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Your Personal Roadmap to an Early, Wealthy Retirement 

In this course, you're not just learning to build wealth – you're gaining a step-by-step blueprint to do it with confidence and clarity. Think of this course as your personal guide to investment strategies and essential retirement planning, designed to empower you towards a future where work is an option, not an obligation

intentional wealth building 

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Craft your personalized investment strategy & retirement plan in just 12 weeks

You're not alone. Managing your money can feel like navigating a maze – overwhelming, daunting, and full of uncertainty. It's easy to become inundated with options and opinions, making it hard to know what's truly right for you! 

But here's the truth: Your financial journey is uniquely yours. It's not about what your neighbor, parents, boss, or best friend does with their money.

It's about making informed financial decisions that resonate with who YOU are and what YOU aspire to achieve

It's about creating a strategy that fits who YOU are and propels you towards what YOU want. 

Let's cut through the personal finance noise, aligning strategic investing with effective planning, and pave a path where security and freedom is not just a possibility, but a well-planned reality.

Are you tired of second guessing your financial choices? 

And you don't need a calculator or a Wall Street office to prove it. 

Being good at math? Not necessary.
Being a "numbers person"? Overrated.
A Harvard degree, expensive fees or complex strategies? Not required. 

The Savvy Investor Flex is about harnessing what you already have to make smart investment choices, build wealth confidently, and secure your future.

Don’t let misconceptions about finance hold you back from the life and financial freedom you work hard for and truly deserve.

You have everything you need
 to build wealth as a savvy investor

You'd have confidence knowing you were never being taken advantage of

Sure, you could go hire a financial advisor to manage it all for you...

But here's why you'd still want to learn these foundational lessons in investing & retirement planning 

So that you can be a financial advocate for yourself

You'd know what to ask and when to ask it and would never feel intimidated or made to feel small in the conversation around building YOUR own wealth 

You'd play an active role in your wealth journey as opposed to sitting on the sidelines allowing someone else to make meaningful decisions on your behalf

You'd fully understand the connection between a 1% fee and the tens of thousands of dollars it will cost you over your lifetime 


You want to feel empowered by your financial choices not overwhelmed by them

You want your money working hard for YOU so you don't have to work so hard for your money

You want to invest confidently and feel secure about your financial future

You want to feel completely in control of your money and the direction it's going. 

you're in the right place.

You want to get paid by your investments without having to exchange all your time for money

this is exactly what i need, victoria →

To invest & plan for your future with ease and confidence. 

To answer all of your financial questions so you never felt stuck. 

Building their wealth alongside you - motivating, inspiring and encouraging you every step of the way. 

Sounds pretty amazing, right?

so what if there was an opportunity to make all of that a reality?

what if you had... 

How many years could you knock off your retirement by starting to intentionally plan today? 

How much time would you save by having a financial expert available to ask your direct questions instead of the endless google searches and sitting wondering if you should be doing something else instead...

How much money would you earn over your lifetime by getting started now and not waiting? 

How much of a difference would it make in your life to not go at it alone anymore? 

How would it feel to never question your investment decisions again and wonder, "Am I doing the right thing?" 

A Step-by Step Proven Process 

coaching support

community of WEALTH BUILDERS

In this course you'll learn the step-by-step, proven and tested method in balancing savvy investing with effective planning, ensuring every step you take is aligned with your long-term goals.  This course provides the blueprint for a financial strategy that’s as individual as you are.

the savvy investor flex


"After completing the course, I couldn't be happier. It was not only easy for a beginner to follow, but also very informative for anyone who is seeking to improve their knowledge of investing for their future."

- jennifer driscoll -

"A huge burden has been lifted from my shoulders knowing that my goals are possible as long as I continue to stick with my plan." 

- katie bergeron -

"I've a much better understanding of my plan and my whys! I will be able to enjoy life more as I know what I can spend without feeling guilty and still staying on course to hit all of my goals. It has been freeing!

- Neve Redmond -

"Hey, just wanted to let you know, I crossed the half a million net worth mark this weekend! Thank you for all your help, Victoria."


What They Said...

the savvy investor course will teach you how to...

make smart & savvy investment choices 

This course empowers you with the knowledge, skills and insights needed to succeed in the world of investments - there's no use for complex lingo or jargon around here! You'll learn to make well-informed investment decisions with confidence without second guessing yourself. 

build long term wealth & make consistent income from dividends with minimal time or effort required

I'm not trying to work forever, how about you? Investing and taking advantage of compound growth is going to be your golden ticket to living it up in retirement! And no, you don't need to be a stock picker, finance bro or spend hours analyzing the market to be a successful investor. You'll see...

