4 Weeks To A Retirement Plan You (Actually) Understand

For women in their 40's, 50's and 60's — build a simple, stress-free portfolio that works for you! Map out a clear path to financial freedom — without the overwhelm (or the expensive advisor).

Quiet Wealth Academy is a live, small group investing program helping women in their 40's, 50's and 60's, finally understand what's in their retirement accounts, make their money work harder for them — and build an effortless investment strategy — in just 4 weeks

NEXT GROUP STARTS

June 1, 2026

APPLICATIONS OPEN

May 15, 2026

DURATION

4 weeks

DOES THIS SOUND FAMILIAR?

No one taught you how to invest or save for retirement. And now you feel like it's too late to start.

You've probably thought some of these things once (or 100) times...

  • Not knowing where to start: How do you know if you're doing it right? If you have the correct accounts set up, and prioritized for growth, income or both?

  • Fear of losing everything: You've heard the horror stories of the 2008 housing crash, COVID and tariffs. But how do you build a system with rules so you can remove uncertainty, hesitation, and emotional decision-making?

  • Will it be enough: How much do you actually need in order to retire comfortably and have your money last as long as you do? What if you want to retire early or leave something behind for future generations?

But What If You Could...

  • Be financially secure (for life): So you never have to stress about money again?

  • Build long-term wealth: The kind that supports not just you and your dreams, but your aging parents, kids - so that you all can live comfortably.

  • Have ultimate freedom: It's not about the number. It's about living life on your terms. Free from having to work until you die. Free to pursue your interests without guilt, without worry.

INTRODUCING

QUIET WEALTH ACADEMY

4 WEEKS. 1 HOUR PER WEEK. LIVE SMALL GROUP.

Week 1: Foundation & Clarity

You’ll figure out what type of investor you really are, your risk tolerance, and decision framework that fits your style so emotions stop driving your choices.

You'll learn how long-term investing actually works and why simplicity beats complexity.

Week 2: Building & Automation

You’ll build a diversified portfolio, optimize your accounts, and automate contributions so your system works in the background.
​
​No theory here. We make sure you have a real, functioning portfolio.

Week 3: Tax-Efficiency & The Stress Test

We walk through volatility, bull and bear markets, income planning, and tax-efficient withdrawals.

You'll learn exactly what to do and what not to do when markets test your system and your discipline.

Week 4: Real World Prep

We bring everything together with in-depth portfolio reviews, structured feedback, and a long-term roadmap so you know exactly how to move forward beyond the program.
​
​​This is where your plan becomes something you can rely on with confidence for years to come!

What Past Students Are Saying...

"Charlie helped me open a Roth IRA with Fidelity, guided age-appropriate diversification, and I’ve already seen more growth since her help than in the past year and a half. I will definitely be seeking her expertise in the future!"

Pattie

"It really broke down what investing is and how to start. I wish I had this information in my 20s and started earlier, but Charlie taught me that I still have time on my side. I’m not as anxious about retirement and actually have a plan to build wealth."

Tracey

"I decided to join Quiet Wealth Academy and I am so glad I did! I needed hand holding to make the move and the workshop offered that and more. After completing the 4 week course I feel like I have a good foundation and road map to work from. I have resources to continue my learning. I have opened the brokerage account and made some purchases and can’t wait to get my bonus money this week and complete some purchases with the knowledge I have now! I am tracking my spending and am very motivated to continue and am planning to help my daughter get a Roth IRA going too. Thank you Charlie for everything, I am happy I found you."

Kelly

"I feel SO fortunate to have come across Charlie's content. As a first-generation Latina, discussing money and finances can be uncomfortable and scary. Yet, Charlie's content has made learning about finance enjoyable and less daunting. I feel empowered to start thinking more seriously about my financial future and feel safe doing so. After meeting with Charlie 1:1, I feel so much more confident that I can achieve financial independence. I opened up Roth IRA for my mom and I and will read a few books she recommended. Thank you Charlie for sharing your knowledge - you are changing lives through your content and kindness."

Leslie

"This is the best personal investing program I have ever come across. I am in my 40s and late to the game of investing. Just trying to figure it out all is overwhelming. You have been the only one who seems to make it understandable or where to start. I was nervous, but you've given me the confidence to take that next step. Thanks for all you do!"

Laura

"I’ve already seen more growth since her help than in the past year and a half!! I didn’t have any doubts. I asked questions, she responded. It was a natural trust. I felt. I trusted my gut and it didn’t fail me."

Debbie

THE 'QUIET WEALTH SYSTEM'

EVERYTHING YOU GET INSIDE..

  • 4 Weekly Live Coaching Calls (60 Minutes Each) – Live Google Meet sessions where we walk through each phase of the system, answer questions in real time, and make sure you’re applying everything correctly.

