Built To Quit: A 6 Month Wealth Building Program for Women

Build Wealth. Make work optional.

I went from $0 invested and assuming I’d work forever to building a six-figure investment portfolio in five years. I’ll show you exactly how I did it.

You make good money…so why don’t you feel financially secure?

You Make Good Money. Now let’s make that money work for you.

You’ve built a successful career. You’re earning, saving, and doing all the things you were told you were supposed to do.

But you still don’t have a clear plan for turning the money you’re making today into the freedom you want later.

What if you knew exactly how much you needed to invest to make work optional?

Through Built To Quit, a 6 month private 1:1 wealth building program, I’ll help you understand your relationship to money, build a personalized wealth-building plan, and know exactly what you need to do with your money to create more choices for your future.

Reach out to learn more

“After working 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

What’s Included in Built to Quit 6 Month Wealth Building Program?

Let's talk!

💜 6 Private Coaching Sessions
One 90-minute kickoff + five 60-minute private sessions over six months.

📊 Your Personalized Wealth-Building Plan
We’ll look at where you are today, where you want to go, and create a clear plan for putting your money to work toward the life you want.

🎯 Your Work Optional Number
Know exactly how much you need to invest each month to build toward the age you want work to become optional.

🏦 Hands-On Support Setting Up Your Accounts
We won’t just talk about what you should do. I’ll walk you through opening and setting up accounts like a HYSA, Roth or Traditional IRA, and brokerage account so you can take action.

📈 Personalized Investing Education + Support
Understand what you own, learn how to evaluate investments like index funds and ETFs, and build an investing strategy you feel confident managing yourself.

📕 The Confident Investor Workbook
My 65-page, step-by-step investing workbook is included. It’s fillable, clickable, personalized to your goals, and yours to keep.

✈️ BONUS: Credit Card Travel Hacking 101
Learn how to use credit card points and travel rewards strategically to make travel more affordable—including how I think about choosing cards, earning points, and redeeming rewards for travel.

🤝 Accountability + Between-Session Support
You’ll have support as you actually put your plan into action, including email and text between sessions.

Built to Quit

A 6-month private money coaching experience for women in the helping profession who are ready to stop guessing with their money and start building toward financial freedom.

“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 can 6 months of working with me set in motion?

Why should you work with me?

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, on a 5 figure salary. 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.

I’m especially passionate about helping women in helping professions build wealth; because dedicating your career to helping others shouldn’t mean sacrificing your own financial future.

Let's Work Together

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.

Let's Talk

“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

Work With Me

  • 💜 6 Private 1:1 Coaching Sessions
    One 90-minute kickoff + five 60-minute sessions.

    🎯 Your Work Optional Number
    Know how much you need to invest to build toward making work optional.

    🗺️ Your Personalized Wealth-Building Plan
    A clear strategy for where your money should go and what to prioritize.

    🏦 Hands-On Account Setup
    Open and set up accounts like HYSAs, IRAs, and brokerage accounts together.

    📈 Personalized Investing Education
    Understand your accounts, index funds, ETFs, and how to confidently choose investments.

    📕 The Confident Investor Workbook
    My 65-page, fillable, step-by-step investing guide—yours to keep.

    🤝 Accountability + Between-Session Support
    Get support as you actually put your plan into action.

    ✈️ BONUS: Credit Card Travel Hacking 101
    Learn how to strategically use points and rewards to make travel more affordable.

    Investment: $2700

    Pay in full or 6 payments of $450

  • Not ready for 6 months of coaching?

    If you have a specific money or investing question and want personalized support without an ongoing commitment, you can book a 90-minute Money & Investing Intensive.

    We can use our time to review your investment accounts, talk through your investing strategy, calculate your goals, or tackle the financial question that’s keeping you stuck.

    $400 | 90 minutes

  • I’m not a financial advisor, 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 and start building wealth today.

If you are ready to get started, complete this form and I will contact you to schedule within 24 business hours. I offer services virtually and in person in Portland, OR.

I'm Ready to build wealth

Here’s How We Get Started

  • Reach Out

    Click the link below and tell me a little about yourself and what you’re hoping to accomplish. I’ll respond within 24 business hours.

  • Money Clarity Call

    We’ll schedule a free Money Clarity Call to talk about where you are, where you want to go, and what kind of support you’re looking for.

  • Grow it.

    We’ll decide together whether Built To Quit is the right next step. No pressure. No awkward sales pitch.

Book a Money Clarity Call

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!”

  • K

    “After taking your Investing Workshop, I have decided to manage all my own investment accounts so that I don’t have to pay the 2% fees my brokerage firm is charging me. The workshop gave me confidence to be able to do this and this will save me thousands of dollars in the long run!”

  • Sonja

    “After taking your workshop, I opened my first IRA. The workshop helped me to understand what an IRA is and the importance of having an IRA in order to have money for retirement. Jackie answered all of my questions, even when I felt like they were dumb.”

  • Martine

    “Being part of Financial Literacy Lab has given me so much hope and clarity around my finances. Each session I have attended has covered topics that are relevant and truly helpful. Jackie is a great facilitator and always comes prepared. I deeply appreciate the intention and thoughtfulness around this community.”

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!

Schedule a free call

My journey from Therapist to Investing Coach in a conversation with Kym Tolson, the traveling therapist.

view the full video