The Confident Investor Playbook

A 5-week playbook that teaches you how to invest with clarity and confidence, align your money with your values, and finally grow sustainable wealth without the overwhelm.

Let’s be real for a second.

I didn’t grow up with wealth. I didn’t have a trust fund or anyone handing me a financial roadmap. What I did have was a whole lot of hustle, a mountain of student debt, and a desire for freedom that kept me up at night.

In my early 20s, I jumped into investing the way most people do: chasing the hottest trends. Crypto, marijuana stocks, tech IPOs — if it was buzzing, I threw my money at it. Sometimes I won big (I once made $5K in a single day). Other times? I lost just as quickly.

But the real wake-up call came when I realised something deeper: I was investing in companies I didn’t even believe in. I was putting my money into businesses that didn’t align with my values, my lifestyle, or the future I wanted to create.

That’s when I knew I had to do things differently.

I started blending what I knew about finance, holistic wellness, and energetics. I built a system that wasn’t just about “getting rich” but about creating sustainable wealth that felt good in my body, aligned with my soul, and supported the kind of world I want to live in.

That system became The Confident Investor Playbook.

What Is The Confident Investor Playbook?

A 5-week, self-paced video series + workbook + coaching container designed to help you:

  • Finally understand the stock market without the jargon or overwhelm

  • Learn how to build wealth ethically (no more unknowingly funding industries that go against your values)

  • Get crystal clear on your financial goals and create a portfolio that supports them

  • Gain the confidence to invest in a way that grows your money and aligns with your bigger life vision

This isn’t about guessing the next hot stock. This is about building a soul-aligned wealth strategy that actually lasts.

Want The Breakdown?

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Here’s a peek at the five weeks we’ll walk through together:

  1. Planting the Seeds: Getting Ready to Invest
    Set your financial foundation, understand your budget, and build your emergency fund so you’re investing from a place of stability, not stress.

  2. Hammock or Hiking Boots? Passive vs Active Investing
    Learn the difference between a hands-off and hands-on approach, discover which one fits your energy type, and explore socially responsible and sustainable investment options.

  3. The Ingredients of Wealth: Exploring Investment Products
    Understand the basics — stocks, ETFs, bonds, and more. Learn how to mix and match to create a balanced, values-aligned portfolio.

  4. Becoming a Conscious Detective: How to Pick a Stock (Part 1)
    Learn how to research companies, read their financials, and evaluate whether they align with your values and goals.

  5. Speaking the Market’s Language: How to Analyze a Stock (Part 2)
    Dive into charts, trends, and patterns. Walk away knowing how to read the market without fear or confusion.

What’s Included + Pricing

Here’s what you’re really getting when you join:

  • 5-Week On-Demand Video Playbook – binge it Netflix-style or take it week by week ($1,999 value)

  • The Confident Investor Workbook – your guided space to map out your own plan ($199 value)

  • Investing Glossary + Checklist + Tracker – keep it simple, stay organised, and never get lost in financial jargon again ($249 value)

  • On-Demand 1:1 Text Coaching – ask me your real questions and get personal guidance ($999 value)

  • Behind-the-Scenes Trading Walkthrough – watch me break down an actual stock analysis, step by step ($197 value)

    Total Value: $3,000+

But you’re not paying anywhere near that.

👉🏾Your investment: $1,499 one-time or 3 payments of $599

WHAT CLIENTS HAVE TO SAY

  • Close-up of a young woman with curly dark hair and brown skin, looking at the camera.

    Candace O.

    This program came at a vital time in my life. I needed to make a change with money, and Morgan was 100% willing to support this. She was very knowledgeable on many aspects of wealth (not only finances), and I loved how she connected it to spirituality and wellness. Morgan makes that feel (and be) really possible! Consistency is key, and I believe if you’re ready to change your life, this is a great program to embark on for that.

  • A young woman with long hair standing on a dirt path near the beach during sunset, holding the straps of her backpack and smiling at the camera.

    Natalie G.

    I personally never had the type of guidance, coaching, and educational info be offered to me the way Morgan did. Everything actually landed with me. She effortlessly offers services that motivate you to change for the better. I literally went from losing money to making money in one single session!

  • Close-up of a woman with shoulder-length dark brown hair, light skin, and wearing a reddish-brown camisole, standing against a white wooden wall.

    Liana M.

    Morgan provided so much structure in a way that was really accessible, and a wealth of tools to continue using into the future. Through her program, I doubled my income coming in through my small business in under six months (yes, still during the pandemic)

  • A young woman with long blonde hair smiling and taking a selfie indoors.

    Lauren V.

    Morgan has created a wonderful platform for like-minded women to learn and grow financially. I've learned how to better manage my money, to pay myself first, and so much about the different investment products.

  • Close-up portrait of a woman smiling with dark curly hair and hoop earrings.

    Christine

    Deep diving into my finances with Morgan was the ah-ha moment I needed. During our call, Morgan was able to lay out a financial blueprint for me that made my goals seem realistic and achievable. Her coaching is filled with so many gems and resources that left me motivated to take the next step toward my financial goals. Highly recommend working with Morgan you won't be disappointed.

FAQs

Do I need to know anything about investing before I join?

Nope. This playbook is designed for beginners and those who’ve dabbled in investing but want to finally understand what they’re doing.

How much time will it take?

The course is structured into five weeks, but you can move at your own pace. Think of it like your favorite show — binge it all in one weekend or take it slow.

How long will I have access?

Forever. Once you join, you keep lifetime access to all the videos and resources.

What if I’m already investing?

Perfect. This will help you go deeper. You’ll learn how to evaluate whether your portfolio actually matches your values and tweak it for better long-term growth.

Is this only about stocks?

No. We’ll also cover ETFs, bonds, even real estate, and other products so you can build a balanced, sustainable portfolio.

What if I change my mind?

I want you to feel safe investing in yourself. If you’re not happy with the course within 30 days, just reach out and we’ll make it right.

Meet Your Coach

Hey love, I’m Morgan Blackman — Holistic Wealth Coach, founder of Holistic Bucks Coaching Inc., and creator of the Wealth Well™ Framework.

I’ve been exactly where you are: overwhelmed by money, confused about investing, and stuck in cycles that didn’t align with the kind of life I wanted to live. What changed everything was realising that money isn’t just numbers — it’s energy, intention, and the foundation for freedom.

Now, I help soul-conscious women like you create financial clarity and prosperity in a way that actually feels good. My approach blends the practical side of finance (yes, we’ll talk stocks and ETFs) with the spiritual and holistic side (your values, energy, and purpose). Because wealth without alignment? That’s not real wealth.

When I’m not coaching or creating, you can find me travelling the world, geeking out over some documentary, or curating soulful playlists that keep me vibing high.

This Playbook is my way of putting the power of investing back in your hands — so you can stop waiting for someday and start building wealth that supports the life you’re here to live while positively impacting the planet and those around you.

💌 Ready to Invest with Confidence?

If you’d like to chat with me a bit more to see if this is the right offer for you or to gather some more information on some of my other services and offerings, please don’t hesitate to schedule a Clarity Call with me below.

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