Financial Health Vitals
Master Class
Investably LLC is Offering a 4-Week Expert-Guided, Actionable, Financial Health Vitals Master Class
Why This Masterclass
Benefits
- Personalized Financial Health Vitals Scorecard
- Personalized Assessments
- Personalized Action Plan
- Engaging Interactive Tools
- Intimate Cohort (max 10)
- One Live 1-on-1 Guided Session
- Live Weekly Cohort Sessions
- On-Demand Access
- Informative Guides & FlowCharts
- Impactful Financial Insights for less than a Louis Vuitton handbag
- Bonus: Tax Snapshot Profile
- Valued at $2,880
You Are
Earning good income but balancing competing financial needs, like doing things yourself, lack time, want greater financial confidence and knowledge about your money
Who We Are
Investably LLC is a Latina-owned registered investment advisory firm helping women-led households with financial planning and investment management.
“I created this practical, hands-on, and insightful Master Class to help you gain personalized insights, tools, and knowledge to start the year with an actionable roadmap towards greater financial health and wealth building.”
Michelle Gordon,
Founder & CEO
Wealth Advisor
STEVIE Award winner
Upcoming LIVE Cohort Options
- Tuesdays @ 2pm ET [Jan 9, Jan 16, Jan 23, Jan 30]
- Wednesdays @ 5pm ET [Jan 10, Jan 117, Jan 24, Jan 31]
- Thursdays @ 11am ET [Jan 11, Jan 17, Jan 25, Feb 1]
we Will address:
- Are you taking the right amount of risk?
- Are you using your income wisely?
- Do you have the right mix of wealth-building assets?
- How much wealth do you need to make work optional?
Registration Fee | $799
Reserve Your Seat. Only 10 People per Cohort.
Registration Closes January 4th, 2024
NOTE: Not available for residents in the following states: Florida, New Jersey, New York, or Virginia
