facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Investably's Create Your Financial Plan 

in Just 8 Weeks! 

Empower your future-self
by learning how to
create your own financial plan
in just 8 weeks!

Why You Need This... And Why You Need It Now!

Someone Will Control Where Your Life Goes from Here... Shouldn't It Be You?

Most people float through life financially… letting the outside world control their sense of security and their next moves - they are simply reacting. This might seem like what everyone else is doing, so what's the big deal?… But what does it cost you in the long run?

What if you could take control to align your money with what you value most and the personal goals you care most about?

Think about it… how often do you wake up feeling in your gut that there’s more for you but you're missing out on life because you're going through the motions rather than claiming what life has for you?

In order to truly own your success and your legacy, you must explore and pivot into NEW strategies. We live in an entirely new world… what used to work simply doesn’t anymore.

So, I am going to show you how to own your financial destiny, advocate for yourself, gain clarity on what you want to create financially and build a roadmap for how to achieve it.,

The past two years have ushered in BIG financial changes for many people. Use this 8-week program as an opportunity to take control of your financial life and create the life that you desire for yourself and your family.

And at the end of this 8-week program, you can walk away with new clarity and a roadmap creating an impactful, long-term, financial plan. Take ownership of your success, your happiness, and your future. Your future self may thank you for it.

IT'S TIME TO OWN YOUR FINANCIAL POTENTIAL.



Develop a visual understanding of your financial profile

Uncover Your Big Picture


Learn how to create opportunities to increase 5-figure level savings

Discover Your Opportunities


Learn how to create a plan to increase your chances of reaching retirement or financial independence

Create Your Plan

Learn strategies to potentially increase retirement income or assets by over $100K

Uncover Your Potential Assets


Join us in creating
your financial plan
in just 8 weeks!

Take Care of Your Future-self Today!


Intention

Understand your values, your WHY, and establish your vision for your desired life.

Needs

Gain understanding of where you are now and distance to your retirement or financial goals

Clarity

Get clarity on the potential roadblocks to achieving your financial goals

Six-Step I.N.C.O.M.E. Process

Optimize

Learn strategies to optimize your ability to reach your financial goals

Manifest

Determine and prepare to implement actionable steps that align with your values and goals

Empower

Cultivate a 'Financial Goddess' mindset with a one-page financial plan to help you stay focused


"Taking care of others requires taking care of yourself first"


Women experience a wealth gap as a result of making 80 cents for every dollar a man makes (even less for women of color)

Women lose $16,000 a year from taking time away from work to care for family and have been significantly impacted during the last two years

Women generally have more student loan debt, nearly two-thirds of the outstanding student debt in the US

Women risk outliving assets due to longer life expectancy with an average of 81.1 years versus 76.1 for men


New ways of life may
often encourage us to think
about our values and what matters most to us


Reserve Your Spot Today!



Your 8-Week Financial Journey Guided By...


Michelle Gordon, CETF®
Financial Expert,

STEVIE Award Winner
Founder & CEO of Investably LLC

I designed this intimate 8-week program with the goal of helping you transform from feeling financially insecure to feeling financially confident in that you have an understanding of where you are, what your compelling future looks like, and what steps you need to put in motion to help make it happen. 

I firmly believe in the value of living your life with intention. One of my favorite quotes is ‘Life is not a dress rehearsal’. I find this quote a powerful reminder to make the most of your life count because the one thing we cannot buy back is our lifetime. All the more reasons that I see the importance of being intentional with money, such as having a solid financial plan and investments to support your life goals, so you can have the flexibility to live your best life.

WHY this matters:

AAUW recently highlighted: “The pay gap follows women into retirement:

  • As a result of lower lifetime earnings, they [women] receive less in Social Security and pensions.
  • Women collect only 80% of what men collect in Social Security benefits and just 76% in pensions. 
  • In terms of overall retirement income, women have only 70% of what men do.
  • White men over 65 have an average annual income of $44,200, while white women over 65 must get by on $23,100, Black women on $21,900, and Latinas on $14,800.”

When it comes to financial matters, time is your best friend so the sooner you start your journey towards creating your compelling financial future that more your future-self may thank you.


Impactful Features

Interactive, Visual, Expert-guided, Comprehensive

1

Live weekly group virtual session capped at 25 participants

2

20+ On-demand hours of guided financial planning & education

3

VIP 1-on-1 Expert Session

4

Financial Wellness Assessment

5

Retirement Income Assessment

6

Investment Portfolio Risk Profile

7

Personalized Tax Snapshot

8

20+ Decision-oriented Flowcharts

9

20+ Issue-based Checklists

10

Access to planning technology


Investably's
'Create Your Financial Plan in 8 Weeks' Program
$999 (valued at $5,000+)


Cohorts limited to 25 spots

OPTION 1
One-time Payment


$799

Take advantage of $200 discounted price.

Grab your spot

OPTION 2
Monthly Payment Plan


$499.50

Make two (2) easy monthly payments of $499.50.

Grab your spot



Do I need to know to be familiar with investments?

No - You will learn about general investment principles and financial concepts within the program. However, note that you do need to be comfortable with using technology. The program is interactive and will make use of technology to help with your personal assessments and in creating your financial plan.

What is a Financial Plan?

A financial plan is your blueprint for the actions necessary to take to help you go from your present to your desired life. A clear action plan keeps you accountable and provides direction to your financial journey. More importantly, it may help you uncover key strategies to implement that can potentially be a meaningful financial impact on your life.

Do I need to make a minimum amount of income?

No - This 6-step Retirement I.N.C.O.M.E. program will guide you through creating your own personalized financial plan for the life you desire to have whether you make $50,000 or $250,000.

Why is the program limited to a cohort of 25?

While most of the program is on-demand such as educational videos, assessments, and reading materials, there is a live group weekly session designed to be an intimate supportive environment to share challenges, questions, and experiences with this financial journey.

What date and times are the live sessions?Choose your cohorts per scheduled live sessions: 

  • Tuesdays 11am ET
  • Tuesdays 1pm ET
  • Wednesdays 2pm ET


Start Your Financial Journey to Learn Strategies in How to Potentially:

  • Increase your chance of retirement success
  • Create a stable retirement income to replace your salary
  • Rescue your retirement goals from competing priorities
  • Feel financially confident by having created a personalized one-page financial plan