"I had five different retirement accounts from my previous employers. It's been a mess for over a decade. It was wonderful to get organized and find out what was really happening with my money."
- Lance M.
"I didn't realize how many negative thoughts about money I had. I have been sabotaging myself for years. After going through the exercises, I was able to get rid of my money monster, which was holding me back. I deserve to be wealthy and have a secure retirement! "
- Yolanda B.
"I was always confused by the different types of retirement accounts out there. After reading the "Retirement Accounts Revealed" portion of the library, I finally get them. I now know the right questions to ask with my 401k to better understand how they work for me. Hopefully, I will continue to invest better!"
- Regina A.
As a professional trader, I know how overwhelming and intimidating it can be.
I made every trading mistake when I started out - I entered the wrong order, sold too early/late, lost money, etc. With my own painful struggles in mind, I founded Financial Coaching Institute. I created Step-by-Step directions to teach beginners how to start trading quickly without all the expensive mistakes!
I take a unique approach - I write the steps in the format of a Trading Recipe. I first explain how to find the best "Market Ingredients" and then provide simple, yet detailed instructions to get you cookin' in the market.
"I was shocked to learn how easy it was to figure out how my retirement account funds were actually doing. No one ever teaches you this stuff! I used to not open my statements sometimes because reading them was like reading sanskrit to me. Thanks to the Toolbox for teaching me how - I feel so empowered!"
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What are you investing for?
Use our Savvy Investor's Toolbox to find out all the reasons why you want to invest. It's all about finding out what you want your money to do for you!
Get Your Investments Organized!
Learn how to organize your investments with our step-by-step process. When you use our organizing techniques, you can start to get control of your money.
Figure out your Rate of Return!
Use the worksheets to calculate your win rate or rate of return. We believe it is important to always know how well your investments are doing.
Financial Coaching Institute's The Savvy Investor's Toolbox is jam packed with tools and resources to help you streamline your investments.
This robust library is a digital product, and you will not receive a physical product. You can print out the entire digital file - to include the worksheets - so you can print only the pages you want!
In The Savvy Investor's Toolbox you'll discover:
This is not a book or physical toolbox, it is a comprehensive system for better understanding your investments. Please keep in mind that all materials are delivered digitally in PDF format.
At this time our Toolbox is only available in digital PDF format. You can print the entire bundle and have it bound or keep it in a 3-ring binder, or you can print just the pages and worksheets you need.
The Savvy Investor's Toolbox will be delivered digitally, via the email address you provide at checkout. It should arrive within 5-15 minute of your purchase.
The Toolbox is for an investor who feels like they could be doing better. Whether you want to get your money under control so you can stop stressing about it, or you've felt like your investments have been mismanaged or neglected, this Toolbox can help!
The practical tips and actionable steps are applicable whether you're a new investor or have years of experience investing in retirement accounts.
To complete the exercises and worksheets, you just need to be able to do basic math - addition, subtraction, multiplication, and division. Just grab a calculator. Whew! Feel better already?
Your Toolbox is divided into 5 sections. There are exercises and worksheets for each topic. The final section explains how you can set up a "Paper" or pretend brokerage account. You can practice buying a stock without risking real money!
The Savvy Investor's Toolbox includes more than $180 in resources. Depending on how much you trade and invest, many clients find it can mean thousands in savings and profits!
As a part of this special limited time offer, you can grab it for just $29. It's a great value, and one you definitely don't want to miss!
Since we sell digital educational and informational products, we do not have a return process. We have taught thousands of clients these tips and tricks, and feel confident that you will learn invaluable information.
"I was SO excited to learn simple ways to be a better investor. I have always been intimidated by the stock market and was afraid I would have to learn WAY TOO MUCH to even begin to understand it. I don't like math or have a degree in finance, but I understand Ashley's explanations."
- Vanessa T.
"I wanted a six figure retirement from my investments. I gladly just paid A LOT in taxes because I followed Ashley's course recipes and achieved my goal in 13 months. Friends told me it was too hard or I really could not make that much - they were wrong! Client for LIFE here! Thank you from the bottom of my heart."
- Ann N.
Investing involves risk. There is always the potential of losing money when you invest in securities.