The course · Eleven conversations, three phases
The Financial Confidence Reset
Learn the concepts, understand the decisions, and walk into every financial conversation with confidence.
11
Self-paced video conversations
~2 hrs
Of instruction
7
Tools in your core toolkit
3
Phases, foundation to plan
What you’ll learn
By conversation eleven, you can:
Build a clear Financial Snapshot of everything you own, owe, earn, and spend.
Give every account a job, and connect each goal to the right account and investment.
Understand retirement accounts: Traditional vs. Roth, matching, and where the rules live.
Decide what your next dollar should do with the Next Dollar Decision Filter.
Understand the building blocks of investing and translate risk capacity and risk tolerance into a portfolio.
Create a plan for staying invested when markets get scary.
Review the protections around your household: insurance, beneficiaries, estate documents.
Navigate life transitions with save-for-later references for the hard moments.
Finish with a personalized 90-Day Plan and a guide to working with your financial team.
The recurring framework
Goal → Account → Investment
Every decision in the course comes back to one question: what job is this money doing?
The course roadmap
Eleven conversations, in three phases.
Every conversation pairs with workbook tools
Phase 1 · Build the Foundation
01
Conversation 01
Why Smart Women Feel Intimidated by Money (and How That Changes Today)
Redefines financial confidence: enough understanding to participate, ask questions, and decide.
Workbook & tools
02
Conversation 02
Your Financial Snapshot
Bring your whole financial life into one place: what you own, what you owe, what comes in, what goes out.
Workbook & tools
03
Conversation 03
Why Are There So Many Different Accounts?
The jobs money can have, built on the course's core framework: Goal → Account → Investment.
Workbook & tools
04
Conversation 04
Understanding Retirement Accounts
Workplace plans and IRAs: Traditional vs. Roth, employer matching, old accounts, and where to find current rules.
Workbook & tools
Phase 2 · Make the Money Decisions
05
Conversation 05
Understanding Investments
What the investments inside your accounts actually are, and what role each can play.
Workbook & tools
06
Conversation 06
What Should Your Next Dollar Do?
The Next Dollar Decision Filter: a practical sequence for where additional money should go, with room for real-life tradeoffs.
Workbook & tools
07
Conversation 07
How to Build an Investment Portfolio with Confidence
Weigh the risk your money can afford and the volatility you can tolerate, then connect both to an allocation and actual investments.
Workbook & tools
08
Conversation 08
Staying Invested When the Market Gets Scary
Create your decision process in advance, not in the middle of a frightening market.
Workbook & tools
Phase 3 · Protect It + Handle Real Life
09
Conversation 09
Navigating Life's Financial Transitions
References for the moments it's easiest to feel overwhelmed. Save them; use them when life happens.
Save-for-later references
10
Conversation 10
Protecting What You've Built
Where protection already exists, what needs attention, and what deserves professional follow-up.
Workbook & tools
11
Conversation 11
Putting It All Together: Your 90-Day Financial Confidence Plan
Choose the two or three areas that matter most and turn them into a short list of actions.
Workbook & tools
Start with conversation one today.
$299 introductory price, one-time · 11 conversations · workbook included · hosted on Bawsify
Questions
Asked before enrolling.
Is this financial advice?
No. It's education, not individualized investment, tax, legal, or insurance advice. You'll learn how the pieces work, and when a professional is worth bringing in.
Do I need any background in finance or investing?
None. Plain English before any jargon, starting from wherever you are. You were never “bad with money,” just never taught this.
How much time does it take?
About two hours of video, entirely self-paced. The workbook is where the real work happens.
What comes with the course?
Every conversation pairs with fillable exercises, decision tools, or save-for-later references. All downloadable, all print-friendly.
How is the course delivered?
Video conversations hosted on Bawsify, watched on your schedule, with the workbook downloaded as you go.
What happens when the rules change?
Limits and tax rules change; how the pieces fit together doesn't. The course teaches the durable concepts and points you to official sources for the numbers that move.
What if it isn't for me?
Finish the first three conversations and do the exercises. Not clearer within thirty days? Every dollar back. No forms, no hard feelings.
One more time, plainly
Eleven conversations. The workbook. $299, once.
The 30-day guarantee: clearer about your money in thirty days, or every dollar back.