Launching Q2 2026.VETTED BY A CFA · BEGINNER-FIRST · TAX-AWARE FRAMING

Learn to invest
in 28 days—
no stock-picking.

Index funds, ETFs, tax-advantaged accounts, and a simple long-term plan you can run in 20 minutes a month. No hot tips. No crypto hype. Built for absolute beginners.

Join the waitlist →See the curriculum
✓Plain English
✓No math beyond %
✓No stock-picking
✓Works in any country
The shift

Investing isn't a stock pick.
It's a 30-year decision.

📈
Understand the basics
Stocks, bonds, ETFs, index funds — without the textbook.
🏦
Right account, right country
IRA, 401k, ISA, REER, PEA — pick the one that fits your life.
⚙
A real plan
Asset allocation, contribution rate, rebalancing — written down.
🛡
Avoid the traps
Fees, churn, FOMO trades — the 5 mistakes that compound away returns.
The 4 Modules

4 modules. real outcomes.

Each module builds on the last — by week four you've shipped something concrete.

01
MODULE 01

Foundations

The language of investing — the parts you actually need.

  • →What are stocks, bonds, ETFs
  • →Risk, return, time horizon
  • →Compounding without spreadsheets
Week 1 outcomeYou can read a fact sheet without panic.
02
MODULE 02

Your Account

Open the right account, in the right place, for your situation.

  • →Tax-advantaged accounts by country
  • →Brokers compared
  • →How to fund + automate
Week 2 outcomeA funded brokerage + automatic monthly transfer.
03
MODULE 03

Build the Portfolio

Pick the funds and the proportions — and write down why.

  • →3-fund portfolios
  • →Global vs domestic tilt
  • →Bond allocation by age
Week 3 outcomeA 1-page IPS (investment policy statement).
04
MODULE 04

Long-game Habits

The yearly maintenance, the relapse traps, the next decade.

  • →Rebalancing rhythms
  • →Tax-loss harvesting basics
  • →When to add bonds / real estate
Week 4 outcomeA boring portfolio you'll actually hold for 30 years.
The Curriculum

28 days. One transformation.

Each day = one short lesson + one concrete output.

DAY 01★
Why invest
Inflation + compounding
DAY 02★
Stocks 101
What you actually own
DAY 03★
Bonds 101
Boring on purpose
DAY 04★
ETFs vs Funds
And when each wins
DAY 05★
Risk + time
How to think about both
DAY 06★
Fees
Why 1% is a tragedy
DAY 07★
Review
Foundations quiz
Who it's for

Built for real people.

◯
First-time investor
Never bought a fund
Day 1 assumes you've never opened a brokerage account.
◐
Late starter
Catching up at 35+
Realistic glide paths if you're starting later than you'd like.
◓
Self-employed
No employer 401k
Special focus on solo retirement accounts.
●
Couples
Aligning finances
How to merge plans without merging accounts (yet).
Common questions

Honest answers to real objections.

No. The whole course is about why stock-picking is the wrong question. We teach low-cost index investing — boring on purpose.
No. We cover account equivalents for US, UK, EU, Canada, and Australia. Tax specifics where they differ.
It's education, not regulated advice. We don't know your full situation. Always cross-check with a licensed planner for major decisions.
Perfect. Fractional shares + auto-deposits work at any amount. The habits matter more than the dollars early on.
Q2 2026. Join the waitlist for early-bird pricing.
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Launching Q2 2026. Drop your email — waitlist members get first access and a launch-week discount.

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