This step-by-step video masterclass gives you a clear, stress-free path to opening your first investment account and putting your money to work—without complicated financial jargon, burning hours reading charts, or needing thousands of dollars to start.

You’ll learn how to set up your investment engine once, choose a strategy that matches your comfort level, and automate the rest so wealth builds in the background of your real life.

What This Masterclass Does

Demystifies the Brokerage Account: Walk through exactly how to pick the right platform, open your account cleanly, and avoid the hidden fees that traditional firms use to skim your profits.
Simplifies Asset Selection: Learn the difference between stocks, bonds, and index funds.
- Discover why index funds are the ultimate tool for budget-conscious beginners.
- Master the "Set It and Forget It" approach to dollar-cost averaging.
Step-by-Step Navigation: Watch over my shoulder as I show you exactly how to place your very first trade safely and correctly.

You’ll know exactly where your money is going, how it’s growing, and how to stay perfectly calm when the market moves up and down.

What You Can Master & Customize

Your Automation Frequency: Set up your accounts to automatically stream small, comfortable amounts ($10, $25, or $50) straight into your portfolio from every paycheck.
The High-Yield Setup: How to seamlessly pair your investing account with a high-yield savings account so your emergency cash earns maximum interest while you wait to invest.
Risk Comfort Levels: Choose a conservative, moderate, or aggressive framework based on your personal timeline.
- Model how different consistent deposit sizes impact your compounding timeline over 5, 10, and 20 years.

Why This Works

The power isn’t timing the market....it’s time IN the market. Instead of wondering:

“Is $20 even enough to start investing?”
“Am I going to lose all my money if the market drops tomorrow?”
“Which specific stock am I supposed to gamble on?”

You’ll have a rock-solid, advisor-backed strategy:

Simple Index Funds
Automated Deposits

All you have to do is set up the automation rules once and let time do the heavy lifting while you focus on living your life.

Who This Is For

Absolute Beginners who want to build real wealth but feel completely overwhelmed by Wall Street noise.
Educators and Busy Families who want clarity and a realistic wealth plan that fits their current monthly income, not against it.
Anyone tired of sitting on the sidelines watching everyone else make money in the market because they're afraid of making a rookie mistake.

What You Get Inside the Classroom

The Step-by-Step Video Masterclass (Complete with clear screen walkthroughs of brokerage platforms).
The Budget Template - $9 Value - Know exactly how much money you have available to invest
The Debt Payoff Template & Calculator - (Yes; you can invest while paying off debt. This template will help you do both)