For the first-gen Latina who wants to invest but doesn't know where to start
Learn How to Invest Step by Step. Without the Finance Bro Jargon
And you don't need $500 or a small loan of a million dollars to get started.
As a first-gen Latina, you know it's extremely important to invest. Aside from doing it for your own retirement, you may also be your parents’ retirement plan.
Plus, you want to pass this knowledge down to your kids and siblings. They look up to you!
But you've never really had any guidance on investing. Our cultura doesn't talk about money and thinks investing is a dangerous game to play.
It's also hard to trust that other people outside our community have our best interest in mind.
That's why even after watching a video or two about investing, you feel overwhelmed and confused with all the information. The most stressing part of all of this is that you know you're intelligent and a chingona. So, why isn't this clicking?
So then you think:
“Maybe investing is not for me”
No, amiguis. Investing is for everyone, especially for first gen Latine who didn’t get generational wealth passed down.
So to show you why you need to invest, I’m giving you access to one of the lessons inside my investing course for free.
Access The “Why You NEED to Invest” Video Lesson Now
You’ll learn:
✅ Why investing is crucial to achieving financial freedom and not working forever
✅ What inflation and compound interest mean for the future of your money
✅ Why you can’t count on social security income or pension
"I love Gigi's course! And I'm ready for more. It's a great jumpstart for someone like me that feels so behind learning about investing.
Gigi's relatable, funny, & straight to the point. Since I'm not familiar with some of the terms, there's helpful visuals and quizzes to help organize the content in my brain. Then at the end there's bonus clips that include resources and tools I can empower myself and even my own clients. I also appreciated that she normalized me not knowing about money and affirmed that I am capable to do more with the little that I have. The course has definitely inspired how I want to transform my relationship w/money."
- Violetta F.
"I absolutely recommend Gigi's course for the first gen and anyone who doesn't understand investments. I'm going to continue my research on specific stocks and mutual funds so I can diversify my portfolio. I'm also going to automate my investments so I don't forget to add to my portfolio. I've already started telling my primas about investment options for their kids. We need to prepare the next generation so they don't start from 0 like most of us did.
Thank you, Gigi, for such an informative course.
I can't wait for your book!"
- Stephanie F.
If you think you're behind on your investing journey, you're not alone
It's annoying to hear "how easy" it is to invest and build wealth when it comes from someone who doesn't have a similar background to yours.
Plus, they expect you to know wtf they mean when they throw all the finance bro jargon at you.
Some of these finance influencers might come from a privileged background and don't understand what it means to grow up with financial instability.
They don't understand some of the trauma that comes with money. They just don't get it.
But the problem is still there:
- You feel embarrassed asking for help because you feel like you're going to ask a stupid question
- You're worried about throwing away the money you worked so hard for
- You're not sure you're ready. Should you save first or pay off your debt?
- You don't know what accounts you're supposed to have
- You're afraid you need to have a lot of money to invest
- There's too much information and sketchy advisors
- The investing terminology is hard to understand
- You're intimidated to take that first step
- You don't know what to invest in
You just don't know what you don't know. 🤷🏽♀️
So you start overthinking everything and end up not taking action because you're overwhelmed.
And I don't blame you!
You want your future to be financially secure so you can retire at a reasonable age instead of 85.
You might even want to retire early!
That’s why I made it my personal mission to set you up for financial success so you never say, “that’s not for me” when it comes to your money.
And so that you can finally:
- Gain more confidence in investing, coming from someone you can relate to. Someone who gets it
- Have your own back, especially now that social security income and pensions are becoming extinct
- Be able to help your parents with their finances and retirement plan
- Learn how to manage your finances
- Maximize the money you make
- Feel more financially secure
- And have the time freedom to do what you want
Investing is NOT out of your league. It’s available for you, too! You don't need to have hundreds stashed under your colchón to get started.
What you need right now is a big sister (me) to tell you that you can start with just $20 and guide you step-by-step. That’s what I’ll do in this course.
Now Enrolling:
Investing for First-Gen Wealth Builders
Become the catalyst to your family’s generational wealth
Here's how this course will make investing easier and possible for you:
Start small.