  • Recorded Modules For Convenient Viewing – All calls from each week are recorded so if you can't make it live, you have all the material recorded to view when you can - PLUS you get lifetime access!

  • Private Cohort Community – A small, focused group of like-minded women going through the program together for accountability and discussion.

  • Asset Allocation And Risk Assessment Tools – Tools that help you determine how much risk makes sense for you and how your portfolio should be structured around that.

  • ​Rebalancing And Contribution Frameworks – Clear rules for when (and how) to rebalance, and how to invest consistently, without guessing or reacting to headlines.

  • Withdrawal And Income Planning Tools – Frameworks to help you think through when to buy, when to sell, and when to do nothing. Plus how to sustain your investments long-term as your portfolio grows.

  • Portfolio Review And Long-Term Roadmap – A structured review of your plan and a clear roadmap so you know exactly how to move forward after the program ends.

This is a complete breakdown of everything included in the program. Each part is designed to remove guesswork, build confidence, and help you apply a clear, repeatable investment system you can rely on long after the live group ends!

BONUS 1

The "Am I On Track?" Retirement Calculator

(Total Value = $144)

A simple tool to show whether your current savings rate gets you to your target retirement age, and exactly how much you'd need to close any gaps.

WEEK 1

Foundation & Clarity

Answer the questions: "What type of investor am I?" and "How much risk am I willing to take?"

Learn the mindset shifts needed to ignore the noise and keep things simple.

WEEK 2

Building & Automation

Learn how to tell if your portfolio is diverse enough to handle market resets, and create a fully automatic investment system so you never worry or forget about it again.
​
​No cookie-cutter accounts. Your portfolio is personalized to you, your time horizon, and your financial goals.

WEEK 3

Tax-Efficiency & The Stress Test

We cover asset location, the difference between ordinary and qualified dividends, how to build positions that generate real income now, and when a reallocation makes tax sense versus when to leave things alone.

You'll leave with clarity on how stock market taxes work, and a clear roadmap on how your investments can earn you more income.

WEEK 4

Real World Prep

Everything from the first three weeks comes together here. You'll leave with a written, personalized investment strategy aligned with your timeline, your goals, and your risk tolerance.

BONUS 2

The "What To Ask Your CPA" Guide

(Total Value = $397)

A 1-page reference of specific questions to bring to your next tax professional meeting, organized by your situation.

WHO IS THIS FOR?

  • You already invest, but still feel uncertain if everything is set up correctly

  • You want a simple, long-term ETF strategy you can manage with confidence

  • You’re tired of reacting to headlines, market noise, and conflicting advice

  • You value clarity, structure, and rules over complexity

  • You want guidance and accountability, not another generic piece of information

WHO IS THIS NOT FOR?

  • You're looking to day trade, chase crypto, or get rich quick

  • You want someone else to manage your money for you

  • You enjoy constantly tinkering, tweaking, and second-guessing your portfolio

  • You’re looking for hype, predictions, or performance promises

  • You prefer complex strategies over simple, repeatable systems

  • You’re not willing to follow a long-term plan through different market conditions

A little about me...

  • 100K+ followers across social media

  • 14K+ email subscribers

  • 16 years personal investing experience

  • Hundreds of women investors supported

  • ♾️ fiction books read and cold brew coffee cups consumed

WHAT MAKES QWA DIFFERENT?

In case we haven't met yet, hi I'm Charlie! 👋🏻

I'm a 38-year old, completely self-taught investor who built a multiple six-figure portfolio from $0.

I hit 7-figures in net worth by the time I turned 35 — starting out with a $33K salary (no trust fund or family money here!).

Just a dream to make enough to exit my 9-5, have more freedom, and not have to work until I die.

I've spent the last three years, and 1,000's of hours compiling everything I know — so you don't have to!

That's why I put EVERYTHING women investors in their 40's, 50's and 60's need to know to build confidence, grow real wealth, and work only if you choose to, not because you have to.

Quiet Wealth Academy is the calm, clear, no-nonsense program I'd wished I'd had at the beginning of my investing journey.

No jargon. No judgment. Just quiet, step-by-step guidance.

More Student ❤️...

"I wish I had this growing up! You present in such detail as a real person. I love how you share your first-hand experiences and use personal examples. "

Jessica

"Single mom here who was never taught about investing or finances. I'm trying to build wealth to give my son a good life. Your program has been SO helpful!"

Lauryn

"I don't have family that taught me about finance/investing/retirement etc. I'm not dumb, but I didn't know where to start. I was so intimidated and had no one to trust or guide me. I just can't thank you enough!"

Wanda

"This program is fantastic! No one has broken it down this simply. I've asked so many people in the past and they just talked in circles. This is the first time I've understood how to invest and grow my money."

