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...
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.
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.
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.
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
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.
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
Ready to invest with confidence?
Two sessions where we build your investment strategy together. Zoom or face to face in Bucharest — you choose.