OVERCOME LIMITING BELIEFS holding you back AND embrace a healthy investing mindset

You'll identify and challenge the mental blocks that have been holding you back from achieving your investment goals. You'll learn to detach from the emotional rollercoaster that is the financial markets and be given proven strategies to help you stay calm and disciplined with your investment decisions. 

craft a tailored FINANCIAL PLAN

You will learn how to design your own investment portfolio that aligns with who you are, your needs, your goals and your peace of mind. You'll gain a deeper understanding of various investments so you can create a balanced, diversified portfolio. 

master the art of balancing your risk and your reward

You've worked hard to build your wealth - you want to make sure that you're doing everything you can to secure it! But you know that without risk, comes little reward. This course will teach you how to find that balance you need between protecting your investments while also maximizing returns.  

take advantage of tax savings while securing your financial future

Learn proven investing strategies to save on taxes, keeping more of your hard-earned money in your pocket! You'll learn about the power of tax-advantaged investment accounts and their power to not only reduce your taxes but also secure your financial future.

"I'm halfway through the course and I cannot believe the amount of support included. Any problem or question I have, I shoot you a message and you're there to help. You are set up to succeed in this course . I didn't realize how much i needed this."

- Christine J. -


...with the backing and support from a financial expert with over 14 years of experience advising hundreds of clients, all around the country - of all ages with clients' net worth up to $100 million.  

Begin your investing journey now and join me in this program tailor-made for a savvy investor, like yourself, ready to take action and watch your wealth grow!

The most comprehensive and complete wealth building course available to investors 

Qualifications & Professional Certifications...
for your peace of mind


Ready to Join the Savvy Investor Flex Course & Community?

8 modules of video lessons

financial dashboards, templates, workbooks & cheat sheets

All created and designed to make managing your financial life easy, organized, straight forward and dare I! 

The Finpowered collective community

3 Months of Exclusive access to the FinPowered Collective Slack group where we celebrate eachothers financial journey and provide a platform to continue to share insights & ask questions! 

MONTHLY group coaching sessions 

see what's included when you enroll today?

3 Months of LIVE Q&A Sessions with me to ask ALL your investment questions so you never feel stuck  

Self-study lessons to learn at your own pace! 


Life gets busy - I totally understand. Which is why you get lifetime access to the materials (for the life of the course).

weekly Q&A office hours 

An opportunity for you to touch base with me daily throughout the 12 weeks to get quick answers to your questions so we don't slow down your momentum! 

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Join The Waitlist! 

be the first to know when enrollment opens back up! 

Victoria is a wealth of knowledge and information. The Flex Your Finances course is set up to help anyone get their financial life organized and build their own knowledge, skills and confidence in saving, planning, and investing for their financial future. Also, Victoria never makes you feel like any question is a dumb question. Without a doubt I would recommend this course to anyone looking to learn more about how to better financially prepare for their future! 

"My only wish is that we did this 10 years ago to get ourselves organized and set up for success sooner."


This could be you....

"I've a much better understanding of my plan and my whys!
I gained a much better understanding of my 1.) investment options, how to diversify etc., and what I need to reach my retirement goals, and 2.) I have a better understanding of my whole financial picture and knowing what I can spend my money and how to reach my short, medium and long term goals....

"I will be able to enjoy life more as I know what I can spend without feeling guilty and still staying on course to hit all of my goals. It has been freeing!"

- Neve redmond -

Victoria is the whole financial package! She is kind, open, transparent, a great listener, genuine, empathetic, driven, and insanely smart!! She goes above and beyond for her clients and it always felt like she had unlimited time for me, even thought I knew she didn't. She is patient, listens intently and is non judgmental. She offers different perspectives and alternatives for consideration instead of just pointing you in one direction...

"I have never felt better about where I'm going in my life, and I never would have felt this way if it wasn't for her. I'm truly grateful."

- jess fluharty -


Building a Solid Financial Foundation

This module will empower you with the knowledge and tools you need to begin investing with confidence and purpose. 

Lay the financial groundwork and financial foundation for your investing journey to make sure you have all the essentials in place. 

Define your investment goals and be guided through how best to achieve them so you can start connecting the dots between where you are and your future dreams

Learn the framework for determining how to balance your savings, debt payoff and investing strategy to get a system in place to help you stay on track

Course breakdown:

module one

in this module you will...

Harness a Healthy Investing Mindset

Our mindset makes or breaks our financial journey. In this module you'll learn how to cultivate a healthy mindset so you can overcome those investing blocks holding you back and build confidence as an investor in the stock market. 

module two

in this module you will...

Build self-awareness around your investor mindset and align your investments with who you are and what you need to be at peace with your investment decisions

Understand how to navigate the financial markets and ups and downs with discipline and calmness so you don't respond emotionally and miss out on opportunities

Break down common investing myths so you can remove those mental blocks and fears holding you back from seeing financial growth and progress.

