PFW Wealth Builder Membership
Monthly Live Group Coaching & Community
Go from scattered or avoiding your finances to confident and building real wealth.
Learn the PFW Wealth Builder System with Kelly and an extraordinary group of your peers on a shared mission for financial power.
Live COACHING.
Clear, proven SYSTEMS.
COMMUNITY of women who truly get it.
Join the Personal Finance Warrior Monthly Group Coaching Membership.
Women entrepreneurs gather monthly for live masterclasses, Q&A sessions, and community support while learning to invest and build real wealth.
The Wealth Builder Membership is for you if:
You've built a successful business, but your personal wealth doesn't match—and you're ready to change that.
Financial freedom is a priority, and you want the confidence to invest strategically.
You're done with generic money advice and want guidance from someone who's actually worked inside the financial system.
You're navigating a life transition—divorce, caregiving, taking control of household finances—and want to understand your options.
You don't want to figure this out alone.
You're ready to be part of the largest wealth shift for women in history.
"Kelly takes the fear out of managing your money. You don't have to be a math wiz and you don't have to start with a plan. She understands the specific ways women are at a disadvantage when it comes to finances, and she's ready to tell you what to do about it."
Anna, AVP, 31
For a supportive community, ongoing training, and accountability for achieving your financial goals.
PFW Monthly Coaching Benefits
Monthly Live Masterclass
Deep-dive training on investing topics that matter to women entrepreneurs building wealth.
Monthly Live Q&A
Bring your real financial questions and get answers from someone with 20 years of Wall Street experience.
Monthly Finance Date
A dedicated session to review your progress, celebrate wins, and plan your next moves.
Private Community
Connect with other women entrepreneurs who are serious about investing and building wealth, not just income.
On-Demand Learning
Access to 20+ recorded masterclasses so you can learn on your schedule.
Expert Bonus Sessions
Guest experts sharing specialized knowledge to expand your investment toolkit.
Curated Reading List
The books and resources that shaped how Kelly thinks about wealth building.
"Kelly's training helped set me on a path and motivated me not just to actively manage my finances, but to manage and build my personal wealth. Kelly presents an easy to understand framework and brings a unique passion when discussing issues that are pertinent to empowering women. I highly recommend Kelly's seminars and joining the Personal Finance Warrior community!"
Sara, Product Manager, Mom of one, 42
“After I listened to Kelly’s March session when markets dropped 20%, I researched Defense ETFs. I added a Global Defense ETF to my account and shared my research with the community. I was excited to see the ETF increase over the year in 2025. I’m learning how to research ideas and develop the confidence to take action and invest.”
Samantha, Health Coach, Caretaker for Parents, 42
What you’ll learn
I’ll share my blueprint for investment success and the frameworks I developed from 20 years inside the financial system.
Financial POWER Method
A personalized financial strategy designed for women entrepreneurs that combines wealth-building, automation, retirement planning, real estate, and investing into one cohesive plan. Built on the PFW Wealth Builder Plan and Money Flow System, this method turns income into long-term wealth with purpose, clarity, and confidence.
PFW Wealth Builder Plan
A step-by-step strategy that brings every part of your financial life into alignment—from your business income to your personal goals—so your money doesn’t just sit, it builds lasting wealth.
PFW Money Flow System
Transform scattered accounts into a clear, streamlined strategy. This is your foundation for investing and growing wealth with purpose and power.
Your Financial Guide
I spent 20 years on Wall Street at firms like JPMorgan, Citi, and Fidelity.
I know how the financial system works from the inside, including what gets hidden from everyday investors.
Today, I use that insider knowledge to educate and empower women entrepreneurs.
I speak on global stages, including the United Nations, about the 2030 Wealth Shift and what it means for women’s financial power.
I’m also featured in the upcoming documentary Affluence, exploring wealth, impact, and how women are reshaping money.
I’m an active investor in women-owned businesses and funds focused on women founders because I believe in putting money where it creates real change.
I left Wall Street to focus on what matters most: helping women entrepreneurs step into their financial power and take their place in the largest wealth shift in history.
“In my first year of the Wealth Builder Membership, I paid off $6k of $18k of debt. The accountability in the group helped keep me focused and on track.”
Ellen, Physical Therapist, 28
2026 Interactive Workshop Calendar
All workshops are LIVE and led by Kelly Gushue.
Masterclasses teach all levels about a variety of investment topics with a focus on actionable steps.
JANUARY | Build Your Financial Plan
Create a personalized plan that aligns your income and investments with your lifestyle goals and dreams.
FEBRUARY | Understanding Investment Basics
Learn the core principles of the markets, from stocks and bonds, to how Wall Street really works.
MARCH | Navigate Your Tax Strategy
Uncover how tax planning can protect your profits and fuel your wealth-building capacity.
APRIL | Upgrade Your Money Mindset
Explore your money story and the beliefs holding you back—and build the mindset that supports lasting wealth.
MAY | Design Your PFW Money Flow System
Create a clear, sustainable system that bridges your business finances with personal wealth-building.
JUNE | 10x Your Retirement
Learn how to maximize your retirement to build wealth—even with irregular income.
JULY | Mid-Year Financial Review
Check-in on your progress, make adjustments, and set the stage for a powerful second-half of the year.
AUGUST | Demystify Digital Assets
Understand cryptocurrency, blockchain, and digital investments from a Wall Street insider.
SEPTEMBER | Build Wealth with Real Estate
Learn how real estate can be a powerful tool in your diversified investment portfolio.
OCTOBER | Advanced Investment Strategies
Move beyond the basics into sophisticated approaches for growing and protecting significant wealth.
NOVEMBER | Alternative Asset Classes
Discover investment opportunities outside traditional stocks and bonds, from private companies, to venture capital, and collectibles.
DECEMBER | Year-End Financial Moves
Make strategic moves before year-end and set yourself up for the next year.
“With Kelly's guidance, I now have a more sophisticated financial management system that I can continue to build upon. I feel more empowered and have greater clarity about my financial future. I'm truly grateful for Kelly's expertise and guidance.”
Tanya, Marketing, Business Owner, 39
Can't make it live?
Every session is recorded so you can learn at your own pace.
Are you ready to own your financial power?
We’d love to welcome you into the community!
VIP Personal Coaching
For entrepreneurs ready to turn income into lasting wealth in their business and personal life, personalized coaching gives you the strategy and support to make it happen.
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For entrepreneurs ready to turn income into lasting wealth inside their business and in their personal life, with personalized coaching.
Turn Your Business Money into Lasting Personal Wealth
Own the Money Inside Your Business and Build Your Personal Wealth
You’ll Receive:
Comprehensive PFW Wealth Builder Financial Plan
PFW Financial Power Method
PFW Money Flow System [Business & Personal]
PFW 10x Retirement System
PFW Money Mindset Shift
If you need dedicated support to build a comprehensive financial plan, my 90-day VIP Coaching Program provides one-on-one guidance tailored to your specific business and wealth-building goals.
We'll create your Personal Finance Warrior Wealth Builder Plan for the next 12 months, design a customized Money Flow System that integrates your business and personal finances, and optimize your retirement strategy as an entrepreneur. The goal is to identify strategic opportunities to elevate your money mindset, scale your business, and invest for long-term wealth.
Kelly works with a select group of private clients for direct access to her expertise. Please book a call.
Click on the + sign to explore details.
Spaces are limited.