Are You On Track? How to Know If You’re Investing Enough
The 60-minute masterclass that shows you what your investments are on track to become, whether that's enough for your next big goal, and what to adjust if it's not.
You’re investing...
but do you know if it’s actually enough?
What you'll walk away with:
• The framework to know if you’re on track for your future goals
• What your investments are realistically projected to become (and when)
• A simple way to see if that's “enough”
• What to change if it's not
• How to spend, invest, and make big decisions with more confidence
The best part?
No prior investing knowledge is required.
Live 60-minute masterclass + replay • $27
You’ve done all the “right” things...
You've opened the accounts, picked your investments, and you've been showing up and contributing...
But no one ever explained how it all fits together.
So you’re left wondering:
“Is this even working?”
“What should my investments actually look like?”
“Am I missing something?”
This masterclass changes all of that.
In just 60 minutes, you'll learn:
FIRST
How to calculate your personal "on track" number
So you're clear on what you're aiming for.
NEXT
How to see what your current investments could realistically become
Using just a few key numbers.
THEN
How to tell if you’re on track, behind, or ahead
and what to adjust to get on track.
LAST
The top 3 reasons your investments may not be aligned with your goals
And what to adjust if they're not
So you can feel clear, confident, and in control of your money and your future.
👋🏻 Hi, I’m Katie
— Finance coach, freedom lover, and former confused investor.
I was the high achiever doing everything "right" — saving, investing, contributing to my 401k...
But I had no idea if it was actually working.
My portfolio was set up, but I didn’t understand what I owned or where it was leading me.
That changed when I realized:
Freedom isn’t just having money. It’s understanding how your money is working for you.
Now, I know exactly how my investments support my life. I take 3+ months off work every year without guilt or fear, and I’ve built a life that feels totally aligned.
That’s what I’m going to show you inside this masterclass, so you can build wealth with the same clarity and confidence.
No shame. No Wall Street lingo. No hoping that it's right.
Let’s do this.
What Changes When You Feel Clear on Your Money
“This has been so, so meaningful and helpful. I can see the connections. I understand where I'm going and WHY I'm making these changes. And it finally feels doable.”
I still spend on the things I want, but now it’s intentional. I understand how my money is fitting into the big picture, so I don't feel guilty for spending or worried that I'm doing something wrong.
"I’m taking action on accounts I used to ignore. I rolled over an old 401k and started making intentional investment decisions instead of leaving everything on autopilot."
