💜 Application: The Quiet Wealth Woman

Hey, I'm so glad you're here!

This is the application for The Quiet Wealth Woman. A 90-day, 1:1 coaching program for millennial and GenX women who want a work-optional life.

Here we build your portfolio together. Your plan, your numbers, your timeline to true financial freedom. It’s the EXACT system I used to build a 7-figure net worth from scratch by my mid-30s, with no finance background and nobody handing me a map.

Here's how it works:

Fill out the application below.

Within 24 business hours you'll hear back on whether we're a fit.

If we are, you'll book a 60-minute call with me where we go through your whole money picture together. (Yes, a full hour. I'm serious about hearing your whole money situation and finding the right fit for you.)

If it's not a fit right now, that's okay. I'll tell you honestly, and point you toward what makes more sense for where you are.

Can't wait to meet you!

💜 Charlie

The investment is $3,000 paid in full, or 3 monthly payments of $1,097.
US or Canadian residential address required. (Currently gauging EU/Australian/international interest - if that's you, send me an email: [email protected])

Email*

First name*

Last name*

About Your Money — Will you be setting up and managing just your own accounts/portfolio, or yours and a partner's?*

What's your annual income level? (Ok to estimate! If you selected “mine and a partner's” above, put your total household income level. Otherwise, select your own approximate total annual compensation.)*

Check all that apply to you! (No single one of these is a requirement by itself — but having one or more apply to you means you're a good candidate to get a large return on your investment from this program.)*

I have savings but don't know how to invest them

I max out my 401(k)

I have $10k+ in cash sitting uninvested

I've felt overwhelmed trying to DIY my investments

Do you carry credit card debt month-to-month? (The Quiet Wealth Woman is designed to teach the skills, strategies, tools, and mindsets necessary to build wealth through investing, which are different than those required to get out of lifestyle debt.)*

Any context you'd like to add to the previous questions?

About The Quiet Wealth Woman — why do you want to work with me and why now?*

What would make you proud to have accomplished in 90 days?

What do you think is the biggest roadblock to hitting those goals right now?

This program is an investment of $3,000 paid in full or 3 monthly payments of $1,097. If you're accepted & it's the right fit, are you prepared to invest at this level?*

How did you hear about The Quiet Wealth Woman?*

I understand that Charlie is a financial coach, not a registered investment advisor, and that this is an offer of investing education and coaching, not active portfolio management.*

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💜 Application: The Quiet Wealth Woman

Building Quiet Wealth