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Field Guide: Feel the Fear and Do It Anyway by Susan Jeffers

Estimated

60

Minutes

This Field Guide summarizes Susan Jeffers' key points such as understanding fear, shifting your mindset, taking responsibility, making empowered choices, and living with greater purpose. It also includes recommended exercises to help you reflect on your relationship with fear and shift into confidence. If you like this snack, we recommend you checking out the book from the Library.

field-guide-feel-the-fear-and-do-it-anyway-by-susan-jeffers

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Homework

This summary is intended to provide a brief overview of the book's main themes and concepts and is not a substitute for reading the original work. This summary is not a verbatim copy of the book and is created in our own words.

Walk Through My Accounts With Me

Estimated

60

Minutes

Request session

walk-through-my-accounts-with-me

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Funding Your Path to Parenthood

Estimated

60

Minutes

Request session

funding-your-path-to-parenthood

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Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Set a Portfolio Maintenance Plan

Estimated

60

Minutes

Request session

set-a-portfolio-maintenance-plan

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Considerations for Retiring Early

Estimated

60

Minutes

Request session

considerations-for-retiring-early

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Investing for Retirement

Estimated

60

Minutes

Request session

investing-for-retirement

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Investing for College

Estimated

45

Minutes

Request session

investing-for-college

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Understanding Stocks & ETFs

Estimated

45

Minutes

Request session

getting-comfortable-with-stocks-and-etfs

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

How to Think About Asset Allocation & Diversification

Estimated

45

Minutes

Request session

how-to-think-about-asset-allocation-and-diversification

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Building Legacy Into Your Plan

Estimated

60

Minutes

Request session

building-legacy-into-your-plan

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Intro to Alternative Assets

Estimated

45

Minutes

Request session

intro-alternative-assets

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Personal Finances for Business Owners

Estimated

60

Minutes

Request session

personal-finances-business-owners

Prework

Homework

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Define Your Financial Goals

Estimated

50

Minutes

Request session

define-your-financial-goals

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Life Experiences Planner

Homework

Create your financial plan

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

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Life Experiences Planner

Estimated

45

Minutes

Money is simply a tool to help us collect and access life experiences. Many of us are on a mission to collect more, without really thinking about why we want it. We default into the safety of accumulating wealth, perhaps it’s because we are really protecting ourselves from the feeling of regret. Here’s the secret: not letting yourself want something won’t save you from the “should have, would have, could have” of old age. The first step of a financial plan is knowing what you want. This exercise is designed to let yourself think bigger—or at least more intentioned—about the experiences you want to collect in life and when you want to collect them. This exercise is based on concepts in Die with Zero by Bill Perkins. At Huntress Wealth, we’re not going to push you into the Die with Zero mentality, but even going through the exercise helps you realize what’s important to you so you can make a plan to collect as many meaningful experiences as you can.

BUILD A BETTER BUCKET LIST

life-experiences-planner

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Homework

Aligning on Financial Goals with Your Partner

Estimated

50

Minutes

A private, guided conversation to help you and your partner find clarity, connection, and common ground around money. Talking about money with a partner can feel vulnerable, stressful, or even avoidable — especially if you’ve had different upbringings, spending styles, or financial goals. This session creates a calm, nonjudgmental space to open up the conversation, so you can move forward with more understanding and alignment. In this 1:1 session (for two), we’ll gently explore how each of you relates to money, what matters most to you individually, and what you envision for your shared future. Through guided prompts and thoughtful facilitation, you’ll have a chance to listen, share, and begin building a financial path that feels good for both of you. This session is ideal for couples who want to better understand each other’s perspectives, work through money tension with support, or begin aligning on goals with more ease and mutual respect.

