Wealth building is possible for You
even if you don't make 6 figures. Or, you make 6 figures but haven't been able to get ahead financially. You need a complete educational financial plan (includes investing) and a support group.
We've got you covered.
JOIN THE WAITING LIST
Wealth building is possible for YOU, even if you don't make 6 figures. Or, you make 6 figures but haven't been able to get ahead financially. You need a complete educational financial plan (includes investing) and a support group. We've got you covered.
Group Virtual Class Led by Dr. Kisha
Get Your Questions Answered!
Ever wanted to talk to someone about your 401k? Maybe debt payoff or budgeting questions? Schedule a coaching call and get all of your questions answered! Get on a call during this limited time with Dr. Kisha!
Get Your Questions Answered!
Ever wanted to talk to someone about your 401k? Maybe debt payoff or budgeting questions?
Schedule a coaching call and get all of your questions answered! Get on a call during this
limited time experiencewith Dr. Kisha!
Dr. Lakisha Simmons
Financially Free at 41 years old after making an average of $77,000 a year.
As Featured In
As Featured In
Get Your Financial Questions Answered
You're here because you know you need to do something about your financial situation. Maybe it's what to do with your retirement accounts still sitting at your old employer. Maybe you need guidance on the best way to pay off debt or even what to do in a personal relationship. I'm here to help!
Join The Waiting List for The WealthyAchieveHer Financial Freedom Program and Receive for Free:
When Can I Retire?
Curious as to when you can financially call it quits at the pace you are on? Join the waiting list and I'll email you my Financial Freedom Calculator!
When Can I Retire?
Curious as to when you can financially call it quits at the pace you are on? Join the waiting list and I'll email you my Financial Freedom Calculator!
Does this sound like you?
"I need help getting out of debt, build my savings all while able to enjoy my life."
"I have retirement assets from my previous employer and I have no idea what to do about it. I need help rolling it over."
"I'm concerned that I don't know how to invest and will never retire."
"I just don't know where to start in this volatile stock market."
Does this sound like you?
Figure out how to get out of debt quickly?
Have more control over your money so you can save and start investing?
Learn how to invest your retirement rollover in low cost funds that are easy to understand?
Learn from someone who has done it that you can trust to teach you how to do it step-by-step?
This is financial freedom! Let's do it!
Do you want to...
Figure out how to get started by getting out of debt quickly?
Have more control over your money so you can save and start investing?
Learn how to invest your retirement rollover in low cost funds that are easy to understand?
Learn from someone who has done it that you can trust to teach you how to do it step-by-step?
This is financial freedom! Let's do it!
Hi, I'm Dr. Kisha.
In 2017 I was a single mom after a bitter divorce. I needed my money to start working for me. I didn't want to work forever and was tired of being financially insecure. I had to learn to invest my money to take advantage of 7% average annual gains and compound interest. was new to investing, so I didnāt want to lose money or gamble, so I invested in the total stock market to diversify and lower my risk of loss. I started with my 401k to take advantage of tax breaks. Four years later I had accumulated $750k by sticking to a simple 3 step plan ā reduce my expenses, maximize my 401k, and index fund investing!
Hi, I'm Dr. Kisha.
In 2017 I was a single mom after a bitter divorce. Even though my average salary was $77k over my 19 year career, I was tired of not getting ahead. I needed my money to start working for me. I didn't want to work forever and was tired of being financially insecure. I had to learn to invest my money to take advantage of 7% average annual gains and compound interest.
What You Will Be Learning for 4 Weeks
Each week you will watch a video and complete your personal financial assignments before we meet for a 60 minute live session over Zoom. Don't worry the lives are recorded and we will get a consensus on best time to meet.
I Can Teach You How To:
Open an IRA
- Clients choose their own investment firm, however, Dr. Kisha teaches how to open and manage accounts at Vanguard and Fidelity only.
- Open a Traditional Ira to hold your rollover funds.
- Pay low fees of around .04% for index funds at Vanguard and Fidelity versus over 1% average at employer sponsored accounts (source: Department of Labor).
Rollover and merge separate retirement accounts
- Understand rollover rules and penalties.
- Ensure you don't pay distribution penalties or taxes.
Buy and sell index funds
- Learn how to buy and sell stocks in your new account when you rollover your assets.
- Control your accounts and investments on your terms.
Budget Bestie
- Document net worth as of today
- How to use the money planner
- Monthly Expense Tracking: Reduce your spending by 10%
- Find your budgeting style and start using it
- Open separate accounts for emergency fund and savings goals. Start saving for goals
- Challenge: Spending tracker for 10 days
- Pinpoint where you spend unnecessary money
- Calculate your emergency fund needs
- Plan your debt elimination
- Set Money Goals and project savings
See What My Students Have To Say
Jarlecia J..
The biggest financial education takeaway I learned from the workshop is it is doable to retire early and FIRE. Dr. Kisha's workshop was the reality call I needed!
I never attended a workshop that shared a whole picture or step by step on how to accomplish the ultimate financial goal, retiring early.
The overall support of Dr. Kisha and the other participants have given me the encouragement to stay on this journey of financial freedom!
Danielle L.
I valued the detailed recorded videos and workbook a great deal. I can reference them at any time! I now have a much better understanding of my 401k/Roth, tax deferred accounts and the importance/advantages of maxing out each. I plan to FIRE in 7-10 years! Dr. K's enthusiasm was the best part. I doubt that others are sharing this type of information in this much detail. I also like that Dr. K shared openly. If she was unsure of something she would check her resources. I plan to stay connected to her and I will share her program with other women. Let's Gooo, Let's plan to Fire!
