The She Investor Academy (SIA)
For the everyday woman who wants to learn how to invest, build her own investment portfolio and feel good while doing it.
A 12-week hybrid program designed to jumpstart your wealth building journey and teach you how to confidently invest on your own. All in a straightforward, easy-to-understand way.
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Wealth is nothing but a matter of choices.
Have you been wanting to invest on your own for a while but are being held back by...
- FEAR of not knowing where to begin, getting it wrong, or even worse, losing money?
- Not sure how much to be investing or if you even have enough to start?
- Worried that it's too late to start or that you'll never get there because of inflation's impact on your money?
- Feeling that the future's a long way away so why even look now?
- A financial advisor who lacks communication and transparency, but you're scared to be confrontational and take matters into your own hands?
- Or are currently investing (amazing!) but are seeking more education and to feel confident about your money?
Trust me, I've been there. Every single one of these feelings is valid—especially when financial education has never been prioritized.
But guess what? It doesn’t have to feel overwhelming or risky. With the right approach and guidance, you can create a strategy that feels right for you and start confidently growing your wealth sooner than you think.
Say YES to your financial future by enrolling today.
Our next cohort starts on Monday, February 3rd.
EnrollThe average person has less than $1,000 in savings.
It's time to change that.
Imagine looking at your investment accounts, and feeling so satisfied for what you've built. Not only do you see multiple commas but you are filled with confidence and financial assurance for your future. You did that. Your money works for you now. And you can relax knowing that you have more options and more choice over how you want to live your life, support your family or give back.
The stock market is one of the most powerful (and truly passive) tools for building wealth—and it’s no coincidence that the wealthiest individuals leverage it to grow their fortunes. In fact, 89% of millionaires have the majority of their wealth tied to stocks and other market investments.
With historical average returns of 7-10% annually, after adjusting for inflation, it has consistently outperformed other investment vehicles over the long term, making it a consistent and reliable way to grow your money over time. With the "magic" of compounding, even small investments today can snowball into significant wealth in the future.
Right now, ~56% of Americans are invested in the market in some way and even more globally, but the wealth gap shows that the richest households invest more consistently and strategically. The good news? You don’t need to be rich to start—you just need the right guidance and strategies and to know how to approach the market wisely.
What you're getting inside of SIA
20+ hours of training content
SIA is broken up into step by step video modules to teach you everything you know to confidently invest on your own.
6 bi-weekly check in calls
Check-ins are here to bridge needed gaps, answer questions and workshop through anything financial related.
10+ calculators and worksheets
Personal financial management planners and calculators, multiple investing calculators, 401(k) match calculator, Order of Account guide and more!
Personalized Workbook + Program Checklist
It's one thing to learn, another to implement. This resources are here to track your process and hold you accountable to doing the work.
A community of supportive women
All cohort members are treated with respect and are here to fully support each other on their financial journeys.
And more!
Members receive access for life, additional resources to take investing to the next level, deep dives into specific financial topics and invitations to future guest speaker sessions.
Program details
Stage 1
Financial Foundations (Optional)
This is an optional stage that addresses the financial foundations needed to set you up successfully long-term, and ideally have in place before you start investing. In this stage, you will:
+ Gain a 360 degree view of your financial situation & calculate your Net Worth.
+ Create a flexible monthly Spending Plan and track financial milestones throughout the year.
+ Learn the best payoff strategies for dealing w/ debt and figure out when you'll be debt-free!
Stage 2
Investing Fundamentals + Your Financial Numbers
For many, the goal is to retire as soon as possible and still live a comfortable lifestyle. In this stage, you will:
+ Understand how investing works and why it's a powerful long-term wealth building strategy.
+ Figure out your 3 important money numbers: Financial Security, Financial Independence, and Financial Freedom.
+ Calculate out how much you'll need to invest to realistically achieve Financial Independence (yes, we factor in inflation).
By the end of this phase, you will understand the fundamentals of investing, set money goals and know the numbers to get you there.
PHASE 3
Choosing Investments
The investments that you choose will determine everything. During this stage we cover:
+ How the stock market works, what causes prices to move up & down, and multiple investing strategies.
+ The types of investments available to you; including stocks, bonds, index funds, REITs, commodities and crypto!
+ How to analyze a fund (what's in this fund and does it make sense based on my goals?)
