We teach working professionals how to maximize their employer benefits and investment options to

grow wealth and build the life they deserve

 
Building Wealth in Your 401K

FINANCIAL INDEPENDENCE WORKSHOPS

During this virtual multi-session, self-paced workshop, we walk you through how to tap into one of the best, yet most underutilized, wealth-building tools available to you: your employer-sponsored retirement plan. Whether you have a 401k, 403b, 457b, or even just an IRA, we'll walk you through how to confidently invest for your future.

 

We both credit our 401Ks to our ability to build six-figure portfolios in just a few years. The wealth you build through your retirement accounts - especially those offered by your employer - is essential to your ability to achieve Financial Independence and Financial Freedom.

In this workshop you'll learn:

  • In layman's terms, how to make investment selections for your 401k, 403b, or 457b

  • How to choose the right funds to grow and build wealth

  • How to determine how much you can afford to contribute

  • How allocate your contributions to maximize growth

  • How to navigate your provider's interface

If you're ready to grow wealth and live the life you deserve, then be first in line for our workshop pre-order which will be available early Spring 2021.  All pre-orders will receive a 25% discount off the purchase price! Once the workshop is released, the price will go back up, so pre-order today! 

PRICE: $125

PRE-ORDER DISCOUNT:  $100 (25% savings!)

 
LIVE WORKSHOPS

FINANCIAL INDEPENDENCE WORKSHOPS

Due to COVID-19, we will evaluate in-person events on a case-by-case basis.

Did you know Winenance started off as a PowerPoint Presentation we made for our girlfriends to help teach them what we learned about investing in our 401Ks? (See, we told you we're money nerds 🤓). We want everyone -- especially women and People of Color, to feel confident in their ability to build wealth through investing. So we offer free and paid premium virtual workshops for our community.

 

Get on the waitlist for our live Winenance Workshops!

 
COACHING

PORTFOLIO REVIEW SESSION

Ready to setup or rebalance your 401K or IRA, but don't know where to start? Our one-on-one consultation sessions will provide you with personalized guidance and support in navigating your retirement portfolio and investment options. We'll walk you through, step-by-step, and help you understand your options so that you can reach your financial goals.

If you are interested in scheduling a consultation, we offer two packages:

  • Basic Consultation: One hour – $250

  • Comprehensive Consultation: Two hours – $475 ($25 Savings)

    • Can be structured as two one-hour sessions or as a single two hour session.

The Comprehensive package provides the best value for those who want to discuss more complex issues related their current financial situation.

 

Both consultation packages include:

  • Assessing your current financial picture

  • Making sure you’re on the right path and setting the right goals

  • Identify issues and hurdles so you can solve them now

Determine how you may be able to maximize your benefits and investment options

If you are interested in a consulting session with us, contact us here. Be sure to include the package that best suits your needs, as well as more information about yourself and your financial goals. We would like to get an idea of your current financial picture, so we can understand where you're starting from. Here are a few questions you can consider:

  • Does your employer offer a retirement plan (e.g. 401(k), 403(b), 457(b), etc…)?

  • What type of retirement and/or investment accounts do you currently have (if any)?

  • Do you have an emergency fund?

  • Is all of your savings in cash (i.e. in a bank account)?

  • Do you feel you have control over your debt, or does it weigh on you?

  • Do you have any high interest debt (e.g. 5% or more interest rate)?

 

Get Money & Investing Tips Every Week!

Disclaimer: We are not licensed financial advisors. We share our personal investment philosophy based on our research and what has worked well for us. There is always some risk with any form of investing, and we cannot guarantee you will be successful with saving, earning, or making money; nor can we guarantee you will not incur any losses. We encourage you to do your own research, and perhaps seek the advice of a licensed financial advisor if necessary.

©2021 by Winenance FI

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