Are You On Track? How to Know If You’re Investing Enough
The 60-minute Investing Masterclass that breaks down whether your investments are supporting your next big goal — and what to adjust if they’re not — so you can invest with confidence and build the future you deserve.
You’re investing...
but you have no idea if it’s actually enough.
In this live masterclass, we'll walk through:
what you have invested
what it’s projected to grow into
whether that actually supports your goals
and what to adjust if it doesn’t
So you can stop guessing… and know with real numbers if you're actually on track.
Live class — limited spots! Join the waitlist to get early access when enrollment opens.
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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?”
“What am I missing that everyone else seems to know?”
This masterclass changes all of that.
In this 60-minute class, you’ll learn how to actually evaluate your investments — and know if you’re on track for your next big goal.
This is for you if:
✔ You’re already investing
✔ You’re doing the “right things” by saving and contributing— but still feel unsure of what it's actually getting you
✔ You’ve wondered: “am I on track?”
✔ You want real clarity — not more financial jargon
In Just 60 minutes, you’ll learn:
✅ How to calculate your personal “on track” number — so you know what you’re actually aiming for
✅ How to project where your current investments are headed — using just a few key numbers
✅ How to tell if you’re on track, behind, or ahead — and what to adjust to get on track
✅ The top 3 reasons your investments may not be aligned with your goal — and what to adjust if it’s not
So you can feel clear, confident, and in control of your money and your future.
👉 Join the waitlist to be first in line when registration opens.
This is not another investing class.
You don’t need more information.
You need to know if what you’re doing is actually working.
Let's get you there in 60 minutes.
Why this matters
Right now, you’re probably:
- Second guessing every big money decision
- Wondering if you should be doing more
- Feeling like you should feel confident… but don’t
And that mental load?
👉 It doesn’t go away just by investing more.
It goes away when you know where you stand.
Because being “responsible” with money isn’t about becoming rich.
It’s about never feeling stuck again.
Stuck wondering:
“Can I afford this?”
“Am I behind?”
“Should I be doing more?”
And once you have that clarity?
👉 You don’t just make better money decisions.
👉 You make better life decisions.
You take the trip.
You spend without guilt.
You stop overthinking every move.
And THAT is the difference between having money…
✨ and having freedom.
👋 Hi, I’m Katie
— Finance coach, freedom lover, and former confused investor.
I used to be the high achiever "doing everything right" — saving, avoiding debt, contributing to my 401k.
But when it came to investing? I had no idea if I was actually on track for the life that I wanted.
My portfolio was set up, but I didn’t understand what I owned or where it was leading.
That changed when I realized: Freedom isn’t just having money — it’s understanding how your money is working for you.
Now, I take 3+ months off work every year, I’ve traveled to every continent, and I’ve built a life that actually feels aligned.
And more importantly, I know exactly how my investments support that life.
After years of figuring it out, I realized:
👉 It’s way simpler than everyone makes it seem.
👉 And most people are missing just a few key pieces to feel totally confident in their money and their future.
That’s exactly what I’m going to show you inside this masterclass.
It's what I wish someone had shown me years ago, so you can build wealth with the same confidence & clarity I have now.
Ready to build your wealth your way?
I got you. Zero shame. Zero Wall Street lingo. Zero finance bro energy.
Let’s get started!
Testimonials
"Before working with Katie, I wanted someone else to handle my investments for me. It all just felt overwhelming and confusing. Now I feel in control! I get what's happening with my investments and don't feel overwhelmed when I look at my accounts. Katie totally changed how I see my money."
- Amanda F.
"Katie today's coaching call was 🔥🔥🔥 Today's session helped us see just how much room to grow there still is! You helped us see where we've been stuck in a not very healthy pattern. I'm shook. But in a good way! This will DEFINITELY help us make big shifts soon 😁💪
- Kat B.
"WOW. Looking at these numbers we are in a much better place than we were back when we first started working with you. Thank you so so much. This has been absolutely amazing!"
- Matt B.