Secure Your Spot in the Freedom Funds Investing Masterclass
Invest with intention. Grow in community. Learn the simple system that turns financial curiosity into confident action—without overwhelm or confusing jargon.
$99.00
Financial Wellness Foundation
Utilizing a financial wellness assessment and emphasizing budgeting and money discipline.
Build Your Portfolio
Covering various account types, strategies for increasing savings, and an introduction to the stock market.
Investing Strategy
Guiding participants on finding your squad, structuring operations, and effectively pitching investment ideas.
What You’ll Learn: From Uncertainty to Unshakable Confidence
The Freedom Funds Framework
Learn the 3-part system to start saving, investing, and growing money on your terms—with clarity and purpose.
How to Start (and Lead) an Investment Club
No gatekeeping here. You’ll get a simple, repeatable roadmap for building collective wealth with friends, family, or your community.
Investing 101: Fear-Free and Jargon-Free
Understand the basics of investing without the overwhelm. Stocks, ETFs, automation—it’ll finally make sense.
Mindset Shifts That Stick. We don’t just change your wallet—we change your wiring. You’ll reframe fear, scarcity, and self-doubt into confidence and clarity.
Your Personalized Wealth Plan. By the end of the workshop, you’ll have a starter roadmap tailored to your lifestyle, income, and goals.
Expert-Led Instruction & Community Support. Learn from someone who’s done it—with support from a community of like-minded, wealth-minded leaders in the making.
About the Freedom Funds Investing Masterclass
Feel like you’ve been working hard but still don’t feel like your money is working for you? You’re not alone. Most of us were never taught how to invest or build wealth—and the financial world profits off our confusion. The Freedom Funds Investing Masterclass is an expert-led workshop that demystifies investing, shows you how to start building a fund with friends, family or colleagues, and gives you the tools to take control of your financial future. No jargon. No overwhelm. Just strategy, clarity, and confidence. This is the long overdue blueprint for individuals to collaboratively learn about and engage in investing and starting and growing a thriving investment group.
The syllabus
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1
Basic Investment Language
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(Included in full purchase)
Pre-Work
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(Included in full purchase)
Welcome & Introduction
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Key Terms
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(Included in full purchase)
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2
Brokerages
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(Included in full purchase)
Financial Advising
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(Included in full purchase)
The what and why of brokerages
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(Included in full purchase)
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3
Time and the Psychology of Money
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(Included in full purchase)
Understanding Returns
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(Included in full purchase)
Time is on your side
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(Included in full purchase)
The Psychology of Money Pt. 1: Choice factors
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(Included in full purchase)
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4
Skill Application
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(Included in full purchase)
Explore potential stock buys
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(Included in full purchase)
Preliminary list of 3-5 stocks
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(Included in full purchase)
FAQs
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(Included in full purchase)
Meet Your Experts
After co-founding the Dana Mercury Group in 2011, several past-presidents realized that this method of investing within a community and having a peers and more advance guest speakers to provide guidance major key in helping them build wealth - through knowledge and execution. With the goal of reducing the gender and racial wealth gap, and change the face of wealth Building Freedom Funds was founded.
Dafina Lovelace, MBA
Founding President Dhana Mercury Investment Group.
Kellie Sauls, MS
Co-Founder, Dhana Mercury Investment Group. Former President.
Uzoamaka N. Okoye, Esq.
Co-Founder, Dhana Mercury Investment Group. Former President.
Join The Masterclass Waitlist
→ So if you know you’re ready to stop Googling and start building, now is the time. → If you want to walk into the second half of the year with clarity, a strategy, and momentum—this is your moment.
$99.00