Financial IQ

For Her

by Jeanette Schneider

Money means options. Women like options.

We are also statistically proven to build communities and global economies when we have more money in hand and at our disposal.

Ready to make wise money moves?

8 weeks. 8 modules. 8 BONUS Zoom calls. 

Course begins May 3, 2021



Offer expiring in

00

days

00

hours

00

mins

00

secs

imagine if

  • You were the master of your money?
  • You used credit intentionally and paid off your credit card balances every single month?
  • You had savings stockpiled for unexpected emergencies?
  • You knew your asset allocation, risk profile and were confidently building your investment portfolio?
  • You were on track for retirement and your net worth was growing quarter over quarter?
  • You could sleep soundly knowing that your assets were secure and protected?

Women are 51% of the workforce, 85% of consumer spending, and account for 7 Trillion of investable assets, yet only 8% of investors.

Unacceptable.

After 23 years in banking and finance I want you to know what I do, build your net worth, create and protect your wealth and become the influencers the market has been waiting for.

Our time has come.

what you

get

  • A deep dive into your money story and the neuroscience hacks to use in the moment
  • The super sexy deets surrounding Time Value of Money, Compounding Interest and Dollar Cost Averaging
  • Downloadable workbooks, net worth calculators and simple budget worksheets to get you clear and on track
  • An overview of credit, how to use it intentionally, and when you concentrate on debt pay down v savings
  • Retirement options that your Future Self will thank you for implementing
  • A study in liquid v tangible assets, including investments, real estate, and those diamond earrings you love so much
  • Your give back and why your asset strategy will impact others in the future
  • Will v Trust: A masterclass
  • BONUS: Live weekly Zoom calls to answer your money questions!

the person behind the program - the person behind the program

Women can change the world with our money, ideas, and influence.

Hi, I'm Jeanette Schneider, the founder & CEO of Dear Liv, mom to Olivia, and a former Senior Vice President in the financial services industry. I managed 3B, sat on the Merrill Lynch Impact Investment Advisors Committee and prior to leaving my firm, participated in the study Women & Financial Wellness: Beyond The Bottom Line, in partnership with Merrill Lynch and Age Wave.

If there is anything I know it's money.

My goal? Your financial security. We need more women with money doing big things.

 

take
a peek
into
the
course

Module 1

Your Money Story & Concepts

Go deep into what you believe about money and learn the concepts that create wealth. This foundational module sets the tone for where you are heading.

Module 2

From Mindless to Mindful Spending & Savings

No more mindless spending or phantom savings, you'll learn neuroscience hacks, why proximity is power, and how to mindfully build your net worth.

Module 3

Budget & Net Worth

Knowledge and information builds strategy. In this module we'll dig deep into your numbers, utilize trackers and calculators, and get clear on where you are today.

Module 4

Using Credit Intentionally

From credit cards, student loans and mortgages, we'll cover debt in all its iterations, from "good" to "bad" and everywhere in between. 

Module 5

Retirement

Your Future Me is banking on *you* to get this part right. We'll discuss retirement options and how to use them effectively. 

Module 6

Calculated Risk and Investment Strategy

You can't afford to ignore the market. Full stop. We'll discuss risk awareness and the moves you can make to build for your future.

Module 7

Philanthropy & Impact

Purpose, passion and philanthropy is the theme of this module. We'll discuss true impact and how your moves can change lives. Plural.

Module 8

Wealth Planning

The most loving thing you can do for your family is plan for your passing. It may seem dark, but I promise you want to know when you should lean on a will v a trust for your loved ones, but also to protect your assets during your lifetime.

BONUS

LIVE Weekly Zoom Calls

I am building this course live, which means weekly Zoom live group coaching calls to answer your questions!

client stories

Jeanette has provided sage wisdom with humor on everything from building a business, to self care and financial guidance. I cannot imagine building a new business or going through life without her! 

Alexis Michaud Attorney & Realtor

Jeanette is the best mentor and guide in all things habit forming, money, and women. I heard her podcast and reached out in the hopes of connecting to someone with such a similar passion as mine (even being 2000 miles away). She took me under her wing and was willing to show me a taste of the life of a successful woman. More than anyone I’ve ever met, she is driven to help women grow and succeed. Her heart is in the right place, and she’s selflessly motivated to grow a community of kick-butt women. Her advice was invaluable and necessary to push me to build self-confidence and trust my gut. I’m truly grateful every day that she was generous enough to help me pursue the things *I* feel drawn to, rather than what the world tells me I should do. I will continue to look up to her throughout her career even as I begin my own. Anyone lucky enough to spend time with her should be so appreciative!

