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online educational course

A clarity-building, confidence-boosting course designed to take you from overwhelmed and stuck to excited about having a plan for your financial future and finally checking "start investing" off your to-do list!

Investing Made Easy

JOIN THE WAITLIST

not so fast...

If you're like many of my clients, you want to invest, but there are so many roadblocks standing in your way, like:

→A LIMITED BUDGET

Nothing feels less like wealth than a tight budget and more money than month. Trust me. I remember that feeling. And that's why my course will show you how to quickly find money to start investing, even when your budget is limited (and no, I'm not going to tell you to get a second job). 

→The overwhelming amount of informatioN

Guess what? Many big companies intentionally try to overwhelm you with details that leave you feeling paralyzed. Why? Because it forces you to have to pay for help just to get started. That's wrong and unnecessary, so I'll show you how to pay attention to what matters and leave the overwhelm behind.

→The endless options

Stocks, 401ks, IRAs… The list goes on and on. Should you be investing in all of them? None of them? It depends who you ask, right? The truth is, beginning to invest today is THE most important thing you can do to start building wealth. I'll help you understand investment options so you can bypass this roadblock and focus on what matters, getting started

→YOUR Current financial situation

Have some debt you need to tackle? Does your income change on a month-to-month basis? Are things pretty tight? Some financial advisors will tell you to come back when you have things figured out (or a certain net worth). But that can put you further behind. I have tools to help you start making progress regardless of your current financial situation!

I get it. The infinite investment options and professionals (each with different advice) can make it impossible to know what to do or who to trust.
 
 And even if you do take a step, it's easy to get lost in the account options and fee structures. Because of that, many of my clients put this off for another month… Or year…
 
But here's the problem. Each day you don't get started, you lose the opportunity to gain compound interest, growth, and control of your future! In addition, money uninvested is losing purchasing power due to inflation. By not investing, you’re almost guaranteeing a loss every year.

If you're ready to get the clarity you need to finally cross "start investing" off the to-do list, you're ready for my Investing Made Easy course!

Don't let the fear of the unknown hold you back.

What's the Worst That Can Happen?

I don't want to lose any more time!

Unlike traditional investment courses, I've designed every aspect to be fun and interactive.  We're talking step-by-step help that eliminates the need for endless analysis. Get the information you need - nothing else.

Investing Made Easy

this course is for you if:

→ You're tired of feeling overwhelmed with investment terminology and options.

→ You want to build a better financial picture with more freedom in the future and guilt-free spending in the present.

→ You feel like you're behind and don't have enough to show for all the hard work

→ You're embarrassed or feel shame when talking about your financials, and you are sick and tired of it. 

When my husband and I were still dating, we talked about our financials. And when it was my turn to share, I was so embarrassed. 

I was working for a big financial firm, but I didn't understand how to invest yet, and I had a negative net worth of $50k! I was surrounded by clients with hundreds of thousands of dollars in their investments (at a minimum), and here I was, getting further and further behind every year.

I began learning more about the options and back-tested funds over and over. Then I started to invest some of my own money. I didn't do everything perfectly, and I made some costly mistakes. 

But over time, I learned how to save money, choose the right options, and build a plan that would create a passive income for myself and my family. And I went from a negative $50k net worth to hundreds of thousands of dollars in the bank - just like my old clients.

I spent seven months condensing what I know into this course so that you can do the exact same thing in a tiny fraction of the time. 

Say goodbye to embarrassment and hello to the joy and freedom that come from taking control of your financial future and creating a life with more options (a lot more)!

How do I know what you're feeling? 

I am ready to start my investment story!

Talk about shame.
i knew something had to change.

We're talking...

Passive income that covers weekend brunches, dream vacations, and more.

→  A done-for-you plan that empowers you to create the best future for yourself and your loved ones.

Strategy that allows you to spend guilt-free today (without sacrificing anything from tomorrow).

Because I have been exactly where you are. 

Maggie has a real passion to help others learn to invest, it's apparent in the energy she brings to her videos, emails & meetings.

- SUMITA, VIRGINIA

I’d definitely recommend the course. It takes the pressure off figuring out SO many things all by yourself and it definitely shortens the learning curve by 50% at least!

- ILeana, Switzerland

I would absolutely recommend taking this course. It makes it very easy for a beginner to understand and gives accurate information about where to begin.

