JOIN THE SPRING 2026 WAITLIST
IN AN SMALL, INTIMATE GROUP SETTING
12 WEEKs TO FINANCIAL FREEDOM
INTENTIONAL WEALTH COLLECTIVE
Get your financial house in order?
Knowing that you understood exactly what's going on in all of your investments and retirement accounts and how they are performing?
Knowing that your wealth building ecosystem is running in the background on autopilot?
Knowing you were "on track" to meet your financial goals and retire in this life time?
Knowing that you would be able to pay that financial knowledge forward to your kids and grandkids, setting them up for financial success?
How would it feel IN YOUR BODY ...
Your not too late ...
THIS SMALL GROUP IS FOR YOU EVEN IF YOU've cashed out your 401K or feel like you are playing catch up
Whether your goal is to save for retirement or live a WORK OPTIONAL life, the key is knowing where you are at and where you are going so you can formulate a step by step plan to reach your goal.
EMPOWERED - through the clarity that comes from getting intentional, ensuring your money aligns with your goals and values.
CONFIDENT – knowing you have the clarity to move forward with purpose, knowing every financial decision you make gets you is one step closer to your goal.
LIBERATED – feeling that you are on track to create the freedom you truly want - without stress or uncertainty.
Jess Janda
NOTHING BECOMES DYNAMIC,
UNTIL IT BECOMES SPECIFIC
Because ...
Over the 12 weeks, you will ...
Get clarity on exactly what's happening in your retirement and investment accounts and open new ones if needed
Understand what your accounts are invested in how they are performing against benchmarks
Learn about the different portfolio types and how they have performed during historical market downturns
Learn about assets classes, how they drive the returns and the importance of diversification
Learn how to generate income from your investments in retirement
Have a complete picture of where you are current at & what you need to do to reach your financial goals
Retune into your values and a define clear vision for what you want your intentional life to look like
Understand your nervous system and how it impacts your ability to make financial decisions
Get complete cash flow clarity and plug all money leaks
Know your numbers and the levers you can pull to expedite your wealth building journey
Understand the different ways you are taxed, what tax brackets you are in and ways to reduce taxes over time
Understand the various investment & retirement accounts available to you & in what order to fund them
Learn How to put the systems in place to grow your wealth and map out your plan to live a work optional life
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live coaching
live
what's included
1:1 SESSIONS +
EMAIL
SUPPORT
FINANCIAL FREEDOM
PLANNER
EXCLUSIVE
FACEBOOK
COMMUNITY
WEEKLY
SMALL GROUP
SESSIONS
12 Group Sessions ($3,000)
2 Q&A | Working Sessions ($500)
Financial Freedom Planner ($99)
2x 75 min 1:1 check ins ($1,000)
Workbooks ($500)
Total Value = $4500+
plus...
TIFFANY HARELIK - ASTROLOGY TEACHER & BEE KEEPER
Words cannot convey strongly enough how TRANSFORMATIVE WORKING WITH JESS has been for me
The best investment I ever made!
Before taking Jess's class I knew how to make money and how to spend it. What I didn’t know was how to strategically work with it for my future. Jess taught me the missing foundational pieces, logistics, and framework of intentional wealth building in such a kind way. All barriers like shame, guilt, and embarrassment were addressed with dignity.
MARY BLESSING - NURSE PRACTITIONER
I WAS TIRED OF GUESSING. THE INVESTMENT I MADE IS WORTH MY PEACE OF MIND 1000%!
The peace of mind has been priceless
When I decided to take Jess's class, my goal was to get more clarity on how to prepare for retirement and to know if we were saving enough for retirement. After taking her class, I gained so much more than that!! . She saved us from losing hundreds of thousands of dollars to fees I didn't know about and to help me get back on track so the money was on my side of the ledger.
Jess Janda - FORMER WALL STREET ARCHITECT TURNED Financial EDUCATOR
Whether you are just starting out on your wealth building journey or recommitting to it, I am excited to teach you EVERYTHING I know.
You are not too late
Learning to master our money and build wealth on autopilot has led to so much confidence and freedom. And it all started with putting the right systems. Doing this has allowed us reach financial independence in our mid 40s.
AMY GUERRERO - EMOTIONAL SOBRIETY, SOMATIC & PARTS WORK COACH
Jess is an absolute force of wisdom, love, facts, and deep transformation when it comes to money!
Starting over at 45 as a single woman
As an entrepreneur and leader who loves taking big risks, I’ve found Jess to be the perfect guide, balancing my impulsive nature with a clear, step-by-step plan for long-term wealth. Jess helped me create a financial strategy that feels aligned with where I’m at. Her approach is grounded, intentional, and reveals the financial systems we should have learned long ago. If you’re ready to shift your relationship with money and gain clarity and confidence in your wealth, Jess is the mentor you’ve been waiting for.
