A 4-week investing and personal transformation intensive for women who are ready to do more with their money, understand their financial choices, and build wealth with confidence.Â
You've worked hard to make money. Now learn how to make it work for you.
Build your investing knowledge. Change your relationship with money. Become a woman who makes confident financial decisions.
If you are a high-performing woman who has spent years carrying responsibility and want to become more intentional about who they are, what they want, and how they use their resources. This is for you.
Two experts. Two powerful approaches. One investment in your future.
$2,500 | Limited to an Intimate Group of Women
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Join the Intensive NowYou've made the money. But what's next?
Maybe you've built a successful career, grown a business, saved consistently, or accumulated investments over the years.
You have money in the bank, a retirement account, perhaps a few stocks or ETFs.
But how confident are you about what happens next?
Do you know how your portfolio is structured and why? Are you making decisions based on a strategy, or relying on what someone else recommends?
Maybe you've been thinking about investing more but keep putting it off because you're afraid of losing what you've worked so hard to build.
Or perhaps you've realized that even though you make good money, you still feel the need to justify spending it, worry about losing it, or question whether you're doing enough.
What if you could understand both how your money works and why you make the financial decisions you do?
That's exactly what we created this intensive to help you explore.
Investing knowledge meets the woman behind the money.
Most investing courses teach you about markets, stocks and portfolios.
Most personal development programs focus on your beliefs, experiences and behavior.
We believe both matter.
Because you can learn how to build a portfolio and still be afraid to invest.
You can understand risk and still panic when the market drops.
You can earn six figures and still believe you should be grateful for what you have instead of asking for more.
And you can accumulate significant wealth without ever feeling confident making decisions about it.
Financial knowledge gives you tools. Self-trust helps you learn how to use them.
Over four weeks, we'll bring both together.
You'll learn practical investing concepts with Dr. Sami while working with Jessica to uncover the money stories, inherited beliefs and personal patterns that may be influencing your financial choices.
Our goal isn't to tell you what to do with your money.
It's to help you become more knowledgeable, intentional and confident about the decisions you make.
Dr. Sami — Investing, Markets & Wealth Strategy
Scientist, educator and founder specializing in smarter investment decisions, portfolio strategy, risk management and the practical application of AI in financial markets.
Dr. Sami brings a structured, evidence-based approach to understanding how capital works, managing investment risk and building a repeatable investment process.
Through DRT, she teaches investors to understand their portfolios, evaluate opportunities and approach financial markets with discipline.
Jessica Baker — Money, Self-Trust & Personal Transformation
Jessica Baker is a trader, investor, author, coach and cowgirl who mentors under Dr. Sami.
With more than 22 years of experience in Fortune 500 sales and leadership, Jessica has spent her career negotiating multimillion-dollar deals, making complex business decisions and helping people achieve bigger goals.
Today, she combines her experience in business, investing and personal transformation to help women understand how their past experiences influence the decisions they make about money, relationships, careers and the lives they want to build.
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What You'll Learn Over Four Weeks
PART ONE — BUILD YOUR WEALTH
With Dr. Sami
Session 1: Investing Foundations & Giving Your Money a Purpose
Learn the fundamentals of investing, how different assets work together and how to think about structuring capital around your financial goals.
We'll explore stocks, ETFs, portfolio construction, diversification and how to develop a more intentional approach to investing.
Session 2: Understanding Options, Income Opportunities & Risk
Explore how options work, including covered calls, cash-secured puts, assignment and the relationship between potential income and investment risk.
Learn why understanding risk, position sizing and portfolio exposure matters as much as identifying opportunities.
Session 3: Advanced Wealth Strategies & Accessing Capital
Explore wealth-building concepts used by experienced investors, including long-term asset ownership, the "buy, borrow, die" strategy and securities-backed lines of credit (SBLOCs).
Understand the potential benefits, limitations, borrowing costs and risks, including collateral requirements and forced liquidation.
Session 4: Your Investing Process
Bring the investment concepts together into a repeatable framework for evaluating opportunities, managing risk and making more informed portfolio decisions.
Includes a private 30-minute educational portfolio audit with Dr. Sami.