V

QUIET WEALTH ACADEMY

What you'll get:

  • 4 Weekly Live Coaching Calls (60 Minutes Each)
    (Total Value = $2,999)
    Live Google Meet sessions where we walk through each phase of the system, answer questions in real time, and make sure you’re applying everything correctly.

  • Recorded Modules For Convenient Viewing
    (Total Value = $197)
    All core lessons and calls from each week are recorded so if you can't make it to a live call, you have all the material recorded to view at your convenience.

  • Private Cohort Community
    (Total Value = $777/year)
    A small, focused group of like-minded investors going through the program together for accountability and discussion.

  • Asset Allocation And Risk Assessment Tools
    (Total Value = $397)
    Tools that help you determine how much risk makes sense for you and how your portfolio should be structured around that.

  • ​Rebalancing And Contribution Frameworks
    (Total Value = $397)
    Clear rules for when to rebalance and how to invest consistently, without guessing or reacting to market noise.

  • Withdrawal And Income Planning Tools
    (Total Value = $197)
    Frameworks to help you think through income, withdrawals, and long-term sustainability as your portfolio grows.

  • Portfolio Review And Long-Term Roadmap
    (Total Value = $2,997)
    A structured review of your plan and a clear roadmap so you know exactly how to move forward after the program ends.

  • BONUS 1: The "Am I On Track?" Retirement Calculator
    (Total Value = $144)

    A simple tool with a walkthrough showing whether your current savings rate gets you to your target retirement age, and exactly what closing any gap would require.

  • BONUS 2: The "What To Ask Your CPA" Guide
    (Total Value = $397)

    A 1-page reference of specific questions to bring to your next tax meeting, organized by your situation.

1-Time Investment:

$397

$8,500

USD

Cohort capped at 30 women.
Applications close May 15, 2026.

Save Your Spot

30 Day, 100%
Money Back Guarantee...

Complete all four weeks of Quiet Wealth Academy and if you don't walk away knowing exactly what you own, why, and what your next move is — I will personally work with you until you do.

No time limit. No additional charge.

I make this promise because I've seen what happens when a smart woman finally gets a clear explanation of how her own money works.

She just needs this one moment of clarity — and then she's off.

My job is to make sure you get that moment. If the cohort doesn't deliver it, I will personally make sure you do.

And if you complete the first two weeks and don't feel like this was built for you — I'll refund every penny.

No questions. No awkwardness.

FAQs

GOT QUESTIONS?

Q:

What if I have no investing experience?

A:

No problem! Week 1 starts from the beginning — a complete account audit that works whether you've been investing for 20 years or 20 days. You don't need to come prepared. Coming confused is exactly right.

Q:

I've tried learning this stuff before and it didn't stick.

A:

In my experience, most financial education fails because it's passive — you watch something, feel informed, and then don't know what to actually do with your specific accounts.

This cohort is built around action. Each week has one clear thing to implement. You're not just learning. You're doing it, with a room full of women doing it alongside you.

Q:

What if I'm worried I won't have time?

A:

Every session is one hour per week for four weeks. And every session is recorded the same day with lifetime access. If life happens during a week, you catch up on your own schedule. Nothing is ever lost.

Q:

What if I feel like I'm too old/too late for this to make a difference?

A:

You're not.

The best time to have started was 20 years ago. The second best time is now.

A woman who is 52 today with $150K invested and 13 years until retirement has more compounding runway than she thinks — especially once she stops paying fees she didn't know she was paying and starts making her money work more efficiently. The question isn't whether it's too late. The question is whether you're going to keep waiting.

Q:

How do the weekly calls work? What happens if I can't attend them live?

A:

The weekly group calls are hosted via Google Meet. There’s a calendar that states when each call is (we host one per week, always at the same time to keep things consistent for people's busy schedules), how you can submit questions, how you can join the call, etc.

It’s just one click to join and you don’t have to download anything. The replays are posted immediately following the live sessions. If you can’t make it live you can still submit your questions ahead of time and watch the replay for the answer, and also to learn from the other students' questions as well.

Q:

What if I'm worried I won't have time?

A:

Every session is one hour per week for four weeks. And every session is recorded the same day with lifetime access. If life happens during a week, you catch up on your own schedule. Nothing is ever lost.

Q:

What if this isn't right for me?

A:

Complete the first two weeks. If you don't feel like this was built specifically for you and your situation — I'll refund every penny. No questions. No awkwardness.

Earnings Disclaimer: Any income examples, screenshots, or testimonials on this page represent real experiences from Charlie and/or my students. These results are not typical and are not a guarantee of what you will earn. Your results will vary based on your niche, your effort, and many factors outside our control. Quiet Wealth Academy teaches strategies and systems, but success requires consistent implementation.

Need More Help?

Get in touch:

charlie@buildingquietwealth.com