E31 - 5 Steps to Take Control of Your Investments Without Messing Everything Up
You’re a bossbabe in your life.
You’ve built a career.
You make smart decisions all day long.
And yet…
When it comes to your investments?
You open your account and think:
“What the hell am I even looking at?”
You’ve been investing, doing all the “right” things.
But deep down, there’s this low-level anxiety humming in the background:
“Is this actually working?”
“Am I on track for financial freedom?”
“Or am I just… hoping?”
And that disconnect is exactly what’s keeping you from feeling fully in control of your money and your future.
The Real Problem Isn’t Your Investments
Here’s the reframe that might change everything for you:
“Better” investments won’t get you feeling good about your future.
Better understanding will.
It often looks something like this:
You set up a 401k at your first job
Someone (HR, advisor, your friend or family) picked the investments
You’ve been contributing consistently ever since
And now… you just hope it’s right
On paper? You’re crushing it.
But emotionally? You feel like a passenger in your own financial life.
And for a high-achieving woman who’s used to being in control…
That feels awful.
Why Smart Women Feel So Lost With Their Money
Many of us were taught to be independent, capable, on top of everything
But when it comes to personal finance for women?
We’re then told to:
“Let someone else handle it”
“Just trust” the expert
And “hope” that it all works out when you’re ready to retire
So of course you feel stuck.
Because you’re:
Afraid of making the wrong move
Afraid of realizing you’ve been doing it “wrong”
Afraid of asking questions and looking dumb
So you do what most women do…
You leave it on autopilot.
The Moment Everything Changes
Let me tell you what actually unlocks financial confidence.
It’s NOT:
Learning every investing term
Becoming a stock market expert
Spending hours reading finance books
It’s this:
Being able to see what your investments are actually getting you in your life.
When you can look at your money and say:
“This is what I’ll have in 10 years”
“This is what I can afford”
“This is how I can live”
Everything shifts.
My “Wait… I’m Actually Fine?” Moment
There was a time in my life where I technically had freedom…
…but I didn’t feel free.
I started freelancing, and I could take time off whenever I wanted.
But every time I wanted to I was full of fear:
“Can I actually afford this?”
“Should I be working more instead?”
“Is taking this much time off ‘irresponsible?”
So I stayed stuck in this mental tug-of-war:
Save more?
Live more?
Earn more?
Rest more?
It was exhausting. And the worst part was that
I had the money. I just didn’t have the clarity.
What Financial Freedom Actually Feels Like
Once I started understanding my investments,
Everything changed.
When I could finally run the numbers myself,
I realized I was actually ahead.
Suddenly the guilt stopped, and instead?
I took more time off
I traveled more
I stopped stressing about every little purchase
I made bold life decisions without guilt
Because I had clarity on my money.
That’s what financial freedom actually is.
The Truth I’d Tell My Past Self
You are not one decision away from ruining your financial future.
But you are one level of understanding away from:
feeling calm about your money
making big life decisions with confidence
and actually enjoying a much bigger life than you’ve allowed yourself
So instead of thinking:
“What if I mess this up?”
Try this:
“What if I finally understood this?”
The “Control Without Chaos” Framework
You do NOT need to wake up tomorrow and take over your entire portfolio.
Level 1: Awareness
Log into each account
Write down:
Account types (401k, Roth IRA, brokerage)
Balances
How much is invested vs cash
Then check:
Your asset allocation (stocks vs bonds vs cash)
The rules of each account (when you can access the money)
This is your investing basics foundation.
👉 Want help? Grab my free guide to walk you through this step-by-step.
Level 2: Learn Just Enough to Not Feel Lost
Now you start connecting the dots:
What is an index fund?
Why does allocation matter?
What does “risk” actually mean?
You’re not becoming an expert. You’re becoming aware enough to be a part of the conversation.
Level 3: Get in the Game (With Training Wheels)
Open a small “practice” investment account.
Invest a small amount
Choose your own investments
Start learning through action
This is NOT about picking the perfect investments.
It’s about:
building your money mindset
understanding how markets move
learning how you react when they do
Confidence doesn’t come from reading.
It comes from reps.
Level 4: Ask Better Questions
Now you go back to your existing portfolio and ask:
“What do I actually own?”
“What am I paying in fees?”
“Why was this strategy chosen?”
“Does this align with my life goals?”
You’re no longer blindly trusting.
You’re becoming the co-pilot of your own financial future.
Level 5: Make Small, Intentional Moves
Finally—you start adjusting things.
Not a full overhaul.
Just:
Tweaking contributions
Adjusting allocation slightly
Making decisions with intention
This is how you build true financial independence.
Slow. Strategic. Powerful.
The Identity Shift That Changes Everything
This isn’t about becoming “good at investing.”
It’s about becoming the woman who feels totally in control of her money.
The one who:
Knows what she owns
Knows how it works
Knows what it means for her life
Not perfectly, but confidently.
What Happens When You Finally Get This
Let me paint the picture for you:
You’re no longer:
Stressing over small purchases
Avoiding your accounts
Deferring decisions to someone else
Instead, you’re:
Making aligned choices
Spending without guilt
Building wealth on your terms
That’s the real glow-up.
Your Next Step
1. Download my free Investing Essentials Guide
So you can actually understand your accounts (without spiraling)
2. Get Early Access to My Live Masterclass
The easiest next step with the biggest impact on your everyday life?
Being able to:
Project your investments
Know if you’re on track
Adjust if you’re not
So you can feel totally confident in the life that you’re building — and what to change if you’re not on track.
3. Listen to the full podcast episode
For the full details.
You did not work this hard to feel unsure about your money.
You did not build this life to feel like a passenger in it.
And you definitely don’t need to become a finance bro to feel in control of your wealth building.
You just need clarity.
Fear is a terrible financial advisor.
Confidence is a much better one.
