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How to go from money sitting in savings to a portfolio you actually understand

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1:02:18

Next step

Apply for The Owner's Circle

Answer four quick questions. If it's a fit, you'll book a call with Mabel's team right here.

Where's most of your money sitting right now? *

Choose the one that fits best.

A In a savings account, not doing much B In a 401(k) I've never really looked at C In a few stocks or funds I picked on my own D I'm not saving or investing yet

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What would make the next 90 days a win for you? *

Pick the closest one.

A Opening my account and finally making my first buys B Understanding what I already own and why C A plan I can keep adding to every month D Learning to read a company and pick for myself

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Roughly how much are you planning to invest over the next 12 months? *

There's no wrong answer. It helps the team prepare.

A Under $1,000 B $1,000 to $5,000 C $5,000 to $25,000 D More than $25,000

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The Owner's Circle is a 90-day program with personal coaching, and it's an investment in you. If it's a fit, are you ready to start? *

Be honest, it helps the team prep for your call.

A Yes, I'm ready to start now B Yes, within the next month C I'd need to plan for it first D I'm just exploring for now

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