Despite what gurus out there are saying, not everyone has $500 lying around to invest. You'll learn how to start small, even with just $20 per month (if you can afford to go to brunch with your girls, you can afford to invest!)
Everything is explained in very basic terms. I take a lot of pride in teaching jargon-free financial education. I do it because I know it makes the material more accessible and less scary for my students- no matter what your skill level is.
Step-by-step video instructions for setting up your investing account. It'll almost feel like I'm holding your hand through the process, like your First Gen older sister
Understanding the different types of investment accounts with comparison charts and pros and cons of each. You know it's hard to invest when you don't even know which account is the best one for you, so I'll break them down for you.
Cheat sheets, quizzes, and examples. Telling you is one thing, but showing you and testing your knowledge will make your learning experience interactive and make you feel more confident about starting your investing journey.
Start your smooth retirement and generational wealth journey:
Take it for a test drive
If you’re still thinking about it but want to get a taste of what’s inside and my teaching style, access the “Why You NEED to Invest” video lesson FOR FREE!
* Email me from your university email address at info@thefirstgenmentor for a special student discount!
Imagine yourself 30 years from now and not having to "hope you have enough" to retire
And to make it even better, you're relieved because you also passed down your knowledge to your children, siblings, and other loved ones who, thanks to you, are investing their money and seeing it grow over time.
That's what generational wealth is all about!
You know you're not only doing this for you. You're doing it for your family. That's why I'm covering:
✓ Investing for your children. You'll learn the 4 types of investment accounts you can use for your children and the pros and cons of each. This way, you'll set up the foundation for future generations to thrive. Whether it's for your own children or you want to be a rich auntie and set up your nieces and nephews for the good life!
✓ Investing for your parents' retirement. A lot of us are our parents' retirement plan, but because money is very taboo in our cultura, I'll cover many things here, such as how to start the conversation, which retirement accounts to open, and where you can find free resources to share with them, some are even in Spanish.
If you feel like you're playing catch-up...
It's not your fault!
When you think of investments, you probably think, “that’s white people shit!” The problem is that our families didn’t discuss finances or investing because they didn't understand it themselves. They were living in survival mode. They were immigrants in a new country just trying to get by. The only time they spoke about money was about the bills they had to pay.
Nobody in our family (immediate or not) has ever planned for their retirement. So we want to get as ahead as we can to have a smooth transition without worrying about money.
We want to pass down our wealth to future kids or family members so no one fights over terrenos when there's a death in the family.
You have to break the cycle.
I mean, think about it. If you don't invest, the rest of your family won't because they trust your guidance. And the longer your money sits, the more value it loses over time because of inflation.
That's why I created this course!
Take it for a test drive
If you’re still thinking about it but want to get a taste of what’s inside and my teaching style, access the “Why You NEED to Invest” video lesson FOR FREE!
* Email me from your university email address at info@thefirstgenmentor for a special student discount!
Hi! I'm Giovanna “Gigi” Gonzalez. I'm a former investment professional turned financial educator, speaker, influencer and author of the personal finance book, Cultura & Cash.
I teach financial literacy and career readiness to first-generation Latinas through educational workshops and on my TikTok account (@thefirstgenmentor), where I built a community of over 195,000+. I hold a BA in Economics, a certificate in investment performance measurement, and 10 years of experience in financial services.
As a first-gen Latina myself, I’ve experienced the discomfort and overwhelm that comes from trying to manage, invest, and grow my income as the first in the family to enter these spaces.
I remember how it felt to be lost and want guidance on how to support my loved ones while planning my financial future. I set out to change that by paving the way for those who come behind me through guidance, mentorship, and financial education.
“As a first generation, Latinx woman, and finance professional, Giovanna's approach is impactful and essential to connect with the younger generations. She's lent her voice to our Know Your Worth panel discussions, teaching women of color how to advocate for themselves to gain financial freedom. More than a teacher, she is a mentor and role model to those she serves showing them the path to financial success is attainable. The range of her experience and audience reach has been valuable to YWCA Metropolitan Phoenix and our community.”
