Why Join This Intimate Cohort Program?

4 in 10 Women Won’t Retire Until Age 70—If At All. It's time to own your financial potential.

  • Develop Your Big Picture

    Develop a visual understanding of your financial profile

  • Discover Your Opportunities

    Learn how to create opportunities to increase 5-figure level savings

  • Uncover Your Potential Assets

    Learn strategies to potentially increase retirement income or assets, in some cases by over $100K

Welcome, I Am Your Financial Guide

Let Your Journey Begin

Hi, I'm Michelle Gordon, Founder & CEO of Investably LLC. A STEVIE Award-winner, NYU alum, financial professional with over 15 years of experience, and the founder of Investably LLC. My mission is to help hard-working women to have an impactful, enjoyable life while making financial decisions that support their lifestyles and needs. Additionally, as a working mother, entrepreneur, wife, and daughter, I understand the unique challenges that busy women face and our competing priorities, and more often our needs get pushed to the back burner. Investably is a unique women-minority-owned registered investment advisory boutique--one of a few in the country. We specialize in helping high-achieving women feel empowered and confident about their money by making it work for them, using it to live their best life, and building generational wealth for their loved ones to enjoy. We provide independent, personalized, holistic advice for wealth building, protection, and transfer. I realize I can’t help everyone on an individual basis, so I created this 8-week cohort-based program as a way to help as many women as possible to go from feeling financial insecurity to feeling financially confident in their understanding of their current picture and the steps they can take to create a better financial future to live their best life. It is my biggest hope to make a meaningful impact in my people's lives.
Your Instructor

Why Feeling Financially Secure Matters

How Women May Be Impacted Financially

  • Wealth Gap

    Women experience a wealth gap as a result of making 80 cents for every dollar a man makes (even less for women of color) and generally lose $16K a year due to time off work for caregiving.

  • More Debt

    Women generally have more student loan debt, nearly two-thirds of the outstanding student debt in the US

  • Living Longer

    Women risk outliving assets due to longer life expectancy with an average of 81.1 years versus 76.1 for men.

Discover your potential starting today

Reserve your seat today

Women meditating on the beach

Course curriculum

    1. Welcome

    2. Before we begin...

    3. How to use this course

    4. Meet Michelle

    5. Women & Wealth: Why It Matters

    6. VIDEO: What Will Your Purpose Be?

    7. Resources for Next Steps

    8. Live Group [Via Zoom]

    1. OVERVIEW: Intention

    2. Message: Intention

    3. ACTION: Define Your Vision & Your Why

    4. ASSESS: What Are Your Top 3-4 Goals

    5. QUIZ: Testing your knowledge

    6. REFLECTION on Intention

    7. Live Group [Via Zoom]

    1. OVERVIEW: Needs

    2. MESSAGE: Needs

    3. ACTION: Develop An Understanding of Your Current Financial Profile

    4. ASSESS: Financial Stability Fire Drill

    5. QUIZ: Testing your knowledge

    6. REFLECTION on Needs

    7. Live Group [Via Zoom]

    1. OVERVIEW: Clarity

    2. MESSAGE: Clarity

    3. ACTION: Discover what your path to financial fulfillment currently looks like

    4. ASSESS: What Is Your Relationship With Money?

    5. QUIZ: Testing your knowledge

    6. REFLECTION on Clarity

    7. Live Group [Via Zoom]

    1. OVERVIEW: Optimize

    2. MESSAGE: Optimize

    3. ACTION: Select Your Top 3-4 Goals

    4. LEARN: Tax-Advantaged Account Types

    5. LEARN: Income Planning for Retirement

    6. LEARN: Putting My Affairs In Order

    7. LEARN: What-Why-and-How-of-Investing

    8. QUIZ: Testing your knowledge

    9. REFLECTION on Optimize

    10. Live Group [Via Zoom]

    1. OVERVIEW: Manifest

    2. Manifest

    3. ACTION: Align Action Steps for Each Financial/Life Goal

    4. ASSESS: Schedule Your VIP 1-on-1 Session

    5. REFLECTION on Manifest

    6. Live Group [Via Zoom]

About this course

  • 65 lessons
  • 1 hour of video content

Benefits

Resources to support your financial journey

  • Live Weekly Sessions capped at 25 people

  • 20+ hours of self-paced on-demand content of financial guidance and education

  • 20 Decision-oriented Flowcharts & Checklists

Pricing options

Enjoy $200 discount for one-time payment.

Bonus material

Specially curated resources for program attendees

  • VIP One-on-One Plan Review

    $1,250 value

    You will receive a one-on-one plan review with Investment Advisor to address questions and provide guidance as needed.

  • Access to Financial Dashboard

    $750 value

    Access to financial dashboard allowing you to obtain a one-page financial snapshot, plus the ability to review your financial vitals that may support big decisions.

  • Exclusive $250 Discount towards Personalized Tax Profile Snapshot

    $449 value ($249 with discount applied)

    Exclusive discount offered to receive an optional Personalized Tax Profile Snapshot. *Additional cost of $249 (after $250 discount is applied).

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Each intimate cohort is limited to 25

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FAQ

  • Do I need to know to be familiar with investments?

    No - You will learn about general investment principles and financial concepts within the program. However, note that you do need to be comfortable with using technology. The program is interactive and will make use of technology to help with your personal assessments and in creating your financial plan.

  • What is a Financial Plan?

    A financial plan is your blueprint for the actions necessary to take to help you go from your present to your desired life. A clear action plan keeps you accountable and provides direction to your financial journey. More importantly, it may help you uncover key strategies to implement that can potentially be a meaningful financial impact on your life.

  • Do I need to make a minimum amount of income?

    No - This 6-step Retirement I.N.C.O.M.E. program will guide you through creating your own personalized financial plan for the life you desire to have whether you make $50,000 or $250,000.

  • Why are the cohorts limited 25 people?

    While most of the program is on-demand such as educational videos, assessments, and reading materials, there is a live weekly group session designed to be an intimate supportive environment to share challenges, questions, and experiences with this financial journey.

Cohorts Available [Limited to 25 seats]

Choose your cohort per scheduled live weekly zoom session [select one]

  • Tuesdays 11am ET

    Live weekly ZOOM session

  • Tuesdays 1pm ET

    Live weekly ZOOM session

  • Wednesdays 2pm ET

    Live weekly ZOOM session

Confidently Be Able to Answer These Questions

Our interactive and engaging cohort-based program is designed to help you gain practical knowledge so you can make an impact on your financial well-being.

  • Are You Using Your Income Wisely?

  • Do You Have The Right Mix of Assets?

  • Are You Taking The Right Amount of Risk?

  • How Much Wealth Do You Need To Make Work Optional?

Discover your potential, starting today.

Each cohort is limited to 25 people.

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