The Portfolio Builder Project
Do you want to create a diversified investment plan with done for you model portfolios?
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
Create your investment strategy and your very own model portfolio
How marriage impact your portfolio and your retirement goals
Understanding your risk tolerance and the role of diversification
You will be able to see mathematically how advisors can eat away at your wealth
Understand the different types of investments, and how each one fits into your wealth-building strategy
Step-by-step walkthrough of different brokerage accounts
Create your investment strategy and your very own model portfolio
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
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.
Hi, I' m Tanya Taylor
CPA, MBA
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!
The Portfolio Builder Project
USD $2,497
Actual Price - USD $3,997
- This is a secure 128-bit SSL encrypted payment
- You will have to be logged in to complete the purchase.
The Wealth Trifecta
Pay Fully at Once-$1,997
Regular Price -$2,997
$1,100/ 2 Monthly Installments
This foundational program provides you with all the basics that you will need to jumpstart your personal financial journey. Here you will learn
- How to create a wealthy mindset
- The fundamentals of personal finance
- Creating a budget you love
- Improving your credit
- Managing your bad debt
- Access to private Facebook Group
- 2x monthly live Q&A calls
- Submit a question every week
The Grow Your Wealth Inner Circle
Pay Fully at Once-$3,997
Regular Price -$5,997
$2,200/ 2 Monthly Installments
In this membership, you have mastered the foundations of The Wealth Trifecta, and it is time to being to grow your wealth 10x.
- Everything in The Wealth Trifecta
- How to invest in the stock market
- How to start and fund a businesses
- How to turn your hobby into a business
- How to purchase a home
- Bonus Car Buying & Vacation Courses
- Access to private Facebook Group
- 2x monthly live Q&A calls
- Submit a question every week
The WealthBuilders Circle Accelerator
By Application
Only
This VIP financial coaching program is by application only. It will accelerate your growth from the start by taking all the guesswork out of your journey to financial freedom. You will learn to invest and protect your wealth.
- Everything in The Grow Your Wealth Inner Circle
- Build your own personal wealth roadmap
- Protect your wealth through risk management and tax planning
- Children & finances
- Access to private Facebook Group
- Weekly small group coaching
- Milestone one-on-one sessions