- DEBBIE ESPARZA, CEO AT YWCA METROPOLITAN PHOENIX
“I’ve received coaching from Gigi three times. Thanks to what she has taught me, my credit score increased 50 points in a span of a month and a half. I learned how to read a credit card statement & not go over 30% of the credit limit. I now know what a Roth IRA is, and what a 401k means. I have learned so much, and find myself empowered to continue to learn.”
- SAMANTHA F.
“[Gigi] broke down budgeting, investing, and more in an easy to digest way that kept our students engaged. Further, she's motivated our participants to take crucial steps to improve their current financial situation and future outlook. The feedback has been incredible and we will certainly work with Gigi again!"
-NICHOLAS CHARRETTE, ASSISTANT DIRECTOR, VETERANS UPWARD BOUND
So how is the Investing for First-Gen Wealth Builders course going to help you?
Investing basics
✓ Before getting into what investing is, we'll talk about what investing is NOT. A lot of misconceptions make it sound harder than it is
✓ We'll touch on all the well-intentioned bad money advice our cultura has taught us so we can release those fears and anxieties
✓ You'll learn WHY you NEED to invest, especially if you don't plan on working forever (I don't!)
✓ If you have debt, I'll show you scenarios that will teach you whether you should invest or focus on your debt repayment first
Investing step-by-step
✓ You'll learn the different types of investment accounts you can open, with pros and cons for each
✓ You'll learn how to fund your investment account and how much to add based on your income
✓ You'll learn how to invest the money you add to your investment account (funding it is not enough. You also have to invest it. Don't worry, I'll show you your different options!)
Investing deep dive
✓ You'll learn the 6 things you need to consider before you choose an investment so that your future is aligned with your goals
✓ You'll learn the difference between active and passive investing so you can make the best decision for you and your family
✓ You'll learn what a stock (and everything else) is, and the risk of each investment type
✓ You'll decide whether you want to be aggressive, moderate, or conservative - and what goes into each
✓ You'll learn how to think like an investor so you can invest like you know what you’re doing - because you will
Closing thoughts
✓ My 2 cents on life insurance and crypto investing with the risks of each
✓ Investing beyond this course, because this is just the first step in your generational wealth journey
Too busy? Lessons are 5-15 minutes long on average. You can complete this course at your own pace
Sounds hard AF? I'll hold your hand and walk you step-by-step through the process
Not a lot of money to start? That's a common misconception! You can start investing with as little as $20 a month
Start your smooth retirement and generational wealth journey:
Take it for a test drive
If you’re still thinking about it but want to get a taste of what’s inside and my teaching style, access the “Why You NEED to Invest” video lesson FOR FREE!
* Email me from your university email address at info@thefirstgenmentor for a special student discount!
But there’s more. Mucho más!
Bonus Lessons: Investing for Your Parents’ Retirement and Children ($500 value)
Get a bonus lesson on investing for your parents' retirement so they don't have to work forever
And a bonus lesson on investing for your children, or if you want to be a rich aunty, how to invest for the little ones that stole your heart.
Budgeting Basics for Women ($47 value)
Not knowing how to budget or manage our money is one of the things holding us back from investing.
After this workshop, you'll know how to create a budget that'll work for you and still let you enjoy life.
Monthly Office Hours ($997 value)
you’re able to register to participate in a monthly office hour or post your questions in our private Facebook group in advance.
Office hours will be recorded and posted to our private Facebook group.
Exclusive Facebook Community ($397 value)
A private Facebook group where you can share progress, hold each other accountable to your goals, celebrate accomplishments, and problem-solve together.
How to Talk to Your Parents about Retirement- Drama Free y Con Cariño ($17 Value)
I know how difficult it can feel to start money conversations with our aging parents.
That's why I made it easy for you and added this bonus, so you can start having meaningful money conversations and help prepare those you love for a dignified retirement.
You need investing to be explained in a relatable way you understand.
I got you!
Take it for a test drive
If you’re still thinking about it but want to get a taste of what’s inside and my teaching style, access the “Why You NEED to Invest” video lesson FOR FREE!
