Your Money Is Invested… But Is It Positioned to Build Wealth?
A private 1:1 portfolio review for women who want to know whether their 401(k), Roth IRA, taxable brokerage account, and/or SEP-IRA are truly aligned with their goals, risk profile, and desired returns.
You've started investing. Now it's time to make sure your money is actually working for the life you're building.
Book Your Portfolio Audit
Investment: $500
You May Have Investments… But Do You Have Alignment?
Smart, high-earning women are contributing to accounts and choosing funds. But many still wonder if it's truly working.
Am I invested strategically?
Your funds may exist, but do they match your actual goals and timeline?
Is my risk level right?
Market swings hit different when your portfolio isn't calibrated to your comfort level.
Are my accounts working together?
Multiple accounts without coordination can work against each other.
Are my return expectations realistic?
Hope is not a strategy. Clarity about returns changes everything.
Owning investments is not the same as having a strategy.
The Portfolio Audit Gives You Strategic Clarity
A private, 1:1 review designed to help you understand your current investment setup — and whether it aligns with your goals, investor profile, and wealth-building vision.
For the woman who refuses to guess
You don't want to blindly hope your portfolio works. You want to understand what you own, why you own it, and whether it supports where you're going.
What makes this different
This isn't generic information. It's a focused, personalized session built entirely around your accounts, your goals, and your financial picture.
What's Included
Inside The Portfolio Audit
During this session, we review your portfolio through the lens of alignment, strategy, and education.
Your Investor Persona
We identify your risk posture, time horizon, and long-term vision so your portfolio reflects your real relationship with money.
Your Goals for Your Money
We clarify what your money is meant to do — retirement, lifestyle freedom, legacy, or future wealth milestones.
Your Current Portfolio Setup
We review your 401(k)s, Roth IRAs, brokerage accounts, and SEP-IRAs to assess how they fit your broader financial picture.
Your Return Expectations
We examine whether your growth expectations align with your timeline, strategy, and the realities of the market.
What You Walk Away With
One session. Real clarity. A smarter lens on the money you've already worked hard to build.
Portfolio Clarity
A clear picture of what you own and how it's positioned.
Risk Profile Insight
A better understanding of your true comfort with risk and volatility.
Goal Alignment
Insight into whether your accounts are working toward your goals.
Return Perspective
An informed view of what realistic portfolio growth looks like for you.
Financial Confidence
The confidence to ask better questions and make more empowered decisions.
Because confidence grows when confusion leaves.
This Is For You If…
Yes, This Is For You
You have investment accounts but aren't sure they're set up strategically.
You want to understand your portfolio without the jargon and confusion.
You are serious about building wealth with clarity and intention.
This Is Not For You If…
Not the Right Fit
You want someone to directly manage your money for you.
You are looking for licensed financial advisory services.
You are not ready to review your portfolio honestly and strategically.
Important to Know
Transparency You Can Trust
The Portfolio Audit is an educational and strategic portfolio review experience.
Myrna Laine-Hyppolite is a financial wellness coach and wealth strategist with over 30 years of finance experience. She is an ivy-league graduate with a bachelor's and master's degree from Dartmouth College.
She is also CFO for a network of approximately 100+ charter schools.
As a former equity research analyst and financial advisor, she is well equipped to help you better understand your portfolio and become more informed, confident, and empowered in your financial decision-making.
Frequently Asked Questions
Your Questions, Answered
Is this investment advice?
No. The Portfolio Audit™ is an educational and strategic review. You make your own investment decisions.
What accounts can be reviewed?
401(k)s, taxable brokerage accounts, Roth IRAs, and SEP-IRAs can all be included in your review session.
Who is this best for?
Women who already have investment accounts and want to understand whether their portfolio aligns with their wealth-building plans.
Investment: $500
One 60-minute session. Real clarity. A smarter lens on the money you've already worked hard to build.
Stop leaving your wealth to chance.

🔒 Private. 1:1. Personalized to you. Reserve your spot today.
All purchases are final and not refundable.