- carol, texas

Getting Started: Setting Expectations and Overcoming Fears

1. How Investing Works and the Magic of Compounding 
2. The Fear of Losing Money and Emotional Investing
3. Setting your Investing Goals and Budget
4. Terms to Help your Understanding

Investment Options

5. The Building Blocks: Stocks and Bonds 
6. Index Fund vs. Mutual Fund vs. Exchange Traded Fund
7. Researching Stocks
8. Researching Funds
9. Understanding Fees and Taxes

Account Options

10. Brokerage Account vs. Retirement Account
11. Individual Retirement Account (IRA), Traditional, Roth, Rollover
12. Traditional 401k vs. Roth 401k and other Company retirement plans
13. Selecting and opening your accounts

Creating Your Investment Portfolio

14. Build your own portfolio, hire a Financial Advisor, or use a Robo?
15. Find your investing "comfort zone" ie your asset allocation
16. Selecting and Buying your Investments
17. Robo Advisor Tutorial
18. Reviewing your Investments and Making Changes

what's inside?

Establishing Your Financial Future 

Plus, bonuses....

 the Financial Workbook

Choosing your 401k or other work retirement investments

How to rollover your old 401k/company retirement plan

Passive income and FIRE planning

An inside look into our portfolio

how to increase your income

529 College Savings Planning mini-course

Investing Made Easy

Inside this course, you'll find EVERYTHING you need to go from an overwhelmed non-investor - to a confident, money-growing master with a financial plan for your future!

Here's a sneak peek at the topics we'll cover:

that you'd pay hundreds for with a "traditional" financial advisor that is more focused on getting paid than making you rich!

If you're ready to dive in and start the course, let's go. My step-by-step tutorials are packed with everything you need!

Just the Course Please

Option 1

If you know that accountability will help you follow through with the steps (and unlock the overwhelm that's keeping you stuck), this option is for you!

The Course + Accountability

Option 2

If your circumstances are unique, or you just want an expert to walk alongside you to answer questions and help you break through the roadblocks that have been holding you back, VIP is where it's at!

The Course + VIP Level Support

Option 3

→ 18 video presentations with step-by-step tutorials that take you through every step to start investing.

→ 6 live "office hours" sessions to answer specific questions and gain clarity on any topics you choose.

→ Several bonuses to help with your overall financial success!

what's included:

In addition to the 18 video sessions, six "office hours" sessions, and bonuses, you'll get:

→ Small group accountability. You'll be partnered with 1-2 people in a similar life phase and have weekly calls with them to ensure you stay on track with the course lessons and take action to get invested. 

→ This group will have an additional 30 min weekly check-in call with me. I’ll review your work from the course, make sure you and your accountability partner were able to meet, and offer any additional customized support needed.

what's included:

Includes everything in the first two options, plus: 

Three individual calls with me to gain support and guidance tailored to your situation and needs. These can be scheduled while the course is ongoing or anytime for the three months following the end of the cohort.

what's included:

joiN THE WAITLIST

join the wailist

join the waitlist

choose your path!

Course Options

If you know you want to become a confident investor in control of your finances, let's talk options. 

No matter what option you choose, you'll be able to break through the roadblocks that are keeping you stuck and move towards an amazing financial future where you're in control! 

Here's What Isn't Included (In Case You Were Wondering):

Impractical examples with unrealistic investments or returns.

Unnecessary information about P.E. Ratios, derivatives, futures, etc.

→ Judgment or criticism about your financial situation or past history.

This was created specifically for those of you who:

Still Wondering If Investing Made Easy Is For You? I've got you.

I am ready to Invest with ease!

It isn't the best fit if this sounds more like you:

→ Have your high-interest debt paid off (or nearly paid off).

→ Have an emergency fund saved up (or close to saved up).

Know you should be investing but have been avoiding it (you know who you are friend).

→ Are ready to take action and get invested for your future but have been nervous or overwhelmed to get started. I've been there.

→ Are already invested in a company retirement plan but don’t understand it and/or want to do more for your future



→ You’re looking for a get rich quick method

→ You’re interested in day trading.

You’re swamped with credit card debt and have no savings. Unless you want to start learning while you continue to focus on improving your finances.

I was in Maggie's first round of students. I joined because I had heard about the benefits of investing, but kept thinking it was too risky or that I had to spend all day looking at the stock market. Thanks to what Maggie teaches in the course, now I know it’s not risky if you have a plan & know what you’re doing.