Request session

aligning-financial-goals-partner

Prework

Personal Values Assessment

Homework

Yours, Mine & Ours: Values, Needs & Wants

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Understanding Your Values

Estimated

50

Minutes

A grounding session to help you align your financial decisions with what truly matters to you. This 1:1 session invites you to peel back the layers of outside expectations, family influences, and financial “shoulds,” and reconnect with what you genuinely value. Through reflective conversation and guided exercises, we’ll identify the core values that shape your definition of a meaningful life and explore how those values can become the foundation of your financial decisions. Whether you're navigating big transitions, making investment choices, or trying to spend more intentionally, it is so much easier to make decisions when you know what matters to you. This session is ideal if you’re feeling disconnected from your why, feel daunted by financial decisions, or unsure what your version of success really looks like.

Request session

understanding-your-values

Prework

Personal Values Assessment

Homework

Develop a mantra to help you through moments of fear, avoidance, or indecision.

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

Investment Simulator

Estimated

30

Minutes

investopedia-stock-simulator

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Homework

Links to third-party websites do not constitute Huntress Wealth's endorsement of any product, service, information, or disclaimer presented therein. Huntress Wealth bears no responsibility for any inaccuracies in the information on these websites. Huntress Wealth has no control over third-party websites' terms of use or other policies, which may differ significantly from ours, and you are encouraged to review these third-party policies.

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Personal Values Assessment

Estimated

20

Minutes

A financial strategy based on values is more likely to be followed, lasts longer, and provides adaptability for the things like throws your way. This exercise helps you brainstorm, filter, and ultimately select 3-5 core values that will become the guiding principles of your life & financial plan.

Go to Assessment

personal-values-assessment

Prework

Homework

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Visualizing Wealth

Estimated

45

Minutes

A powerful starting point for shifting how you think and feel about money. This 1:1 session is designed to help you cut through the noise to reconnect with your inner clarity, and about helping you remember the power you already hold – the part of you that knows what you want, what’s been holding you back, and what needs to shift. Through thoughtful inquiry and a guided visualization, we’ll explore what’s possible to help you move beyond your current blocks and align with a future version of you who has already stepped into clarity, confidence and momentum on your financial journey. You’ll leave with fresh insight, inspired to move forward with a stronger sense of the next steps to take, by tuning into the version of you who already knows the way. This session is ideal if you’re feeling stuck, unclear, or disconnected from your goals and want to reconnect with your inner guidance, clarity, and confidence.

Request Session

visualizing-wealth

Prework

Reflect on the your biggest challenge when it comes to money that you’d most like to overcome? How are you experiencing this problem? What actions are you taking or not taking? What do you need to let go of right now to overcome this issue?

Homework

Act as if. Think about your empowered self. Identify a small behavior that she does, and experiment acting as if you do that behavior for a week. How did it go? Is this a behavior you want to keep or abandon for now? Is there another version of this behavior that might work for you now?

The information presented on or through the Service is made available solely for general information and educational purposes and does not constitute investment advice or any service that may only be provided by a licensed professional. No communication by Huntress, through the Service or any other medium, should be construed or is intended to be a recommendation or solicitation to purchase, sell or hold any security, or otherwise to be investment, tax, financial, accounting, legal, medical, regulatory or compliance advice, or constitute medical, psychotherapy, financial advisory, tax, legal, or accounting services. Your use of the Service and any decisions you make, including decisions to invest money, are at your sole risk. Investments in securities are speculative and involve a high degree of risk, including but not limited to the risk of losing some or all of the money you invest.

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Start Fresh - 30 Day Financial Journal

Estimated

300

Minutes

A gentle, grounding way to reconnect with yourself and your financial truth. This self-paced journaling guide offers 30 days of thoughtful prompts designed to help you explore your relationship with money — from the beliefs and experiences that shaped it, to the blocks that hold you back, to the values and goals that can move you forward. Whether you’re feeling overwhelmed, in transition, or simply ready to start fresh, this guide creates intentional space to reflect, feel, and rediscover what matters most. Through daily writing, you’ll begin to notice patterns, shift perspective, and build a more empowered foundation for your financial journey. Providing yourself with this written reflection, not only helps you show up fresh to the journey ahead, but also serves as a baseline for future you to revisit and notice the progress you are making. This tool is ideal if you’re craving a reset, want to build self-awareness, or are unsure where to begin but know something needs to shift.

start-fresh-30-day-financial-journal

Prework

Homework