealth With Confidence
Money Coach for Women in Portland, OR & nation wide online
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.
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 which is why I created The Confident Investor Lab!
The Confident Investor Lab
The Confident Investor Lab is a live 4-week program designed for people who are ready to take control of their finances 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.
Who is it for?
Women who want to build long-term wealth
Dates
Wednesdays October 7, 14, 21, 28
Time
4:00pm - 5:30pm PST
Location
Live on Zoom
You’ll Walk Away Knowing
How to build long-term wealth through investing.
1
Which investment accounts are right for your goals (IRA, 401(k), brokerage, and more).
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How to confidently choose simple, diversified investments.
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How to create a personalized investing plan you can stick with.
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How to manage your own investments with confidence, without the shame, confusion, or overwhelm.
5
“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
This is Perfect For You If
You’ve been meaning to start investing for years.
You know you should be investing, but you don’t know where to start
You’re done feeling confused and overwhelmed ry time you sit down to figure it out
You’re a small business owner curious how to save for retirement
You want guidance without pressure or jargon
You have some Investments but aren’t quite sure how it works
You’re ready to take action with support
You're ready to build wealth with confidence instead of fear.
Invest with Confidence!
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Invest with Confidence! 〰️
What’s Included?
✔️ 6 hours of live instruction
📘 The Confident Investor Workbook (60+ pages, interactive & yours to keep)
🎥 Lifetime access to session recordings
📊 Investing worksheets, calculators & resources
💬 Roadmap to a million dollar portfolio
🤝 A small, supportive group of women learning together
All of this for $497
Early Bird Price: $447 through Sept 1, 2026!
$697 VIP Option-includes 1 hour of 1 on 1 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.
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
Imagine One Year From Now...
Imagine logging into your IRA or 401(k) and knowing exactly what you're looking at.
Imagine opening your investment account and seeing your money growing because you understand how investing works.
Imagine no longer wondering if you're "doing it right."
Imagine feeling confident that you're building a future where work becomes a choice, not a necessity.
Imagine knowing that every dollar you invest today is working for you, helping create the financial freedom you've always wanted.
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 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.
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.
“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
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!