+ How to evaluate risk so you can further determine which investments are right for you.
+ Learn how to create your own investment portfolio of Index Funds and ETFs. (How to choose the right funds + how much to allocate.)
+ Tax implications of investing + what you need to know for tax season.
By the end of this stage, you will be ready to purchase your first investment(s) or update your current investment selections to those that align better with your goals.
Stage 4
Structuring Investments (aka Accounts)
Understanding the types of accounts are important as they have varying parameters and tax implications. In this stage, you will:
+ Learn about and understand the types of investment accounts available to you (including taxable and tax-advantaged, like IRAs , 401(k)s, HSA, etc.)
+ Learn the steps to conduct a successful account transfer, conversion or rollover, and the differences between them.
+ Figure out the best order AND allocation to invest in each account based on your income situation and when you plan to access your money.
Stage 5
Implementing Your Wealth Plan
This is where everything comes together... In this stage, you will:
+ Implement your Final personalized financial plan!
+ Learn how to continue to manage your own money after this program and once you decide to use it.
+ Be provided with a list of additional resources to further help you on your journey and advance your skillset.
By the end of this phase, you will have your personalized Financial Plan fully built out and well on your way to reach financial success! :)
Say YES to your financial future by enrolling today.
Our next cohort starts on Monday, February 3rd.
EnrollWhat you can expect after completing this program:
Extras
In addition to the above program training and live calls, by joining The She Investor Academy you'll also receive:
- Extra #1: 2 personal 1:1 calls that can be used anytime during the first 12-weeks of joining
- Extra #2: A compiled list of over 50 Index Funds (ETF & Mutual Fund versions) to choose from that covers stocks, bonds, REITs, commodity, & crypto funds (I will never tell you what to buy by this will make it a heck of a lot easier!)
"Someone's sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
This Is For You If...
+ You are new to investing OR have some money invested but are unsure if it's in the best investments or right accounts for your goals.
+ You feel a lack of clarity around money, are overwhelmed, or just don't know where to start when it comes to investing.
+ You want a proven investment strategy that gets you to Financial Independence and beyond.
+ You want to increase your overall financial literacy and create a financial plan for your life.
+ You just want more money, would like to retire early or pass something down to your kids.
This Is NOT For You If...
x You are looking to get rich overnight.
x You want someone to do it for you.
x You are looking for advanced trading strategies and stock picking.
x You are in a complicated tax situation and looking for tax advice.
x You see this program as an expense instead of an investment in your financial well-being.
Hear From Past Students...
"I never realized how much I was holding myself back with my finances. Investing felt confusing and scary to me. I didn't want to let go of my money and not know what would happen to it. But I've learned so much about the stock market, what's available, and how to navigate it that I'm no longer overwhelmed. I know what I want to invest in and how to do so. I made my first investment in an iBond! And opened my first individual brokerage account!"
- Kayla C.
"Thank you so much for everything you did for your money program and all the knowledge you provided and time spent. The info you shared is invaluable and I'm so grateful to have been a part of it!"
- Neda T.
"I recently worked with Nicole and not only is she knowledgeable, but very engaging and supportive throughout her program. She made finance fun and approachable, even for someone like me who has always found the subject a bit intimidating. Thanks to her program I now feel confident in my ability to manage my personal finances and make informed investment decisions. I'm even thinking about starting my own side hustle!"
- Carrie B.
"I've always contributed to my 401(k) but never totally understood what I was invested in or how my investments were doing. After working with Nicole, I was able to understand this and make investment changes that were more aligned with my financial goals."
- Michelle C.
Say YES to your financial future by enrolling today.
Our next cohort starts on Monday, February 3rd.
EnrollHey, I'm Nicole
Nicole is a Certified Financial Coach, Money Educator and holds a Master's in Finance from Georgetown University.
Nicole started her career in Sales and Recruiting and quickly realized that she no longer wanted to follow the standard path of working hard your whole life and then enjoying it later. After many years of self-research, she decided to take advantage of the U.S. financial system and her employment and built a completely tax-free investment portfolio that will support her financially in the future.
She then went back to school to pursue her Master's degree and start a career in corporate finance but noticed the large gap in women and finance. Ever since, she's been helping women gain back financial control, build wealth and create healthy relationships with money.
