investor prep
SCHOOL
A beginner-friendly investing roadmap for building an automated system that works quietly in the background — so you can grow your money without constant monitoring or overwhelm.
CREATED BY
Jessica Tolar
A comprehensive, step-by-step program designed to help you understand what you can realistically afford to invest, build an emergency fund that reduces risk, learn the fundamentals of investing, and set up an automated system that supports long-term growth — without stock-picking or constant decision-making.
Your money works in the background, so you can focus on living your life.
Before we get into the details, let’s make sure Investor Prep School is a good fit for you.
Investor Prep School is for you if you want a clear system that helps reduce money anxiety, supports long-term stability, and allows your money to grow without requiring constant effort or attention.
It’s also for you if you want more flexibility in your work and life — so Sundays feel less stressful because your financial plan doesn’t rely entirely on your next paycheck.
If you are...
>> An employee who wants options beyond traditional retirement accounts and more flexibility before your 60s
>> A parent who wants to plan for your children’s future without sacrificing more of your time to earn more money
>> A beginner who wants to start investing but feels overwhelmed by jargon, unsure where to begin, and short on time
...you’re in the right place.
Investor Prep School gives you the clarity, structure, and support to build an automated investing system designed to reduce risk, free up mental space, and help your money work more steadily in the background — without stock-picking or constant decision-making.
By The End Of This Program, You Will Have…
01.
Understood the Core Concepts of Investing
Including common investing terms, what a “stock” actually represents, and how investing works in real life — without the unnecessary complexity.
02.
Clarified What You Can Comfortably Afford To Invest
On an ongoing basis — so your monthly contributions feel sustainable and compound growth can work steadily over time.
03.
Started Building an Emergency Fund
To reduce investing risk before you invest a single dollar, while giving yourself a stronger sense of financial stability and confidence.
04.
Chosen a Reputable Company To Invest on Your Behalf
So you don't have to spend valuable time reacting to headlines, trying to time the market. or researching and selecting your own stocks.
05.
Opened Your Investment Account
With licensed professionals and programs designed to act in your best interest, so you’re confident in your system and not navigating decisions alone.
06.
Automated Your Investing System
Through recurring auto-deposits into investments aligned with your goals — freeing up time, energy, and mental space to focus on your life.
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"The time and support Jess provides is incredible."
"I went from feeling overwhelmed about what to do with my money to building an emergency fund and moving forward with investing for my future goals.
Jess’s process helped me work through roadblocks, ask the right questions, and actually follow through while setting up accounts and transferring money. I wouldn’t have seen it through without her support.”
— Alyssa D.
Carly B.
"I love working with Jessica. It's refreshing to talk about personal finance with someone who can explain concepts in ways that I can understand and easily take action on."
What's inside investor prep school
MODULE 01
Investing 101
(Master the Basics)
Module 1 focuses on building a clear foundation: what investing actually is, how it works, and how people use it to grow money over time — without trading hours of their life or constantly watching the market.
Once the basics click, investing starts to feel far less intimidating and much more doable.
Module 1 Highlights:
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Learn five common types of investing and which is typically the simplest place to start
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Understand key stock market terms so concepts finally make sense
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See investing simulations that show why starting early and staying consistent matters over time
MODULE 02
See What You Can Afford to Invest
Module 2 is about clarity around your numbers. Before you can invest consistently, you need to know what’s realistic and sustainable for you — not just once, but month after month.
We look closely at income and expenses so investing fits into your life without creating stress.
Module 2 Highlights:
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Set up a simple financial dashboard that clearly shows what you can afford to invest
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Identify and remove unused or unnecessary expenses to free up cash
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Calculate how much you need in your emergency fund and how much can go toward investing
MODULE 03
Reduce Your Investing Risk
Module 3 focuses on lowering risk before you invest a single dollar. This is where you'll reduce doubt and build confidence as you start your investing journey.
You’ll put practical safeguards in place so investing feels more stable and intentional.
Module 3 Highlights:
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Begin building your emergency fund, automatically
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Learn where to store your emergency fund so it’s safe and earning more than a standard checking account
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Understand why spreading investments tends to reduce risk over time
MODULE 04
The 3 Key Decisions
Module 4 addresses the exact decision points where most beginners stall or second-guess themselves.
Together, we work through the three most important investing decisions so you can move forward with clarity instead of uncertainty.
Module 4 Highlights:
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Make your three most critical investing decisions with confidence
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Identify your investing style and how it influences your choices
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Choose the investment account that best fits your situation while avoiding unnecessary fees
Plus
Additional Support To Keep You Moving Forward
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Four weeks of live weekly Q&A sessions to get your specific questions answered
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A members-only kickoff masterclass to help you start strong and stay focused
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Guided resources and workbooks designed to reinforce learning and support follow-through
Inside Investor Prep School, You Get…
4 Implementation Modules
Guiding you step-by-step through building a simple, automated investing system designed to run in the background — without constant monitoring.
