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
Learn how to create opportunities to increase 5-figure level savings
Learn how to create a plan to increase your chances of reaching retirement or financial independence
Learn strategies to potentially increase retirement income or assets by over $100K
Join us in creating
your financial plan
in just 8 weeks!
Understand your values, your WHY, and establish your vision for your desired life.
Gain understanding of where you are now and distance to your retirement or financial goals
Get clarity on the potential roadblocks to achieving your financial goals
Six-Step I.N.C.O.M.E. Process
Learn strategies to optimize your ability to reach your financial goals
Determine and prepare to implement actionable steps that align with your values and goals
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
Your 8-Week Financial Journey Guided By...
Michelle Gordon, CETF®
Financial Expert, STEVIE Award Winner
Founder & CEO of Investably LLC
As a woman, mother, person of color, immigrant, and first-generation professional, I founded Investably because I understand the human desire to scale the economic ladder and have seen the impact that a lack of good advice or information can create.
I designed this program with the goal of helping to empower you to align your money with your values and your goals so you can strive towards your desired life.
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 flexibility and control to design your life.
As a mom, wife, daughter, sister-in-law, aunt, and friend, I understand and can empathize with the universal challenges and concerns women face. The recent years highlighted the critical role that we play and the value we bring to others. It also highlighted the importance of having financial safety and the value of good guidance on navigating changes in life, and of having a big picture blueprint to help you stay the course through turbulent waters.
I am a STEVIE Award-winning professional with over 15 years on the inside of industry’s leading asset management and brokerage firms, and with over 20,000 consults under my belt. Having 10+ years of experience specifically in the ETF asset management space and as a Certified ETF Advisor (CETF®), I am able to help my clients with creating personalized investment portfolios that are tax-smart and cost-effective. More importantly, with more than 3,000 ETFs to choose from, I help my clients gain clarity of what’s ‘under the hood’.
I am a proud New York University (NYU) alumni and have overall 15 years of experience in financial services. I am a licensed Investment Advisor (Series 65) and previously served as a Registered Representative (Series 7; 63), Commodities Futures (Series 3), and a General Securities Principal (Series 24).
Outside of work, I am a happy mother, wife, daughter, avid traveler, lover of history, culture, and deep conversations.
Interactive, Visual, Expert-guided, Comprehensive
Live weekly group virtual session capped at 25 participants
10+ On-demand hours of guided financial planning & education
VIP 1-on-1 Expert Session
Financial Wellness Assessment
Retirement Income Assessment
Investment Portfolio Risk Profile
Personalized Tax Snapshot
20+ Decision-oriented Flowcharts
20+ Issue-based Checklists
Access to planning technology
'Create Your Financial Plan in 8 Weeks' Program
$1,496 (valued at $5,000+)
Cohorts limited to 25 spots
Take advantage of a 20% ($300) by paying full.
Make four (4) easy bi-weekly payments of $374.
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.
Start Your Financial Journey to Learn Strategies in How to Potentially:
- Gain up to $250,000 or more in lifetime assets
- Add up to $100,000 or more towards lifetime retirement income
- 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