Portfolio Review
Ready to know if your investments are actually working for you?
Submit your portfolio for a personalized review and get clear, strategic feedback on where you stand and what to adjust. You’ll receive your personalized Risk Score and target asset allocation, a retirement projection based on your current age and desired retirement age, and a clear estimate of how much you’ll need and when you can realistically retire comfortably. I’ll also identify gaps or overlaps in your portfolio and provide clear recommendations to optimize for long term growth.
To get started, you’ll submit your current age, your goal retirement age, your current portfolio holdings, your total investment value, and your monthly contributions.
I’ll review everything and provide actionable feedback so you can invest with clarity and confidence moving forward.
Please note that this review is not private. By submitting your portfolio, you agree to your feedback being shared on our social media channels for educational purposes.
If you would like monthly private portfolio feedback, join the Surplus Stack Society.
Ways to work together
Surplus Stack Society
Join my private community of accomplished women who are keeping more of what they earn so they can end the year with their richest bank balance yet.
Join the surplus stack society
Ways to work together
I help women achieve financial freedom without sacrificing their lifestyle. Whether you need a customized plan tailored to your lifestyle, a self-paced course, want me to speak at your event or promote your brand, I got you.
let's work together
Speaking
Invite me to speak at your next event, podcast, or program. I speak on various topics that inspire audiences to take control of their finances and achieve financial freedom.
invite me to speak at your event
free resourceThe Mindful Spending Guide.
Stop overspending, achieve financial freedom and enjoy your money guilt-free.
This comprehensive guide to mindful spending is designed to help you spend intentionally, so you can save money, reduce stress, and achieve your financial goals. From creating a spending plan to identifying your spending triggers, you'll learn specific tips and strategies for how to be more intentional with your money. Say goodbye to financial stress and guilt, and hello to a mindful approach to managing your money.
Download now to take control of your finances and start living a life you love.
Hey there, I’m Eduek
My mission is to help 1,000 women reach $1000,000 invested in the stock market.I teach accomplished women how to master their money, keep more of what they earn, and grow their bank balance, so they can retire young and rich while living their B.E.S.T lives.
I believe that money is a tool meant to serve us, and as women, when we keep more of what we earn, we create a financial cushion that gives us autonomy and the option to walk away from situations that don’t serve us.
I understand that personal finance can be isolating, bland, and restrictive, and I'm on a mission to change that.
My passion is to offer practical money tips and resources that empower driven, successful women like you to improve your relationship with money, achieve financial security, and live your B.E.S.T life.
AS FEATURED IN: