The no BS beginner-friendly course designed to make stock market investing simple.
No more stressing trying to figure out how to invest on your own. Straight Up Investing teaches you the investing fundamentals, which investments and accounts are right for you, as well as what strategies match your individual investing style. We won't overload you with Wall Street jargon - the course breaks down concepts in simple language so that you can quickly become a confident investor.
✔Investing feels simple now that you know where to begin
✔ Your money is growing on autopilot while you sit back and relax
✔ You have more freedom in your life to do whatever the eff you want - leave the job you hate, book a spontaneous trip, retire early
✔ You're sharing your new knowledge with friends and changing their lives too
✔ You're paying less in annual fees which puts thousands of dollars back in your pocket
✔You're excited about the future and growing your money
Hi! I’m Lisa. In 2019 I left my 15+ year investment industry career to help women become confident managing their money.
Before I left corporate and my fancy V.P. title, the majority of my career revolved around global asset management, stocks, trading, investment portfolios, and the technology behind those things.
Beyond being a leader in financial services, I learned how to invest in my 20’s. Despite making mistakes along the way, in 6 years I grew my wealth from $25,000 to over $220,000 by investing in the stock market. That financial cushion allowed me to leave my job, take a 19 month work hiatus, live life on my terms, and has been the catalyst for countless opportunities ever since.
I'm excited to show you that this is possible for you too.
"I set up investment accounts, got started with a robo-advisor and have auto transfers funding my accounts! Feeling like my goals are much more attainable now and so happy that my husband and I now have a plan on paper!"
- Marina, CA
"My investment account is up almost $3k!!! I took what I learned, took the time to setup my investments, and they've been running on autopilot for me for the last few months. I didn't even lift a finger and made thousands of dollars. Investing is truly magical once you learn how to do it right. Thank you for teaching me how to own my finances like a Queen."
- Naza, BC Canada
✓ You're newer to investing and want to better understand investing foundations + strategy
✓ You're tired of wondering "how do I invest and grow my money?"
✓ Complicated Wall Street lingo makes your head spin
✓ You want a solid understanding of stock market foundations & concepts - stocks, bonds, mutual funds, ETFs, account types, rate of return, taxation, risk tolerance, placing trades, rebalancing, etc.
✓ You want the tea on all of your investment options (brokerage firms, robo-advisors, financial advisors)
✓ You want to keep more of your money and not lose it to unnecessary fees and taxes
Overcoming investing overwhelm
- Uncover why personal finance is...personal
- How to know when you're ready to invest
- Eliminate the noise to elevate your profits
- Discover your investing style
Good things come to those who invest
- Why invest?
- Learn why you don't need much money to start
- The power of compound interest
- The negative effects of inflation
- Investment Growth - The Secret Sauce
All aboard the money train
- The investing essentials starter kit
- Demystifying investment choices - stocks, bonds, mutual funds, ETFs
- The skinny on the stock market
Investment account options (retirement & non-retirement)
- Deep dive into retirement and non-retirement accounts
- Evaluating your options- robo-advisor, DIY, financial advisor
- How and where to open an account
Fastrack to investing with confidence
- Your investing game plan
- Understanding your risk comfort zone
- Basic investment research
- Creating your index fund portfolio
- Rebalancing your portfolio
Spicy Extras
- Millionaire Investor Blueprint - my simple stock research process which has brought in up to 4000% in individual stock returns (video format)
- Step-by-step guide for how to BUY and SELL (video format)
- Done-for-you investment growth estimate worksheets
The modules in this course are priceless, just one lesson can pay for the entire course or more!
✔ Videos trainings covering everything listed above with lifetime access to the content, including any future additions (Value $2000)
✔ Exercises, quizzes, investing workbook, and more to move through the course at your own pace (Value $300)
✔ Done-for-you investment growth calculations (Value $100)
✔ Step-by-step trading guide (Value $200)
✔ SPECIAL BONUS: Millionaire Investor Blueprint (Value $550)
Total Value = $3,200
Become a confident investor?
Start growing your money on autopilot?
Worry less about having enough money in retirement?
Feel good about making investment decisions?
Welcome more wealth into your life?
HECK YEA I'M READY!