PART TWO — BECOME A WEALTH EMBODIED WOMAN
With Jessica Baker
Week 1: Your Money Story — Where It All Began
Before you ever earned your first paycheck, you were learning about money.
Maybe you grew up watching your parents struggle. Maybe money was something people fought over, controlled, feared or rarely talked about.
Those experiences can influence how you think about earning, spending, saving and investing today.
In this session, we'll explore your personal money history and identify how past experiences may be influencing your financial decisions.
Homework: Your Money Experience Map™
Week 2: The Rules You've Been Living By
Have you ever thought, "I should just be grateful for what I have," even when you wanted more?
Or felt guilty spending money on yourself, nervous asking for a raise, or afraid to make a financial decision without someone's approval?
We'll uncover the Invisible Agreements™ and The Unwritten Rules™ that may be influencing your relationship with wealth.
You'll examine which beliefs still serve you and which ones are limiting what you want for your future.
Homework: Your Invisible Agreements™ & Money Rules Assessment
Week 3: Risk, Fear & Trusting Yourself
What happens when you have to make a financial decision and there's no guarantee of the outcome?
Do you overthink? Avoid? Ask everyone else's opinion? Change your mind repeatedly?
We'll explore how your past experiences and emotional responses influence the way you evaluate risk, uncertainty and opportunity.
You'll learn how to recognize familiar patterns and develop a more intentional decision-making process.
Homework: Your Money Decision Patterns Exercise
Week 4: Become a Wealth Embodied Woman
It's time to bring everything you've learned together.
Who is the woman you want to become when it comes to money?
How does she make decisions? What does she believe about herself? What does she want to build, and what is she willing to do differently?
We'll take the work you've done over the previous three weeks and turn it into a personal framework for your next chapter.
You'll identify the beliefs you're ready to change, the decisions you want to make differently and the financial goals you want to pursue with greater confidence.
Homework: Your Wealth Embodiment Blueprint & 90-Day Action Plan
Your Personal Bonuses
BONUS 1 — Private Portfolio Audit With Dr. Sami
A personalized 30-minute educational session to review your current portfolio structure, discuss investment risk and identify areas where additional knowledge or planning may support your goals.
BONUS 2 — Private Money & Self-Trust Strategy Session With Jessica
A personalized 30-minute session to examine a money pattern influencing your decisions.
Together, you'll identify one limiting Invisible Agreement™, explore how it shows up in your financial life and develop a practical next step toward making decisions with greater self-trust.
Everything Included in Your Intensive
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Four 90-minute investing and wealth education sessions with Dr. Sami.
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Four 60-minute money and self-trust sessions with Jessica Baker.
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A private 30-minute portfolio education session.
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A private 30-minute Money & Self-Trust Strategy Session.
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Weekly homework and guided reflection exercises.
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Investing workbook and risk-management checklists.
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Money Experience Map™, Invisible Agreements™ exercises and Wealth Embodiment Blueprint.
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Teaching session replays.
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Your personal 90-day action plan.
That's 10 hours of group education and two private sessions, plus your workbooks, exercises and implementation tools.
Join the Intensive NowThis Intensive Is for You If…
You've worked hard to earn and save money, but you want a clearer strategy for what to do with it.
You have savings, retirement accounts, investments or other capital you'd like to manage more intentionally.
You want to learn about investing without being overwhelmed by financial jargon.
You recognize that some of your financial decisions may be influenced by fear, self-doubt or beliefs you've held for years.
You're ready to stop relying entirely on other people's opinions and develop your own understanding of money and investing.
And you want more than another course full of information.
You want to put what you learn into practice.
Your Investment
$2,500
One enrollment. Two experts. Four weeks.
You'll receive both the investing intensive with Dr. Sami and the Money & Self-Trust experience with Jessica Baker.
We're limiting the founding group to 4–6 women to allow for meaningful conversation, individual attention and personalized support.
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Educational content only. Investing involves risk, including possible loss of principal. No guaranteed investment returns or financial outcomes. Options and securities-backed borrowing carry additional risks and are not appropriate for everyone. Personal development sessions are not a substitute for mental health treatment.