Investing 101

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, yet we are only 26% of investors.

The problem? Men's financial education is a right of passage, but 65% of financial articles geared toward women refer to us as big spenders.

It's the education for me.

Ready to make your money work for you?

Course begins May 3, 2021



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imagine if

  • You understood the markets?
  • You could make educated choices with your investments?
  • You confidently dollar cost averaged into the market during downturns?
  • 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 well diversified in a balanced portfolio?

Women account for 7 Trillion of investable assets, yet 71% of that remains in cash and we are still only 26% of investors.

Unacceptable.

After 23 years in 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 the financial concepts you need to understand to effectively move into the market
  • A peek inside an analyst's review of securities
  • An overview of risk profiles and a clear understanding of risk/return
  • A study in asset correlation and the importance of diversification
  • A breakdown of liquid v tangible assets, including investments, real estate, and those diamond earrings you love so much
  • An understanding of platforms, fee structures and who you should go to for research

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

Data Junkie Meets Historicals

We'll review the data that will make you lean in toward your screen and commit to your investment education. We'll also review historical returns and timelines so you feel confident about the research and analytics within the industry. When in doubt you always go back to the numbers. 

Module 2

Financial Concepts

The concepts you *must* know to move into the market with confidence. We'll review Time Value of Money, Compounding Interest, Dollar Cost Averaging (your new BFF), Asset Correlation, Modern Portfolio Theory and Inflation.

Module 3

Risk

This is where women get a bad rap. We are referred to as risk averse. I'll provide the deep dive you need to understand risk/return, the risk profiles and how diversification plays into your risk/reward strategy.

Module 4

Asset Classes

From cash to equities, fixed income, private equity and everything in between, we'll discuss the asset classes and why you need to touch a little bit of *mostly* everything to truly diversify your portfolio.

Module 5

Research

We'll take the pain and confusion out of asset research in this interactive session. You'll know how to determine who is managing your money, their strategy, and the underlying fees and securities by the time we're done.

Module 6

The Who's Who

Robo-Advisors v Discount Brokerage (self-directed) v Financial Advisors. We'll talk platforms, offerings and fee structure.

Bonuses

Practical Application

Do all the words make your mind spin? Let's fix that with a Wall Street glossary, access to a free Investing 101 portal stocked with resources and 8 weeks free membership in The Gold Circle, a mentorship-membership to make sure what you learn sticks.

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 portfolio 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 crave financial freedom and security.
  • You're sick of worrying about money (or avoiding the conversation altogether).
  • You feel like you're "missing out."
  • You are tired of feeling like investing is "too hard" while you watch other people make returns. 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: $888.00
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

6 weeks! A new module will go live every Monday starting on May 3rd.

You will create your course login upon checkout and receive emails with instructions within 24 hours of signing up. The course dashboard will include everything you need! 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.

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?

6 weeks! A new module will go live every Monday starting on May 3rd.

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 everything you need! 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.

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.