Investing is for Women: Understanding the Journey

This stage is powerful. These women are aware of their limiting beliefs, and they’re actively looking for guidance to overcome them. They’ve done some inner work and now need the outer tools: a strategy, a plan, a mentor, a community.

This is where I get to do my favorite work—supporting them as they take real, brave steps into investing. At this point, transformation is not just possible—it’s inevitable.

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These women have made an effort. They may have taken a course, read articles, or even talked to a financial advisor. But they’re still stuck. Something hasn’t clicked. They doubt their ability to understand the material, and their confidence dips.

This stage requires a return to the basics, but with compassion. Often, it’s not about more knowledge, but about helping them process it in a way that works for them—outside traditional formats, at their pace, with practical examples, and without judgment. In fact, one-on-one consultations are often the most effective way to help women at this stage move forward, as they allow for tailored explanations, personal reflection, and a safe space to ask questions. 

These women are aware of investing but have strong objections or emotional resistance.   They often believe they are incapable of investing, labeling themselves as 'bad with money.'  They might say it’s too risky, too complicated, or that it feels completely outside their world. 

They may have tried and failed, they saw someone lose money with investing in the past.

Some say money isn’t that important, or that they don’t need to be rich. Others believe investing doesn’t align with their values. 

At this stage, my goal is to shift the narrative.

I focus on reframing investing not as a game of speculation, but as a tool for freedom, security, and impact. Little by little, if they allow me, I will  help these women find their financial confidence. My course "Simple Guide to Financial Well-being" is designed to help women change their relationship with money through small, meaningful steps. 

These women often benefit from stories of other women or community events. 

These women are often successful, organized, and smart. They know investing matters. But they keep postponing it. They say things like, "I don’t have time," or "I need to find a specialist first." Underneath, there’s often fear—of doing it wrong, of losing money, or of admitting they don’t know something.

My focus here is to help them recognize the emotional blocks disguised as practical barriers. With the right mindset work and small wins, they can get back into motion. However, this is a particularly difficult stage to move through—especially if women do not recognize that it is their own beliefs, rather than external circumstances, holding them back. Unfortunately, many can stay in this stage for years. Sometimes it takes a significant life event—such as divorce, inheritance, illness, or aging—to force action. Recognizing the emotional roots of the delay is a crucial step in creating real and lasting progress.