Heather N.
"Your Trade Stocks class and this mini movement that you've started have completely shifted the way I think about what matters and how to make the most of living."
See What Clients Have To Say
My savings and investing rate jumped from 8% at the beginning of the course to 18% by the end of the four weeks. Dr. Kisha's workshop was the reality call I needed! I never attended a workshop that shared a whole picture or step by step on how to accomplish the ultimate financial goal, retiring early.
The overall support of Dr. Kisha has given me the encouragement to stay on this journey of financial freedom!
Jarlecia J.
I learned exactly what my FIRE number is and how long it will hopefully take me to reach that number. I also learned more about the different types of investment accounts and how much I can contribute to each of them.
I'm in my mid 30's and plan to be financially independent in less than 15 years and I'm just starting! This program is a MUST!! I highly recommend it to adults of all ages. Dr. Kisha easily breaks down financial planning that can meet anyone's current financial status. Thank you Dr. Kisha!
Jamie C.
"I cut my expenses down by nearly $300/month so far and now I'm investing it. Dr. Kisha definitely helped me to shift my mindset from saving to active investor!"
Markeyta W.
"Your Trade Stocks class and this mini movement that you've started have completely shifted the way I think about what matters and how to make the most of living."
Heather N.
You don't have to do it alone...
I have completed multiple rollovers and manage my own Traditional IRA, Roth IRA, and investment accounts. I became financially independent at 41 years old and I educate men and women on how to overhaul their finances, invest and retire within 10 years.
Let me help you!
One-To-One Coaching
Let's complete your individualized plan...
Schedule a one-time 50 minute virtual meeting or multiple with Dr. Lakisha L. Simmons to discuss your questions, next steps and followup plan.
Client will provide necessary documents such as budgets, current 401k forms or other items necessary to make coaching successful
Schedule a coaching package: Up to 3 sessions of 50 minutes of working sessions to teach client about the stock market, index fund investment fundamentals, risks, and allocation according to Trinity Study and FIRE concept. Client will make their own investment choices and trades during session based on education from coach. No advice is given.
Let's Get Started!
The Coaching Experience
(Individual Time with Dr. Kisha via Zoom)
Coaching is an individual coaching experience with Dr. Lakisha Simmons answering your questions and teaching you. We will meet up 50 minutes and you have email support! Dr. Kisha is not an advisor and will not manage your money in any way. Sessions much be used within 4 weeks of purchase.
WEEK 1
Find $200 in Your Budget for investing!
Cut spending by at least 10% with these money saving strategies. Perfect for those just getting serious about their finances. Stop dreaming about being debt free and start taking the right steps to reach your financial goals. Included are multiple paper-based worksheets, calculators and additional planning materials.
WEEK 2
Max Out Retirement Accounts!
Maximize retirement accounts like the 401k, 457b and Roth IRA. Create your customized retirement planner. You'll learn everything you need to know about retirement accounts to retire in half the time and how to access the money before 65 without penalty so you can retire early! Stop missing out on wealth and start taking the right steps to reach your retirement goals.
WEEK 3
Open An Investment Account and Build Wealth!
Learn exactly how the stock market works and how to trade! Calculate your specific financial independence number, how much you should invest in stocks to get there, which type of stocks and how long it will take. Then we talk about index fund investing and walk through a trade together. Youāre going to grow your money by way more than the cost of the course.
WEEK 4
Set Your Target FIRE Date and Achieve it!
Learn to increase your investments over time to hit your FIRE Number in record time. We will use my proprietary goals planner to map out short and long term goals to ensure you stay on track to build the wealth you deserve. Each week has a group coaching call and this week we will celebrate success! You're never alone on this journey. Stay in touch in our private Facebook group and continue to receive high touch support!
The Coaching Experience
(Individual Time with Dr. Kisha via Zoom)
Coaching is an individual coaching experience with Dr. Lakisha Simmons answering your questions and teaching you. We will meet for up to 50 minutes and you will have email support! Dr. Kisha is not an advisor and will not manage your money in any way. Sessions much be used within 4 weeks of purchase.
WEEK 1
Find $200 in Your Budget for investing!
Cut spending by at least 10% with these money saving strategies. Perfect for those just getting serious about their finances. Stop dreaming about being debt free and start taking the right steps to reach your financial goals. Included are multiple paper-based worksheets, calculators and additional planning materials.
WEEK 2
Max Out Retirement Accounts!
Maximize retirement accounts like the 401k, 457b and Roth IRA. Create your customized retirement planner. You'll learn everything you need to know about retirement accounts to retire in half the time and how to access the money before 65 without penalty so you can retire early! Stop missing out on wealth and start taking the right steps to reach your retirement goals.
WEEK 3
Open An Investment Account and Build Wealth!
Learn exactly how the stock market works and how to trade! Calculate your specific financial independence number, how much you should invest in stocks to get there, which type of stocks and how long it will take. Then we talk about index fund investing and walk through a trade together. Youāre going to grow your money by way more than the cost of the course.
WEEK 4
Set Your Target FIRE Date and Achieve it!
Learn to increase your investments over time to hit your FIRE Number in record time. We will use my proprietary goals planner to map out short and long term goals to ensure you stay on track to build the wealth you deserve. Each week has a group coaching call and this week we will celebrate success! You're never alone on this journey. Stay in touch in our private Facebook group and continue to receive high touch support!
-Best Value-
$350 Sale Price
for three 50-minute sessions
One time session
$125 Sale Price
for one 50-minute session
Join hundreds of amazing women who are building generational wealth!
Copyright @2022 www.LakishaSimmons.com