Focusing On the Investment Info You Actually Need to Know

Say goodbye to the jargon and all the fancy lingo that isn't necessary to know at all! In this module we will make investing more accessible, less intimidating and break down the foundational concepts of investing that you actually need to know to secure your financial future! 

module three

in this module you will...

Better understand the importance of investing for financial security & freedom and learn to demystify the workings of the stock market, making it less overwhelming

Learn an investing history lesson or two which will boost your confidence in the world of investing by showing you that investing is approachable and not as scary as you think

Be equipped with the knowledge around diversification and finding that balance between risk and reward

Determine What Accounts You Need and Why

This module guides you through selecting and managing the right investment accounts, ensuring they align with your financial and personal goals. 

module four

in this module you will...

Simplify the account selection process and determine what makes the most sense for you

Learn more about tax-advantaged accounts to take advantage of so you can pay more to your retirement and less to the IRS (legally, of course)

Be guided through the account opening process to make it seamless start for you.

Choose the Right Investments for You

Here, you will gain an understanding of the various investment options available and how to make well-informed, confident investment choices. 

module five

in this module you will...

Break down the need to know information around stocks, bonds, cash and each of their roles in your portfolio so you can better understand how they come together to form a balanced portfolio and serve as a means to support your future.

Be educated on your investment options - what to be mindful of, what to watch out for and what to expect from each so you can select your investments with confidence.

Learn to analyze how you're invested today and get clear on the 4 things I want you to know about each investment you make.

Design Your Investment Strategy

This module focuses on educating you on how to design and craft a personalized investment strategy that matches your goals and risk tolerance WHILE generating the income and cash flow you need to support the life you want! 

module six

in this module you will...

Learn how to tailor your investment strategy to your unique goals, time horizon and risk tolerance. 

Understand how to incorporate a disciplined approach to your investing strategy so you don't get distracted or veer off course. 

Get guidance on how to generate consistent cash flow to your portfolio by way of dividend investing. 

The Savvy Investor System

Learn how to put everything together - the set up, investing and managing your investments - and establish an investing plan that will leave you feeling confident in what you're doing today and the security it will provide tomorrow and years from now!

module seven

in this module you will:

Learn how to effectively buy, sell and manage your investments over time and adapt to your continual changing life circumstances

Understand what you have to watch for and be mindful of as the years go on to ensure you stay on the right track 

Learn how to monitor your investments and portfolio from investment statements, to tax statements and beyond. 

How to Retire Earlier & Wealthier

This module is all about becoming crystal clear on learning how to effectively craft a plan to retire earlier and wealthier through the choices you make today and the shifts and retirement strategies you'll learn to implement over time. 

module eight

in this module you will...

Learn how much you'll want and need to retire comfortably and create a strategic plan to get there. 

Understand different retirement strategies to minimize taxes and ensure you're taking home the most money vs. the IRS

Get guidance around the things you need to consider today and for years in the making to monitor the success of your retirement plans

say no more,
 i'm in!!

You want to learn from someone who has both built their own seven figure net worth and has professional experience advising hundreds of clients do the same.  

You don't want to learn how to manage your money from just 


Years of advising clients - filing and planning for taxes, managing & investing their money, handling their wealth transfers to kids, guiding them through the set up or the sale of businesses or real estate - all of that to truly understand and become an expert in this thing called wealth management.

I’ve taken all of that experience, time, expertise and packaged it together in my teachings so that you don’t have to go out and spend your life and career learning how to invest everyone’s money and create custom plans for each….just your own!!

Managing all aspects of my clients' personal finances 

And now I'm here to help you!

I've spent my entire career


"I was worried that I wouldn’t keep up with the program or that it wouldn’t be personalized enough for my financial situation. This is far from the truth, the calls allow you to talk about things that are unique to your own financial situation. The slack channel allows you to ask pointed questions, and Victoria is ALWAYS available for questions and consultations."

next review


"My husband and I have both set up our ROTH IRAs and a HYSA. He is maxing out his employer matched contributions and then some. No more excess money just sitting in a checking account doing nothing. Most importantly I feel more comfortable talking with my spouse about our financials and our goals as a unit."

next review


A year from now you will have wished you started today.

Waiting to invest costs too much of your time and money. 

so let's get started, shall we?

Gain a deep understanding of investing that will allow you to be your own biggest financial advocate and never feel like you're being taken advantage of

Design a personalized investment portfolio tailored to your financial situation, goals and risk tolerance that provides consistent income and financial security for you and your future

Master investment strategies designed to build wealth on auto-pilot without you having to exchange any of your time

Gain a newfound confidence in your ability to invest in the stock market and make well-informed, smart investment choices so you can finally stop second guessing yourself

Not only learn how to invest for yourself today but how to adapt to your ever-changing financial circumstances and lifestyle

Reduce your financial stress and feel more at peace with your path to financial freedom and retiring comfortably on your own terms 

By the end of the program, you will...


