The Savvy Series
Where women learn.
Investing is about more than chasing the highest returns.
It’s about building a secure foundation from which you are free to make autonomous choices about the kind of work you want to do, causes you want to support, and how you spend your time.
Stop procrastinating
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Make your money work for you
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Stop procrastinating 〰️ Make your money work for you 〰️
Am I doing all that I can?
You’ve invested in your education, career, and family. You’re saving, contributing to your 401k, paying down debt. Yet something still feels uncertain. You wonder, “Am I doing enough?”
If that resonates, you’re not alone.
Many of us were never taught how to manage or grow our own finances. Out of fear of “doing it wrong,” we often stay on the sidelines, keeping too much money in savings or investing too cautiously.
But here’s the truth: women are excellent investors. Our portfolios tend to perform well and we invest in alignment with our values.
The gap isn’t ability — it’s confidence.
That lack of confidence has real costs. Money sitting idle in a savings account loses value to inflation, while invested money grows, building freedom, flexibility, and the ability to make an impact over time.
That’s where Savvy Investher comes in: the Society is a space for women to learn, take action, and build wealth with purpose, together.
The Savvy Series will help you gain clarity, confidence, and connection.
Clarity
About your current finances and goals
Confidence
To invest with intention
Connection
With a community of like-minded women
Traditional methods of managing your investments cost time and money.
The Do It For Me Method:
If you work with a traditional wealth manager, you sacrifice a percentage of your portfolio. This adds up to real financial cost over time.
The Do-It-Yourself Method:
If you manage your investments on your own, you spend a lot of time figuring it out yourself.
Savvy is the best of both worlds:
We don’t charge a percentage of your portfolio to do it for you, and we don’t leave you on your own.
We empower you to manage your money yourself with confidence.
With Savvy’s Do It With Me approach to learning about investing,
you get hands-on experience in a supportive learning environment.
We’re not here to manage your money for you. We’re here to help you confidently do it yourself.
What you get:
Six live, virtual workshops to help you build a values-aligned investment strategy
Worksheets and templates that provide clarity about your current financial picture and guide your thinking about next steps
Group coaching sessions to ask questions
Access to a private Slack community where you can connect and keep growing with fellow investors
Guidance from Michaela, your coach and fellow investher, who has walked this path herself and will walk it with you
No more overthinking. No more figuring it out alone.
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Just clarity, confidence, and taking action, together.
The Curriculum
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Get crystal clear on your finances and understand where you stand today.
Outcome: Your personal financial statement and net worth overview
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Define financial goals that reflect your life goals and develop a path to get there. Discover levers that can accelerate your journey.
Outcome: Your personalized investment roadmap -
Learn how to transform your portfolio into a reflection of your goals, values, and the impact you want to make, without compromising growth.
Outcome: A manageable go-forward strategy that aligns with your goals, without requiring all of your time
This is for you if
You know it’s time to invest in yourself and your future.
You’re ready to stop overthinking and finally tackle your financial to-dos.
You want to level up your investing, taking an active role in building a portfolio that grows wealth and aligns with your values.
The next Savvy Series begins February 3, 2026.
The Spring 2026 Savvy Series will run for 6 weeks through March 10, 2026.
To join, submit your application by clicking the Join now button. Spots are intentionally limited to create an intimate small group environment. Apply by January 9, 2026 and you’ll be notified by January 15, 2026.
20% Discount applied to applications submitted by December 15th.
FAQs
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The Series has limited spots to create an intimate small group experience, so enrollment is by application only. Here’s how it works:
Fill out a short application. No personal financial information is required, and there is no minimum investment portfolio size required to apply.
Submit your application by January 9, 2026. (Note 1: If you apply by December 15, 2025, a 20% discount will be applied. Note 2: If you are a member of the Savvy Society, your 1st year membership (must be paid in full upfront) will go towards your Series enrollment.
Michaela will review it to ensure the program aligns with your goals.
If it’s a good fit, you’ll receive enrollment details and payment instructions to officially secure your spot.
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This program is designed to ensure you get bang for your buck over a short period of time. Expect to devote about 3 hours per week broken down as follows:
1.5 hours for the weekly live, virtual lessons
1 hour for pre/post-work assignments
1 hour (optional) to attend group office hours to ask questions
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The 6-week high-touch program, including live weekly workshops, office hours, curated curriculum, exercises, and private community access, is $1,500. Because this is an intimate small group program, spots are limited and enrollment is by application only. Note 1: If you apply by December 15, 2025, a 20% discount will be applied. Note 2: If you are a member of the Savvy Society, your 1st year membership (must be paid in full upfront) will go towards your Series enrollment.
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90% of women who have participated in the Savvy Investher cohort took action on their investments during the program.
Those actions included opening and funding their first brokerage account, adjusting the percentage of their portfolio that was invested in conservative bonds, and buying their first index fund or stock.
Each of those actions, even those taken with small dollar amounts, can add up to thousands of dollars of growth in your portfolio over time.
Our goal is to help you make informed decisions so your money works for you.
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This isn’t a surface-level course. You can’t cook dinner and take it at the same time (if that’s what you’re looking for, we can recommend some great podcasts!)
It’s a structured approach to taking a deep dive on your personal finances, having an honest discussion about your goals, and making intentional investment decisions aligned with your values.
It will challenge you to level up your investing knowledge (all in good company and with support!)
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No, this is financial education, not advice. We are not here to manage your money for you or tell you what to invest in. We’re here to help you get confident making those decisions yourself.
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Yes! Savvy Investher is intentionally built with the unique experiences of women in mind, but the investing concepts can be applied by everyone.
All members must respect one another and uphold our values of integrity, mutual respect, and learning.