WeeK 1
GET INTENTIONAL
- Retune into YOUR core values (as you may have gotten away from them over the years) so you can use them as a guiding light to make all decisions over the 10 weeks
- Define your ideal day, where you want to living and who you want to be surrounded by
- Bucket all the experiences you want to have broken out by decade so we can integrate them into your financial plan
- Get clear on your first 3-5 financial goals
Week 2
GET REGULATED
- Understand the primary 3 states of your nervous system
- Map the state of your nervous system to the way you relate to food, sleep, technology and ultimately money
- Learn how being in regulated state improves your ability to make financial decisions and build wealth from a place of confidence
- Learn how to shift your nervous system state from financial survival to financial freedom
WEEK 3
GET ORGANIZED
- Pull all of your wealth building related accounts into one place in your Financial Freedom Planner for review
- Review ways to start simplifying your current financial ecosystem to create greater mental freedom
- Review your most recent credit report for accuracy
- Optimize credit card and savings account interest rates
- Put systems in place to protect your financial ecosystem from fraud, theft and impersonation
Week 4
GET CLARITY
- Use your Financial Freedom Planner to understand exactly where your money is going so you can make informed financial decisions (a system I am been using to help clients since 1999)
- Do a line item review of your inflows and outflows to ensure they are in alignment with your core values
- Easily identify recurring expenses that can by cancelled or renegotiated so that you can redirect that spending towards funding your intentional life goals
- Put an optimized plan in place to pay off debt (if applicable)
WEEK 5
UNDERSTAND YOUR NUMBERS
- Leverage your Financial Freedom Planner in conjunction with financial tracking software to easily compare what you think is happening to what's actually happening with your money
- Understand the numbers you need to know to to achieve financial freedom
- Discover your Freedom Dashboard which will contain all of your key financial freedom numbers - SO FUN!
- Learn about the various levers you can pull to expedite your path to financial freedom
Week 6
UNDERSTAND THE FRAMeWORK
- Learn about all the different retirement and investments accounts available to you, what they are used for and how they differ based on tax consequences and availability
- Learn which order to fund those accounts aka "The Intentional Wealth Framework"
- Learn how do projections in those accounts to get a clear understanding how long its going to take and how much you need to contribute to each account to reach your goals
WEEK 7
PUT YOUR FRAMEWORK IN PLACE
- Identify which retirement and investment accounts accounts align with your goals (you may already have some in place) and open new ones where needed
- Understand what stocks and funds those accounts are invested in and what fees are associated with them (aka are you getting screwed?)
- Understand your account return/performance
- Learn ways to simplify and optimize them
Week 8
ASSET CLASSES & PORTFOLIO CONSTRUCTION
- Learn about asset classes (stocks, bonds, real estate and alternatives etc.)
- Unpack the asset types within the asset classes (e.g. stocks = large cap, small cap, growth vs value, international etc.)
- Learn about the importance asset location (aka which account to hold them in for optimal tax savings)
- Learn about the importance asset correlation aka diversification as a hedge for risk
- Unpack portfolio withdrawal strategies in retirement
WEEK 9
INVESTING
- Learn the psychology behind passive vs active investing and historical market trends
- Learn the difference between investing in individual stocks vs broad market funds
- Learn how to identify the fees associated with each fund
- Learn how to invest in low cost, broad market index funds to meet your determined asset allocation and reach your financial goals
Week 10
BUILD YOUR PLAN & AUTOMATE
- Get clarity on your income streams in retirement (pensions, social security, other)
- Learn how to maximize your social security benefits
- Map out your future expenses and income streams in retirement by by age/year
- Build out your plan and understand the exact next steps you need to take
- Automate your plan and LIVE YOUR INTENTIONAL LIFE!
JOIN THE SPRING 2026 WAITLIST
$1,199
two payments
Includes all Sessions, Workbooks, Community, Replays &
Financial Freedom Planner
$2,197
one-time payment
Saves $200, Includes all Sessions, Workbooks, Community, Replays &
Financial Freedom Planner
Invest in yourself...
10 Group Sessions ($3,000)
2 Q&A | Working Sessions ($500)
Financial Freedom Planner ($99)
2x 75min 1:1 check ins ($1,000)
Workbooks ($500)
Total Value = $4500+
AMAZING BONUSES
here's a recap of what's included...
WEEKLY COACHING SESSIONS
FACEBOOK GROUP
FINANCIAL FREEDOM PLANNER
2 x 75 MIN 1:1 SESSIONS + EMAIL SUPPORT
INTENTIONAL WEALTH COLLECTIVE STUDENT PORTAL
Hi! I'M Jess - FORMER WALL STREET ARCHITECT TURNED Financial EDUCATOR
Meet Jess
- That every woman has the power to take control of her financial future, no matter where she’s starting from
- That putting your financial ecosystem in place is the key to building wealth and creating freedom
- In deconstructing complex personal finance and investing topics and teaching them in an empowered and actionable way
As a virgo, I spent my entire corporate career in both the finance and investment management spaces and I can't wait to teach you how to systematize, expedite and automate your wealth building.
as featured in...
Frequently Asked Questions
Plan on blocking out 75 mins on your calendar for each of the 8 group sessions. The length of the 4 Q&A | working sessions are based on the questions that arise and are optional.
how long are your coaching calls?
As a Virgo, my zone of genius is efficiency and systems. Where ever you are starting from, is right where you need to be. The collective is a guilt + shame free container. You will leave each session feeling safe, confident and empowered and with actionable next steps needed to reach your financial goals.
WHAT IS YOUR COACHING STYLE?
Yes, I offer a pay in full and 2 split payment options for the collective.
do you OFFER payment plans?
Once you join the collective there are no refunds.
Do you have a refund policy?
No, only me and you will have access to your data in your Financial Freedom Planner. You are free to share as little or as much as you want on the Q&A | working sessions and in the Faceboook community.
DO I HAVE SHARE MY FINANCES WITH THE GROUP
naomi Zhang - creative social strategies
Kim's program is insane!
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cheyenne carter - Streamline virtual solutions
I can't believe my growth!
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JOIN the SPRING 2026 WAITLIST
READY TO PUT THE SYSTEMS IN PLACE TO GROW YOUR WEALTH?
It's now or never...
Join the waitlist
Intentional Wealth Collective SPRING 2026
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