The Portfolio Builder Project

Do you want to create a diversified investment plan with done for you model portfolios?

The Portfolio Builder Project

The Portfolio Builder Project is an in-depth course which incorporates all the different assets classes into one portfolio. You will be able to confidently create your own portfolio, based on your risk tolerance and long term goals. You will have hundreds of pre-screened investments as well as all the tools to research and select your own investments.

Here is a synopsis of what you can expect

The ten steps to building your wealth-building portfolio.
How marriage impact your portfolio and your retirement goals.
You will be able to see mathematically how advisors can eat away at your wealth.
Step-by-step walkthrough of different brokerage accounts.
Gain in-depth knowledge of the funds in your retirement plans and how to ensure that you are choosing the funds with the highest return and lowest costs.
Create your investment strategy and your very own model portfolio.
Understanding your risk tolerance and the role of diversification.
Understand the different types of investments, and how each one fits into your wealth-building strategy.
Create your investment strategy and your very own model portfolio.

Tanya Taylor

Hi, I' m Tanya Taylor

My Mission is to equip women and families in marginalized communities with the tools to manage bad debt, create wealth, enjoy life and leave a legacy for generations.

There is no straight path to wealth. Everyone’s journey is individualized and so is everyone’s wealth roadmap!

Bonuses

01

The Data Gathering Questionnaire which is a first step in identifying where you are today and how we can map out where you want to be.

02

Plug and play model portfolio with hundreds to investment options to begin building your own personalized portfolio.

03

The “Retirement My Way” calculator which provides the mathematical calculator of how to achieve your financial freedom goal.

04

Guide to tax advantaged and other retirement accounts.

05

The Investment Allocation Hierarchy which guides you as an investor about the diversification that you should have in your portfolio.

06

Risk tolerance questionnaire to identify what types of investments are best suited for you.

Facebook Community

Achieving your goal is our #1 priority, therefore having a 24/7 community with like minded individuals to strategize and support each other will help stay motivated and get to your goals quicker.

Bi-weekly Live Q&A

Every two weeks, we hold a live Q&A session to answer all your questions. You will always have access to a recording of each session.