Learn More About Our Wealth Society Investment Program
You’re here because you’ve had a conversation with one of our coaches about building your investment portfolio and you want a little bit more detail to help you make a decision.
I get it, investing for the first time or expanding your portfolio is a big step and you want to make sure that you’re making the right decision.
Here you’ll get to read over the specifics of the program. Our intention is to give you what you need so you can make a “Hell yes!” decision that feels true to who you are and what you want. If you decide it’s not for you, we’ll celebrate that too. (albeit, with less enthusiasm)
Here’s what we offer in our investment portfolio program:
Our Offerings
After completing our Income Productivity program, some clients will have an opportunity to take the next step on their wealth journey with us.
Our other offerings are just as intentional as the first, with their own laser focus. Here’s what they are:
- Portfolio Builder: Learn how to create an investment portfolio that aligns with your values and makes your money work for you, and generates an additional $1K per year or more.
- Asset Acquisition: Acquire your first income producing asset to help you quickly accelerate your path to wealth and generate an additional $5K per year or more.
- Tax Planning: Reduce your tax liability and legally pay less in taxes year after year.
- Business Accelerator: In 90 days, create a purpose driven business model that positions you to triple your current profit.
The program that you are considering right now is our Portfolio Builder Program. You can read more about it below.
The Portfolio Builder Program
Like all of our programs, the Portfolio Builder Program is 3 months and is designed to help you maximize any current investments while also developing your investment philosophy from the ground up. Here are the 3 steps you will go through.
Step 1: Clarity and Education
During step 1, we’re going to get clarity regarding your current investments. Are you making 10% return or close to it every year? We’ll identify your allocations, ROI, and start building a plan from there.
You’ll also get access to our online Wealth Academy where you will review our investment material to prepare for your coaching sessions. The Wealth Academy also comes with a variety of preloaded courses and regular live masterclasses.
Step 2: Personal Philosophy
Once you understand the basics, you’ll start coming up with the foundation for your own investment philosophy as I teach you the ins and outs of the investment principles we adhere to.
During this step, you are going to get comfortable making decisions about what to invest in so you never have to worry about being cheated or not knowing how to move forward.
Step 3: Your Portfolio Goes Live
After you’ve learned our investment education and gotten comfortable with your own investment philosophy, you are going to build a portfolio of stocks and/or funds that you are ready to invest in. From there we will review, evaluate, revise, and invest.
Messages from our clients...
For obvious reasons, we’ve made sure that our clients remain anonymous. The below messages are a combination of testimonials and off hand comments. Names have been slightly altered.
Honestly, I’m most shocked and excited about how simple and powerful the program is.
Donielle C.
So, I completed the first session and created my financial system. After that, I stayed on to work on my investment portfolio. I am so embarrassed by how much money I was leaving on the table. But after the first meeting I was on track to increase my annual income by $5,000 from investments alone.
Lisa W.
When I started working with Tasha I already had a significant portion of my money invested. After our first session I realized that 73% of my portfolio was invested in my lowest performing funds. That one change means that this program will pay for itself many times over.
Kem D.
Program Summary
- One full hour of focused portfolio building work with your coach.
- Monday check-ins to verify assignments, touch base with coach, and ask questions
- Cloud based company folder to manage, track, and ensure your progress
- Monthly group masterclasses with expert trainings (not just investment related)
- Monthly office hours with Tasha
- Free access to our online Wealth Academy where you will have access to our investment courses and more.
- Most importantly, this is all in service of our intention to increase your overall investment performance.
If you're ready for us, we're ready for you.
Not one day. Not some day. Today. Click the link below to register.
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