The Wealth Position Intensive
A private, one-day strategy session that gives high-achieving women total financial clarity and a real plan to start building wealth today.
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you’re in the right place
You Make Good Money.
So Why Doesn't It Feel Like You're Building Wealth?
You did everything right.
You worked hard. You got the degree. You climbed the corporate ladder. You earned the title and the salary that came with it, but still, there's this quiet frustration that has you thinking:
"I make too much money to feel this financially unclear."
Maybe you recognize yourself here:
You have money coming in every month, but no real system for where it goes
You keep meaning to get serious about investing, but you're not sure where to start
Your debt feels like it's barely moving, no matter how much you pay
You want to buy a home or investment property, but the numbers feel overwhelming
You may want to leave your job and explore opportunities, but looking at your money thinking, how will I be able to?
Here's what is actually going on:
You were never taught how to turn income into wealth.
You weren't taught how to build it strategically, how to make it work while you sleep, or how to close the gap between what you earn and what you actually keep.
That's not a character flaw. It's a missing system and that's exactly what we're going to build.
the solution
Introducing: the Wealth Position Intensive
A focused, private coaching experience designed to give you one thing - a clear financial strategy you can execute starting today.
This isn't a course.
It's a private, 1:1 session where we do the work together in real time, on your actual numbers so you walk away with:
✔ Full clarity on where you stand financially right now
✔ A prioritized plan built around your specific goals and life
✔ A money system designed to work for you — not against you
✔ A 30/60/90 Day Action Plan you can start executing immediately
One focused session. A plan that actually fits your life. Real results.
meet your financial strategist
i know this feeling because i lived it.
For nearly two decades, I managed hundreds of millions of dollars in organizations such as -NASA, the Department of Defense, USDA, Deloitte Consulting and beyond.
I was a US. Army Finance Officer and government financial manager. A certified financial professional with letters behind my name and real responsibility on my shoulders.
But for a long time? My personal finances didn't reflect any of it.
"I had income, but I didn't have options."
I knew how to manage money at an organizational level and I was doing it every single day at work. What no one had ever taught me was how to build a personal wealth strategy.
So I got intentional.
I invested in my own financial education; studying wealth building principles, surrounding myself with mentors who had what I wanted to do, and learning how to apply the same discipline I brought to my professional work to my personal finances.
I studied real estate investing, cash flow strategies, and how to streamline my debt.
Over time, I went from a negative net worth to a seven figure financial position through real estate investing and financial investing.
I built Positioned for Wealth because I kept meeting women just like me. They are smart, accomplished, earning well, but quietly wondering why they still didn't feel financially free.
The answer was never their income. It was always the missing strategy.
That's what I'm here to give you.
Stephanie J. Davis, MPA, CFEI
Founder, Positioned For Wealth
this is different
This is Not Another Budgeting Course
And it's not another collection of worksheets you'll never use. The Wealth Intensive is a wealth clarity and strategy experience designed to help you:
Understand where you stand financially
Build systems that work in real life
Stop second-guessing yourself
Make confident money decisions aligned with your long term goals.
This program teaches you how to move beyond managing money month to month and start intentionally positioning yourself for wealth.
what'S Included
Here's What We Cover In Your Intensive
YOUR MONEY STORY
We start by uncovering the beliefs, patterns, and blind spots shaping your financial decisions because strategy without mindset work doesn't stick.
THE MONEY AUDIT & SNAPSHOT
We pull back the curtain on your actual financial picture - income, spending, debt, savings, and net worth. Most women discover margin they didn't know they had. We find it, name it, and put it to work.
THE FINANCIAL GOALS/ PRIORITIES STACK
You don't have to wait until you're debt free to start building wealth. We'll build a priority stack that addresses your debt payoff and your wealth-building simultaneously - so your net worth is growing, not waiting.
THE SYSTEM BUILD
We design your personal money system: how money flows in, where it goes, and how it gets allocated automatically. No more month to month guesswork.
30/60/90 DAY ACTION PLAN
You will have a written, step-by-step plan for the next three months. Concrete actions, sequenced by priority.
SESSION RECAP
A written summary of everything we covered, the decisions we made, and the actions you committed to delivered to your inbox within 48 hours.
When your money has a system, you stop reacting and start deciding. That's not just financail clarity, that's freedom.
Who's This Perfect For
You earn good money but feel financially unclear or behind
you know you should be investing for retirement - but You aren't not.
you want to buy a house or investment property and don't know where to start
your debt feels like it's not moving no matter
what i do
you are tired of vague advice. i need a real plan.
You want to feel positioned to build wealth—even if you’re not investing yet
Who's This Is Not For
This is Not for you if you're aren't willing to be honest about your numbers
and you aren't ready to take action.
This session is for the woman who is done waiting to feel ready AND is ready to move.
"After meetings with Stephanie, I was ready to develop a financial strategy. These sessions had me look deep within myself at how I currently handle money and develop a plan to achieve it."
ASHLEY F.
The Wealth Position Intensive
What's Included:
Private 1:1 Coaching (Value: $1497)
The Money Story
The Money Audit & Snapshot
The Financial Goals/Priority Stack
The System Build
30/60/90-Day Action Plan
Session Recap (w/in 48 hrs)
Total Value = $1497
Today's Price = $797
or 2 Payments of $425
TRY IT RISK FREE
The Clarity Guarantee
You’re not investing in this session hoping something might click.
You’re investing because your are ready for a plan you can trust built on your real numbers, your actual goals, and your real life.
Here’s our promise to you:
If you show up, do the pre-work, and engage fully in your session and you still leave feeling unclear about hwere you stand or wht your next move is, I will not leave you stuck. You'll receive a follow up session to close the gap.
I'm that confident this works because it is not generic advice. It's your strategy, built with you.
What They're Saying About Stephanie Davis
"I have been working for years trying to improve my finances and build wealth. After meetings with Stephanie, I was ready to develop a financial strategy. These sessions had me look deep within myself at how I currently handle money."
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