* Email me from your university email address at info@thefirstgenmentor for a special student discount!
Want to get a taste of my teaching style to see if it’s your vibe? Check out my Investing 101 playlist on TikTok 👇🏽
Investing is the difference between a smooth retirement transition and no transition at all.
And the longer you wait, the less time you give your money to grow.
In most things in life, instructions are not included. Yes, there are "how-tos", but you need clear instructions from someone who not only has the professional chops, but you can also relate to you and looks like you.
I'll give you links, examples, and video walkthroughs so you can set up your investment account from scratch.
Just as your older prima would, I'll show you, step-by-step, not only how to set up your account - but also how to set up automated investments.
Take it for a test drive
If you’re still thinking about it but want to get a taste of what’s inside and my teaching style, access the “Why You NEED to Invest” video lesson FOR FREE!
* Email me from your university email address at info@thefirstgenmentor for a special student discount!
“I want in, but I have questions!”
How is this investing course different from other courses out there?
If you like how I teach on TikTok, you’re going to love this course! I bring energy, relatability, and years of experience to a topic a lot see as difficult, overwhelming, or boring. I make financial education fun to learn!
My special power is teaching in plain English (and Spanglish), simplifying difficult financial concepts, and bringing the first-gen perspective to motivate you to take action and start investing!
What exactly will I get when I enroll?
The benefit of enrolling in this course is you’ll get a shortcut to learning about investing without having to do all the work on your own. With my expertise as a financial educator, I’ll fast-track you to learn what investing is, what cultural teachings keep us from investing, what is the stock market, and the 3 actionable steps to take to start investing.
You’ll get:
- 20+ video lessons (about 5-15 minutes each)
- 2 video tutorials to show you how to buy an investment & how to set up automatic investments on an investing platform
- 2 Bonus lessons: Investing for Your Parents’ Retirement and Investing for Children
- 10 short quizzes to test your new knowledge and to check for comprehension
- 3 step-by-step checklists on topics like what to look for in a broker, or what to consider when choosing a financial advisor
- Free access to our private Facebook community
- How to Talk to Your Parents about Retirement - Drama Free y Con Cariño
How long will the course take me to complete?
The course is self-paced so you have the flexibility to complete it at your own rhythm.
It includes 3.5 hours of video content. If you commit to one hour a day, you can start your investing journey by the end of the week!
I have some debt. Should I pay off my debt before I learn to invest?
It’s never too early to learn! It’s definitely important for you to have your debt under control before you start investing. But you do not have to be debt-free to start! It would be a financial mistake to wait until you’re debt-free.
The course includes a video lesson on this exact topic and how you can balance debt while investing.
Can I ask you questions during the course?
Yes, when you enroll you’ll get access to our Facebook community and monthly office hours where you can ask me anything.
Will this course tell me what to invest in?
No- only a licensed financial professional can provide financial advice.
This course will educate you on the different investment options available to you and empower you to confidently make your own financial choices.
This sounds awesome! Will you also teach me how to invest in crypto?
No, this course will not cover crypto or other investments like real estate and NFTs.
The focus will be on investing in the stock market in regulated and traditional securities like stocks, bonds, and mutual funds
I already started investing, will this still be helpful to me?
Absolutely! I created this course with beginner investors in mind, but if you’ve already done some investing on your own, this will be a good refresher to help you build confidence and get clarity around your goals to continue your investing journey.
How long will I have access to this course?
Your purchase comes with 12 months of access.
Do you offer any student discounts?
If you’re a current student, please email me at gigi@thefirstgenmentor.com from your college email to confirm enrollment.
If you are a recent grad and graduated on or after December 2022, please email me a confirmation of your graduation.
Are there any refunds?
Due to the digital nature of this product, all sales are final. Thanks for understanding!
Disclaimer:
Please be advised this course contains general informational and educational purposes only and does not constitute legal, accounting, financial or tax advice. Please see financial advice and assistance of a licensed financial advisor, accountant, or relevant professional for further clarification on any financial or tax related advice.
Purchase of this course grants the user a 12 month access license.