Hannah Trowell Trauma-Informed Yoga Teacher

Jeanette is one of those women you want in your corner. Jeanette's app and educational content brings strategy, deep financial insight, and mentorship to your business. I have known Jeanette for years and she has been a source of strength for her local community. She will now bring this to a global community affecting people worldwide. Leaving corporate America to pursue her dreams highlights the bravery that every woman can be proud of and can aspire to. Future generations will look to Jeanette Schneider as a GenX icon who rose up in corporate America to become her own Boss Lady who became successful through hard work, long hours, and lots of grace. 

Dr. Alison Tam, D.O. Dermatologist

this program is perfect for you if...

  • You are ready to take control of your finances and focus on creating wealth for your future self.
  • You are ready to clear the "money fog" or stop what Forbes calls "money avoidance."
  • You have big plans for your future and you want to underwrite them with the money moves you make today.
  • You're sick of worrying about money (or avoiding the conversation altogether).
  • You've had enough of your own BS and have left the victim/blame stories behind.
  • You are tired of feeling like finances are "too hard." You are ready to create your life.

I'm coming in hot!

I'm coming in hot!

MOST POPULAR

One-time payment

Enjoy a 20% discount for paying in full!

Before: $880.00
Now: $710.40

Payment Plan

Break up the full course into two monthly payments of $444!

frequently asked questions - frequently asked questions - frequently asked questions

8 weeks and 8 modules! A new module will go live every Monday starting on May 3rd. Live office hours are offered each Wednesday via Zoom at 9 am PST // noon EST to answer your money questions!

You will create your course login upon checkout and receive emails with instructions within 24 hours of signing up. The course dashboard will include all the links for calls and to join our private community as well as some bonus webinar replays. Please check your spam and junk folders to make sure we're whitelisted. If you run into any trouble, reach out to us at [email protected].

I am a retired financial advisor and no longer hold my licenses. I do not provide prescriptive investment or tax advice. I provide education I believe to be valuable to women based on my experience in the financial services industry.

The Zoom calls are an added bonus and for you to get your questions answered! You learn from hearing what others are navigating in their own finances as well, so it is a great group coaching environment, but not required. 

If you choose the pay-in-full option, then your first payment will be made the day you sign up. If you choose the payment option, you will be charged each month on the same date until it is paid in full!

You may request a refund and opt out of the course anytime prior to May 2nd at 11:59 pm. Once the course is live the fee is non-refundable, however, you will have lifetime access to the course and its updates for its life on this platform.

We'd love to help you any way we can! Please contact us at [email protected] with any questions.

How long is the course?

8 weeks and 8 modules! A new module will go live every Monday starting on May 3rd. Live office hours are offered each Wednesday via Zoom at 9 am PST // noon EST to answer your money questions!

How does the onboarding process work?

You will create your course login upon checkout and receive emails with instructions within 24 hours of signing up. The course dashboard will include all the links for calls and to join our private community as well as some bonus webinar replays. Please check your spam and junk folders to make sure we're whitelisted. If you run into any trouble, reach out to us at [email protected].

Do you provide individualized financial advice?

I am a retired financial advisor and no longer hold my licenses. I do not provide prescriptive investment or tax advice. I provide education I believe to be valuable to women based on my experience in the financial services industry.

What if I can't make one of the Zoom calls?

The Zoom calls are an added bonus and for you to get your questions answered! You learn from hearing what others are navigating in their own finances as well, so it is a great group coaching environment, but not required. 

How does billing work?

If you choose the pay-in-full option, then your first payment will be made the day you sign up. If you choose the payment option, you will be charged each month on the same date until it is paid in full!

What is your refund policy?

You may request a refund and opt out of the course anytime prior to May 2nd at 11:59 pm. Once the course is live the fee is non-refundable, however, you will have lifetime access to the course and its updates for its life on this platform.

What if my question isn't answered on this page?

We'd love to help you any way we can! Please contact us at [email protected] with any questions.