"I've already recommended your course. Why? Because..."

- DEG -

 I'm learning how important it is to give our money a purpose. Being intentional about where our money is going, as opposed to wondering where it has gone. Not complete... I'm in the thick of it, but we've paid a debt, opened a HYS, reinvested dividends in our investment accounts, and the gains continue. I wish we had asked for help sooner. 

 "I didn't want to "waste" money on a course that wasn't going to meet my needs."

- katie bergeron -

I discovered that the material could apply to people across the financial spectrum. The effort I applied and the personalization was a huge benefit in my situation. I felt like I was generally on a good trajectory with saving, investing, etc. This course really helped me identify those areas where I had room to change or adjust my plans. The details in the financial planning spreadsheet made all the difference.

This course is the only one of its kind because...

invaluable insight and professional experience

Through years of working with hundreds of clients, I have gained a deep understanding of their unique challenges and successes. By investing in my course, you gain access to this collective wisdom gathered from real-life scenarios.

You benefit from learning what has worked for others and why it may or may not work for you, what hasn't worked for others and why, allowing you to fast-track your own success! You'll save time and avoid common mistakes by implementing proven strategies that have produced results for countless clients. 


When considering why you should choose my course, one of the standout advantages is the access to personalized 1:1 support that sets it apart. I am committed to your success and will be there to guide you every step of the way. 

With my dedicated support, you'll have the opportunity to ask questions and address any challenges specific to your unique situation. This level of individualized attention ensures that you receive the utmost value from the course and empowers you to make meaningful progress towards your financial goals. By investing in this course you gain not only comprehensive content but also the invaluable support needed to transform your financial life.

Improving your financial life 

Building wealth without exchanging all your time for it

Creating a clear roadmap to achieve your financial goals

Sharpening your investment skills so you can set yourself up to retire comfortably 

Building confidence in making smart, informed investment decisions that grow your wealth

Designing  a portfolio that generates consistent income month after month for you...

If you want this to be the year that you *finally* commit to:

join the waitlist

This      for you if:

you want to learn to be a financial advocate for yourself

you want to day trade or learn about the latest & greatest stock picks

you already have an investment portfolio and want to learn how to manage it more intentionally 

YOU'RE NOT WILLING to engage in learning

you are just getting started on your investment journey and want to hit the ground running

It's probably        for you if...

you're struggling to pay your bills or find yourself with significant high interest debt



you want a step-by-step approach to invest your money and secure your financial future

You're looking for get rich quick schemes and hacks to change your financial life overnight 

Try My Program for 30 days. Get your money back if it didn’t serve you.

My goal is to help you improve your finances and I believe in this program so much so that I'm willing to offer this guarantee.

If you go through the whole program - every module and submit the course worksheets - and don't believe the program was a good fit for you I will issue you a full refund within the first 30 days after purchase.

money back 



saved on investment fees


number of times clients regret learning about building wealth 

Hundreds of Thousands

Invested for future financial goals


number of clients that walk away from working together feeling a weight lifted

clients by the numbers: 

How long will it take to complete the course? And how long will I have access to it? 

The course is a 12 week program and will take approximately 8-12 weeks to complete. It may take some of you less time and it may take some of you more. But the program is designed to take you on a week by week journey to confidently invest for your future. You will have access to the course for the life of the course and 1:1 and group coaching support for the duration of the program. 

Frequently Asked Questions

How do I know if I'm a good fit for this course? 

This course is for you if you're looking to become a savvy investor and make confident, well-informed and intentional investment choices that make sense for you and your life and that will generate income and security for you and your future. You may be a beginner investor or you may have been investing for years - bottom line, you want to make sure you're investing your money the "right way - your way".  Wherever you are in the journey, this course is designed to help you design a portfolio and investment plan for YOU, that makes sense for YOU, despite your starting point. 

Do I need this course if I have a financial advisor? 

Even if you have a financial advisor, this course is designed to give you the investing education you need to be your own biggest financial advocate. You'll learn to analyze your investments, establish risks your willing to take and at what cost....This course will give you the tools you need to identify if your advisor is providing value and on your team! After taking the course, you may decide to keep your financial advisor because your more at peace having their oversight - that's fantastic. For others, you may determine you'd like to do it on your own and save on fees that add up and impact your net worth over time! 

Am I too late to invest?

No matter your age, you're not too late to invest for your future. But each day that goes by and the longer that you wait, the more opportunity you're taking away from the growth of your investments. Get started NOW! 

Have a question but don't see it on here?  

Email us at!

let's get started already!