One year later, I have found a sustainable investment strategy & I’ve even hired Maggie for her financial planning sessions because I think she’s an awesome teacher— super knowledgeable but still relatable.

This course has been one of the best investments I’ve made online— no doubt.

"I’ve missed out on so much money because I spent my last 10 years saving money when I could have been investing. I didn’t know exactly how much that was until this course.

- Andrea valeria, MEXICo

Great question! I've worked in finance for over ten years and one on one with clients as a licensed Financial Advisor and Stockbroker for over six. I held the Finra Series 66 and 7 licenses. I'm currently a Certified Financial Planner™. One in four financial advisors holds this designation, and only 6% are female!

Plus, I love helping people gain control of their financial life by explaining investing in a way I wish I had learned! 

Who is Maggie?

What makes me uniquely qualified to teach you how to invest?

"I was always fearful of losing my hard-earned money, but since joining this course, thru Maggie, I have learned that’s the way the stock market performs.

Everything in this course is thoroughly explained in simple terms. Maggie really takes her time to make sure everything she teaches is understood and she leaves lots of room for questions. Maggie listens and offers sound advice. I feel a lot more confident and secure in my investing plans moving forward."

Here's what past students are saying...

-JUDY, NEw jersey

"Prior to joining the course, I didn’t know the first steps to take or understand the differences between things (all those confusing investing terms/concepts!)

It was so wonderful to have a guide to kick off the investment journey, from getting a basic understanding of all the concepts to seeing actual investments and how to replicate them myself. This was so helpful and cleared up a bunch of investment-related things I was unsure about. I really feel like I can start investing now and make more informed decisions."


- ILENE, FLORIDA

"Dedicating the time to learning and not trusting myself to understand everything when I'm not an expert and fairly clueless overall kept me from finding help prior to now.

I would recommend Investing Made Easy! Your course made the entire process seem less scary and your expertise and dedication to breaking it down into bite-sized chunks was much appreciated.

Loved all the bonus sessions as well and really felt like I got a lot out of this course to execute on my investment plan ASAP!

- sasha, FLORIDA

"Overcoming the fear of losing money and the unknown was my main concern prior to joining Investing Made Easy. I didn’t seek help prior to now because I was worried about suits speaking over my head “telling” more than advising and not being heard.

I would definitely recommend Maggie’s Course, she speaks to our individual knowledge level. She covers the basics and provides the actual tools needed to get invested. She made it easy for me to transition into my retirement portfolio and offers ongoing support needed in the future."


-DARYL, GEORGIA

“Overwhelming and sometimes conflicting information from books, YouTube videos, podcasts, tv shows, or other people's advice, kept me from seeking help in the past.

I would absolutely recommend taking this course. It makes it very easy for a beginner to understand and gives accurate information about where to begin.

I really enjoyed the course and was able to begin using a robo advisor, which I didn’t know existed before taking the course."

-carol, Texas

"I’d definitely recommend the course. It takes the pressure off figuring out SO many things all by yourself and it definitely shortens the learning curve by 50% at least!

After the course, I realized I was over-complicating things when it comes to what I wanted to do money-wise. Maggie made it very practical and actionable for me. 

If it wasn’t for my individual call with Maggie, along with the course, I probably wouldn't have had the patience and the motivation to actually dig into all of these financial details and set things up for the future.

- ILEana, switzerland

"I would TOTALLY recommend this to someone who is new to managing finances or young adults who are just starting jobs.

The reason being its well structured and easy to follow and learn. Maggie is very supportive and has group sessions to answer questions. She shares practical tips on how to research stocks along with a lot of other reference tools.

Maggie has a real passion to help others learn to invest, it's apparent in the energy she brings to her videos, 

- sumita, virginia

“Prior to joining Maggie’s course, I felt frustrated by not understanding the basics including what to invest in. I was overwhelmed with all the info out there.

I would absolutely recommend Investing Made Easy as Maggie makes it easy to understand and follow. I have a better grasp now. She’s also helpful answering questions! I loved the course!

I hope people take advantage of this course and start investing. I wish I would have started sooner."

- susan, florida

Here's what past students are saying...

"I was always fearful of losing my hard-earned money, but since joining this course, thru Maggie, I have learned that’s the way the stock market performs.

