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THE RICH GIRL
PORTFOLIO

A 3-Month Mentorship to Help You Start Investing, Build Real Wealth and Step Into Your Rich Girl Era!

3 MONTH PROGRAM

Let’s be honest—no one taught you this stuff.

You were told to save your money. Maybe open a TFSA. Contribute to your RRSP? If you’re in the US, maybe it was an IRA or a 401(k). In the UK? An ISA. But no one showed you how to actually build wealth. But no one actually showed you what to do with those accounts.

No one explained how to choose investments inside them. No one broke down the difference between an index fund and a stock. No one taught you how to turn your income into assets that grow while you sleep.

Instead, you were told:

“Be grateful.”

“Be careful.”

“Don’t take risks.”

But what if not investing is the biggest risk of all?

Your money is losing value every single day to inflation… while rich men continue to dominate the market.

It’s time to flip the script.

BOOK A DISCOVERY CALL

What is the Rich Girl Portfolio Program?

In short, it's your permission slip to become that girl.

The Rich Girl Portfolio is a 3-month investing mentorship for women ready to break generational patterns, learn how to confidently invest, and build a portfolio that aligns with their goals.

This is where financial literacy meets feminine power.

Inside this private mentorship, we’ll simplify the numbers, eliminate the guesswork, and show you exactly how to build your first (or next) portfolio—step by step.

The Rich Girl Portfolio

$3,000 INVESTMENT | APPLICATION BASIS ONLY | UP TO THREE 1HR SESSIONS OVER 3 MONTHS

Inside this private mentorship, we’ll simplify the numbers, eliminate the guesswork, and show you exactly how to build your first (or next) portfolio—step by step.

Month 1

WEALTH MAPPING

Foundation. Clarity. Structure.

CASHFLOW DEEP DIVE:

Analyze your cashflow and spending patterns
Create a personalized financial plan based on your goals
Choose the right accounts for YOU (TFSA, RRSP, FHSA, RESP, 401K, IRA, ISA etc.)

BUILD YOUR WEALTH MAP:

Create a custom financial roadmap
Clarify short- and long-term goals
Track your net worth and savings-to-income ratio

OPEN THE RIGHT ACCOUNTS (Country-Specific):

Canada: TFSA, RRSP, FHSA, RESP, RDSP
USA: Roth IRA, Traditional IRA, 401(k), HSA
UK: ISA, Lifetime ISA, SIPP
Understand contribution limits, tax benefits & withdrawal rules

Month 2

THE ORGANIZED MONEY PLAN

Structure. Simplicity. Sanity.

TAX-ADVANTAGED STRATEGY:

Learn how to legally reduce your tax bill
Grow your money in tax-deferred or tax-free accounts

LEARN THE FUNDAMENTALS OF INVESTING:

Understand ETFs, stocks, REITs, mutual funds & bonds
Define your risk tolerance + time horizon
Explore active vs. passive investing

OPEN YOUR INVESTMENT ACCOUNTS:

Guided step-by-step setup
Open your investment accounts with confidence
Learn which platform works best for you (Wealthsimple, Questrade, Fidelity, Vanguard, etc.)