2-session program · Zoom or in person in Bucharest

She Invests

Two 1:1 sessions where we build your investment strategy together — from zero to a real portfolio. On Zoom or face to face in Bucharest. You choose.

2 × 90 min · WhatsApp support for 30 days · Recording included

She Invests is for you if...

01

You have money to invest but don't know where to start

Your savings are sitting in the bank losing value and you know you need to do something. Let's build your first portfolio together.

02

You tried on your own and got overwhelmed by options

ETFs, stocks, crypto, mutual funds — too much, too confusing. We will simplify everything and choose what makes sense for you.

03

You want a clear strategy, not just generic advice

You don't want to read yet another article. You want someone to look at your specific situation and tell you concretely what to do.

The two sessions

Each session has a clear purpose. We finish with a concrete plan, not more questions.

01

90 minutes

The starting session — Where you are now

We do a complete audit of your financial situation: what you have, what you want, what's stopping you. We set your investment goals and build the foundation of your plan.

  • Complete financial audit: income, expenses, savings
  • Risk profile — what kind of investor you actually are
  • Clear goals for 1, 3, and 10 years
  • The first concrete steps to implement
02

90 minutes

The strategy session — Your investment plan

We go deep: choosing brokers, selecting the right ETFs or other instruments, building your initial portfolio, and setting up a system of automated monthly investing.

  • Personalized portfolio strategy
  • Broker and investment instrument selection
  • Automated monthly investing plan
  • How to monitor and rebalance your portfolio

Everything you get

More than two sessions — you get a complete system and the support you need to implement it.

Recommended for getting started

She Invests

$555

2 sessions × 90 min · Zoom or in person in Bucharest

Materials, templates, and 30 days of support — all included.

  • 2 one-on-one sessions of 90 minutes (Zoom or in person in Bucharest)
  • Complete financial audit with a personalized report
  • Risk profile and portfolio strategy
  • An investment plan adapted to your situation
  • Templates: budget, net worth, investment tracking
  • WhatsApp support between sessions and for 30 days after
  • Video recordings of both sessions

Frequently asked questions

A single session is not enough to build a solid strategy. The first session is for understanding and auditing — the second is for strategy and implementation. That's how we end up with a real plan, not vague ideas.
Yes! You can choose Zoom or a face-to-face meeting in Bucharest (central area). In-person sessions have exactly the same content, only the format differs. The choice is yours.
We recommend 1-2 weeks between sessions — enough time to implement the first steps from session 1 and come to session 2 with feedback and questions.
I don't recommend individual stocks to buy or sell. We work on strategy — types of instruments, portfolio allocation, index ETFs — so that you understand what you are doing and why.
You get 30 days of WhatsApp support for implementation questions. After that, you can book individual Ask Irina sessions or we can discuss a follow-up package.

Ready to invest with confidence?

Two sessions where we build your investment strategy together. Zoom or face to face in Bucharest — you choose.