Everything in this course is thoroughly explained in simple terms. Maggie really takes her time to make sure everything she teaches is understood and she leaves lots of room for questions. Maggie listens and offers sound advice. I feel a lot more confident and secure in my investing plans moving forward."

-JUDY, NEw jersey

"Prior to joining the course, I didn’t know the first steps to take or understand the differences between things (all those confusing investing terms/concepts!)

It was so wonderful to have a guide to kick off the investment journey, from getting a basic understanding of all the concepts to seeing actual investments and how to replicate them myself. This was so helpful and cleared up a bunch of investment-related things I was unsure about. I really feel like I can start investing now and make more informed decisions."


- ILENE, FLORIDA

"Prior to joining, I didn’t understand the best ways to invest and what stock options are right for me.

The course made the entire process seem less scary and your expertise and dedication to breaking it down into bite-sized chunks was much appreciated.

Loved all the bonus sessions as well and really felt like I got a lot out of this course to execute on my investment plan ASAP!

- SASHA, FLORIDA

"Overcoming the fear of losing money and the unknown was my main concern prior to joining Investing Made Easy. I didn’t seek help prior to now because I was worried about suits speaking over my head “telling” more than advising and not being heard.

I would definitely recommend Maggie’s Course, she speaks to our individual knowledge level. She covers the basics and provides the actual tools needed to get invested. She made it easy for me to transition into my retirement portfolio and offers ongoing support needed in the future."


-DARYL, GEORGIA

“Overwhelming and sometimes conflicting information from books, YouTube videos, podcasts, tv shows, or other people's advice, kept me from seeking help in the past.

I would absolutely recommend taking this course. It makes it very easy for a beginner to understand and gives accurate information about where to begin.

I really enjoyed the course and was able to begin using a robo advisor, which I didn’t know existed before taking the course."

- carol, texas

"I’d definitely recommend the course. It takes the pressure off figuring out SO many things all by yourself and it definitely shortens the learning curve by 50% at least!

After the course, I realized I was over-complicating things when it comes to what I wanted to do money-wise. Maggie made it very practical and actionable for me. 

If it wasn't for our 1:1 bonus call (along with the course) I probably wouldn't have had the patience and the motivation to actually dig into all of these financial details and set things up for the future.

- ileana, switzerland

"I would TOTALLY recommend this to someone who is new to managing finances or young adults who are just starting jobs.

The reason being its well structured and easy to follow and learn. Maggie is very supportive and has group sessions to answer questions. She shares practical tips on how to research stocks along with a lot of other reference tools.

Maggie has a real passion to help others learn to invest, it's apparent in the energy she brings to her videos, 

- sumita, virginia

“Prior to joining Maggie’s course, I felt frustrated by not understanding the basics including what to invest in. I was overwhelmed with all the info out there.

I would absolutely recommend Investing Made Easy as Maggie makes it easy to understand and follow. I have a better grasp now. She’s also helpful answering questions! I loved the course!

I hope people take advantage of this course and start investing. I wish I would have started sooner."

- susan, florida

Frequently Asked Questions

How long do I get access to this course?

Life time access! 
As long as this course is in existence (which should be for many years to come!) you’ll have access!

do i need a lot of money to start investing?

It’s best if you have your high interest debt paid off and an emergency fund saved. After that, $1,000 or even $100 can get you going with a portfolio that you can add to over time!

what if i live outside the united states?

The overall investing concepts and principles taught will apply globally. There are likely to be different names and rules for various account types, so it'll take a little research to find the account options available for you. 

Investing firms used as examples in the course tutorials may not be available outside of the U.S. We'll offer support to help you find access to an investment firm based on your location. 

Click here for a resource to help you find an investing firm. Email maggie@moneywithmaggie.com if you have further questions/concerns of if you’d like to share your country with me, we can help!

Email maggie@moneywithmaggie.com if you have further questions/concerns of if you’d like to share your country with me, we can help!

what if i have a ton of debt?

If you’d like to get started with LEARNING to invest and build your confidence. This course may not be for you if your priority is to pay off your debt. However, if you’d like to get started with LEARNING to invest and build your confidence, this course will still be useful for you. And when you’re finally ready, you’ll still have access to this course and you can start right away!

I learn best when I’m held accountable and get access to support and community. Does that exist in this program?

We’ve made sure to create packages that are meet everyone’s needs. If you’re looking for accountability, the second option will have weekly group calls and group accountability!