Everything you need to create your richest life
Stuck in a state of money guilt and overwhelm?
Let's get your financial life in order the right way.
The Investment Accelerator Wealth Circle will give you a step-by-step roadmap to start and build your personal wealth plan. Stop going in circles and get a clear action plan for your money, so that you can start to achieve what you know you’re capable of.ENROLL NOW
Does this sound like you?
You feel stuck and you don’t know how to move forward.
You’ve tried to manage your money on your own but always feel like you can’t make real progress and slip back into old habits, feeling broke and never able to invest.
You wonder if investing is right for you.
You know you should be investing, but you become overwhelmed by the jargon and just don't "get it". Maybe you started to invest, but question your choices because you’re not sure if what you're doing is right.
You want a system that will work for your lifestyle today…and help you invest for the future.
You wish someone would just give you a solution for how to manage your money and invest so you can get organized and stop worrying about it.
You can’t seem to get into a consistent routine with your money.
You don’t know how to prioritize your money each month or how much you should be investing.
HERE'S ONE OF THE PROBLEMS:
What if you've never been shown how to build wealth?
It’s not your fault. Everyone learns about money in a different way, but for the most part, we’re not taught how to invest to reach our financial goals.
Let me explain.
Personal finance can be overwhelming and leave you feeling guilty about your money and thinking that you’re either not doing it right, or not doing enough.
There’s a lot of mixed messages and confusing language being used, and without guidance, you can find yourself in a state of "stuck".
The risk in this becomes investing in “hot tips” or fads, losing money, or giving up completely on your goal of building consistent wealth.
The good news is, you're not a victim, and you can take control.
Let’s consciously decide to take action together to help you confidently manage your money.
If you’re willing to do the work and make meaningful changes when it comes to your finances, this is the program for you.
There’s no time like now.ENROLL NOW
IT'S YOUR CHOICE
So, are you ready to gain confidence about your money and your future?
Imagine waking up each day feeling confident and in control of your finances. My step-by-step framework will give you a clear path to start managing your money and investing. You’ll be given the strategies and support you need to create real change and ultimately, turn your dreams into reality.
If you're ready, I’d like to invite you to….
The Investment Accelerator Wealth Circle
A group coaching program where I’ll coach you on the foundations of money management and investing so you know what to do, but also motivate and hold you accountable so that you actually do it.ENROLL NOW
You Are Ready To Take Control of Your Financial Future?
What if you knew that you could:
- Pay-off debts and invest at the same time
- Save more each month without earning more
- Learn key investment principles to build wealth
With a simple shift in your mindset and some smart money practices, you could start living the life of your dreams.
The Investment Accelerator Wealth Circle combines coaching accountability together with a proven online investment course and workbooks so you can accomplish your biggest money goals. Join a community of like-minded women who motivate and encourage one another to build wealth with confidence.
What's Included In
The Wealth Circle...
8 weeks of LIVE group coaching
Access to The Investment Accelerator Course
Proprietary workbooks and excel documents
Week 1: October 29, 2022
An introduction to the program, your wealth coach, and materials. Meet your community of women and get excited for what you will accomplish in the coming weeks.
WEEK 2: November 5, 2022
You’ll get clear on your WHY and eliminate self-doubt or guilt to start your personal finance journey:
- Use your custom financial dashboard to learn how to track your net worth and manage your cash flow.
- You'll learn how much you need to retire
- You’ll establish clear money goals and learn your personal risk profile.
WEEK 3: November 12, 2022
Lay The Foundation
Once your goals are prioritized, you'll learn how to translate them to manageable, actionable financial steps to build wealth.
- Learn the 6 key factors that can make or break your financial success and learn to apply this to your own financial plans.
- You’ll learn how to protect your wealth from inflation with practical strategies you can implement right now.
WEEK 4: November 19, 2022
Time is Money
The secret to building wealth is to stop trading your time for money.
- The best investments to make based on your age.
- The best accounts to consider to maximize tax efficiency.
- How to invest to achieve your personal money goals.
WEEK 5: November 26, 2022
Retire as soon as possible while still living a comfortable lifestyle today.
- What type of investor do you want to be?
- You'll create your own stock watchlist and learn how to analyze a stock in 2 minutes or less.
You’ll gain access to my proprietary stock fundamental worksheet to guide your stock picks.
WEEK 6: December 3, 2022
ETFs and Mutual Funds
There's more to investing than just stocks! You'll learn that there's a wide choice of investment products to pick from.
- You'll understand how fees work and how to calculate them.
- Learn the difference between investment products.
How to research the best ones for your needs.
WEEK 7: December 10, 2022
Make Your Plan
Entering week 7, you will have created a working plan for your wealth. Now it's time to bring it all together.
- Review your goals and asset allocations.
- Prioritize and share your biggest wins and what you will continue to improve on in 2023.
- Accountability matters! What's one action you can take before graduation?
WEEK 8: December 17, 2022
It's time to celebrate your success! You have the knowledge and plans in place to secure a wealthier future.
You'll get access to the annual financial health checklist to help you confidently step into your new lifestyle and start 2023 healthy and wealthy.
Everything you need to build wealth
Get the foundational tools you need to align your lifestyle today and invest for tomorrow. Let go of deprivation and create a plan that works for your money priorities so you can stop worrying about money and start living a financially fulfilled life.
When you enrol, you’ll also get access to these 3 bonuses that will support your personal finance transformation
BONUS 1 Insurance: Are you paying too much for insurance or are you under-insured?
BONUS 2 Taxes: A simple overview of what you need to know when it comes to taxes.
BONUS 3 Exclusive Community: Join an exclusive community of like-minded women for added support and accountability
The Investment Accelerator Wealth Circle Is For You If...
- Are confused about investing
- You aren’t sure if you can even retire
- You haven't been able to save money for short term goals
- You dream of living a more comfortable life
NICE TO MEET YOU
I'm Stephanie Wolfe
I’m the gal that’s going to help you transform your mindset and apply practical financial strategies so you can start to get the results you deserve.
I’ve spent 18 years in the wealth industry where I learned the money secrets that helped me achieve my own financial freedom…and I want to show you, too.
I am an Accredited Financial Counselor of Canada (AFCC) and former marketing executive, and I’m also the mother of 3 kids. I know how busy life can get, but I promise that it’s less stressful when your finances are in control.
I’ll show you how to earn more, save more, and put your money to work for you with smart investments.
"The knowledge that I gained was the most important part. Stephanie has been such a great support and I couldn't have done it without her"
"For the first time, I understand how to make money work for me and I'm no longer afraid of participating in money conversations."
"I especially appreciate all of the tools and takeaways that come with the course. I will definitely be revisiting the videos and resources as I continue to build my foundation and take steps into investing in my future."
GET STARTED TODAY!
SOLD OUT. Join the waitlist for the next session here. Enrol before October 28, 2022 for the Fall Session
90 DAY MONEY-BACK GUARANTEE
If you are not completely satisfied with the Investment Accelerator Wealth Circle Program, you can request a full refund IF you have completed the course, worksheets, and attended the group coaching sessions.
Here's What Happens When You Buy
Once you enrol in the Investment Accelerator Wealth Circle, you'll receive an email with login details to join our first Saturday morning coaching session.
Access to the Investment Accelerator course and all materials will be shared in the first call, which is recorded. Each subsequent week, the course material is released to keep you on track. Expect about 1-2 hours of videos per week.
JOIN THE COMMUNITY
The program is hosted in a private, members-only community portal where you’ll meet your group cohort of other like-minded women each week, for eight weeks.