Saving & Auto-Investing Strategies
Designed to help you stay consistent, reduce decision fatigue, and keep your investing system running smoothly month after month.
A Custom Financial Dashboard
Tailored to your life and your numbers, giving you one clear place to see what you can afford to save and invest.
A Clear, Step-by-Step Roadmap
Showing you how to reduce risk before investing, calculate what’s realistic to contribute, and move forward in a way that feels steady and sustainable.
Backed By a Risk-Free 30-Day Money-Back Guarantee
If you’re anything like I was when I first started learning about investing, you want to know this is a wise decision. You’re not hesitant to invest in yourself — you just want to feel confident doing it.
Here’s how this works: Within your first 30 days, you’ll receive access to all four modules of Investor Prep School. That means you can move through the full roadmap and decide if it feels clear, supportive, and actionable for you.
If you don’t feel confident moving forward after going through the material, simply reach out and I’ll refund your enrollment. Full details are available here.
Common Questions From Other Beginners
01.
I’m Busy — How Long Does The Course Take?
If you dedicate 1–2 hours per week, most students complete the core material in four weeks. That said, you have lifetime access, so you can move at a pace that fits your schedule.
02.
Will I Need Additional Trainings To Start Investing?
No. If your goal is to start investing in the stock market with a clear, simple system, this course covers what you need to get set up confidently.
03.
I’m Nervous About The Cost — Will It Be Worth It?
Investing in knowledge often creates clarity that impacts your finances for years. And remember, your enrollment is backed by a 30-day guarantee, so you can move forward without added pressure.
04.
Do I Need Prior Experience Or Financial Knowledge?
None. We start from the very beginning and build step by step so you understand what you’re doing and why — before you ever invest a dollar.
05.
I’m Scared Of Losing Money — What If The Market Drops?
All investing involves risk. Inside the course, you’ll learn practical ways to reduce risk before investing and how to think long-term instead of reacting to short-term market swings.
06.
I Feel Overwhelmed By The Stock Market — Can I Really Do This?
Yes. You won’t be picking individual stocks. The goal is to build an automated investing system that runs in the background. You’ll learn the key concepts you need — without turning this into a second job.
01.
Investor Prep School Is For You If...
You Want More Breathing Room In Your Life
Maybe your job is demanding. Maybe money stress takes up more mental space than you’d like. You don’t necessarily want to quit your job tomorrow — you just want more options. More flexibility. More stability. And a financial plan that supports your life instead of quietly draining your energy. You’re ready to build something that works in the background so you’re not constantly running on fumes.
02.
You're Willing To Be Consistent
03.
You understand that investing doesn’t require a huge starting balance — but it does require steady follow-through. You’re not looking for shortcuts. You’re looking for a clear system you can implement and stick with. And you’re willing to put in focused effort now so your future self benefits for years.
You Know Waiting Won’t Make It Easier
There’s rarely a “perfect” time to start something new — especially when money is involved. You might still feel a little nervous. That’s normal. But you also know that clarity and action tend to reduce anxiety far more than postponing decisions ever does. If you’ve been thinking about investing for a while, this may simply be the moment you decide to move forward.
Investing Isn't Magic...
But it is a powerful tool.
When used thoughtfully, investing can help you grow your income over time and create more flexibility in how you live and work.
Without relying solely on trading hours for dollars year after year.
Maybe you want to buy a home. Maybe you want more time with your family. Maybe you simply want to feel less dependent on a paycheck. Or maybe you want additional income streams so a layoff wouldn’t feel catastrophic — and Mondays wouldn’t carry quite as much pressure.
Investing doesn’t solve everything. But it can increase your options, your stability, and your sense of control over time. And that matters.
Here’s something most beginners don’t realize: Almost no one starts investing feeling completely confident.
Most people begin with questions like:
What is investing, really?
How does it actually grow money?
What happens when the market drops?
Investor Prep School exists to replace confusion with clarity — and hesitation with a steady, practical plan.
Jess
Successful investors aren’t the loudest or the most “expert.”
They’re the ones who build simple systems and stick with them. They learn. They implement. They stay consistent. If millions of ordinary people can learn how to invest thoughtfully, you can too.
There’s room for you here. And if you decide to join, I’ll walk you through the process step by step.
All my best,
Join Investor Prep School Today
30-Day Money-Back Guarantee
30 DAYS TO EXPERIENCE THE FULL INVESTING ROADMAP
If after 30 days you don’t feel clearer about how to begin investing in the stock market, you’re free to change your mind. No pressure. No awkwardness. No matter which payment option you choose, you’re covered by the same 30-day guarantee.
If the program doesn’t feel like the right fit after you’ve gone through the material, you can cancel within the guarantee window. If you don’t feel more confident or better equipped to move forward, simply email me and we’ll take care of it. You can read the full policy for complete details.