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FAQ's

if you still have questions, hopefully this helps:


*  Will you be managing my money for me? 

No, Darling. I educate and empower YOU to do that. Truly! You’ll have the knowledge and skills to choose good debt over bad, prioritize retirement vs debt reduction, know where you’re going and how you’re going to get there, and be prepared for the unexpected. Whew! That’s a lot. I know… and I got you! 


*  I trust my Financial Planner, so could I still benefit from this program?

You have a financial planner? Great! This program will help you to ask better questions and be even more involved.  Typically, financial planners are great at retirement planning and building stock portfolios, but how about advising you on debt, taxes, wills/trusts, and real estate?  We cover all these areas too!

If you don’t have a financial planner… then after our courses, you can manage your own money, ask questions, design a more effective portfolio, and understand your risks better over the long-term. No more paying 1-8% annual fees to someone else. Be your own financial manager and keep your hard-earned money in your own pocket! 


*  Will you help me get rick quickly? 

No, sorry. As my Economics professor used to say, “There’s no such thing as a free lunch.” And there is no such thing as quick and easy money! There’s gambling, and then there’s working smart. I will teach you how to work smart, invest well, plan even better, and retire on your own terms!   The best news is, you'll probably get there faster.... Bonus!


*  What do you mean by “Holistic Wealth”? 

We so often think of “Holistic” in terms of health. For example, addressing ailments from a whole body and mind perspective can often provide a better picture of one's health and get to a place of healing faster.  (Focusing on just one symptom may hinder the healing process, since we might not see the bigger problem.)  So we apply this concept to your wealth! Instead of being like many professionals who focus on either retirement, debt reduction, or taxes, we focus on all of them and bring them into powerful alignment for maximum growth! We teach the best practices for increasing your retirement income, reducing your taxes, maximizing your spendable income, and reducing debt without killing your lifestyle. When all of these piece come together, it is explosive financial growth and amazing security.  


*  I’m not good with money… can you really teach me?

I believe that very few people are actually “good with money.” But like any skill, it can be learned. Up till now, you just didn’t know the rules of the game, nor how to play. But believe me, once you know how to play, you’ll have fun and win at it! You don’t have to be brilliant with numbers, because we have a program and method that walks you through each step and shows you how to achieve your desired outcome. Warning:  by the end of the course, you might just walk with a little swagger and provide some financial tips to friends the next time money is brought up at lunch. ;-) 


*  I just want to hire someone else to do it for me. 

That’s ok! This probably isn’t the right program for you then. This is an educational and empowerment program. We don’t sell just a fish… We actually supply the fishing pole and teach you how to fish so you’ll prosper for the rest of your life! If that isn’t what you’re looking for, that’s OK. We can still be friends. 


*  Is it better to fund retirement or pay off debt? 

That’s a great question! But not one with a one-size-fits-all easy answer. It depends on what type of debt, how much it’s costing you, and what your goals and time frame is. Suffice to say, the answer varies based on the circumstances and situation. But this program will teach you how to choose what is best for you and go confidently in the direction of your successful future.  You could also book a call directly with me if you want to just solve something quickly.  


*  I have a lot of money in my savings account because it is safe. Now I hear that might not be the best option. What do you think?

Well, I don’t give financial advice and there are no guarantees, etc, etc.... But a savings account might not be the best choice to pile a lot of cash. It does depend on your circumstances and goals tho. If you’re making a big purchase soon, then it might be a good spot! But if that money is earmarked for retirement, and your retirement date is 25 years away, it probably won't get you where you want to go in time. You’re losing money due to inflation, amongst other things. Come learn  what is “safe” and how to place your money in the best location for your specific goals. Imagine how good it will feel to know you’ve got a handle on your money and are making good decisions from here on! 


*  How can I be sure that I’ll follow through with this program?

That might be a personal question, but I understand exactly how you feel! I struggled for years finishing  different programs, even when I knew they were beneficial for me! What I found made all the difference was an accountability buddy. And that’s what we incorporate in  Chicks In Charge. Heck, you’ll be surrounded by amazing women, just like you, who also want an accountability buddy. And the more you give, the more you’ll receive. This is a welcoming, non-judgmental, supportive community and you’ll feel right at home! We provide the tools and the space to learn and grow in a loving and joyful environment, and expect everyone to do the same. 


*  What is diversification?

Most people think that buying a large cap mutual fund, a small cap fund, and some bonds makes their portfolio diversified and reduces their risk.  But I believe that isn't enough.  You will be better protected if you add in some international investments,  maybe add different currencies, and perhaps even some real estate.  If we are getting really fancy, we could even include stock options and commodities, but let's not get ahead of ourselves.  Check out the course specifically for this and you'll be glad you asked!


*  Why don’t you just manage my money for me? 

Honestly, I’ve been there and done that already. As an investment advisor, I would have clients meet with me, we would chit-chat for 45 minutes, and then I would hand them their mutual funds and forms to sign 10 minutes before the meeting was over. That was it. It was boring for me, and not very informative for them! 

One day I decided to teach other people how to align their money with their goals and save the  management fees that were eroding their money! That epiphany is what Chicks In Charge is. Money isn’t hard… it is just a skill or a set of processes that can be learned. Once you learn it, it will save you lots of money, years of headaches, and much stress.   

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