Not Everyone Should Invest the Same Way This Year
Here’s How to Know What’s Right for You
Live Webinar
February 25 · 6:00 PM CST
This is not a webinar about convincing you to invest.
It is about helping you decide how to invest or whether waiting is the smarter move for you right now.
Every financial decision carries a cost.
The goal is not to avoid cost.
The goal is to understand which cost you are choosing.
Markets do not decide outcomes.
Positioning does.
Why This Conversation Matters Right Now
Most investing advice assumes everyone is starting from the same place.
They are not.
Headlines create urgency, not clarity
“Now is a good time” means nothing without context
The same market can reward one investor and frustrate another
Good investing is not about being early or late.
It is about choosing the right strategy for where you are.
This session is designed to give you that clarity.
What You Will Learn
Why One-Size-Fits-All Advice Breaks Down
✐How generic guidance creates unnecessary pressure
✐Why timing advice without context is incomplete
✐How mismatched strategies lead to frustration, even in “good” markets
The Four Investor Profiles We See Again and Again
Over years of working with investors, the same four profiles consistently emerge.
All four are valid.
The difference is alignment.
▶ The Waiter
▶ The Optimizer
▶ The Controller
▶ The Aligned Investor
How We Reduce Volatility While Targeting Strong Returns
Volatility itself is not the problem. Unmanaged volatility is.
Markets and headlines are uncontrollable. Structure, assumptions, and risk management are not.
Our approach focuses on three disciplines:
⓵ Conservative Underwriting
⓶ Income First, Appreciation Second
⓷ Structures Designed to Protect Capital
Strong returns come from discipline, not speculation.
How the Session Closes
Once volatility is intentionally managed, the question becomes alignment, not fear.
We will walk through:
Strategy before speed
Downside before upside
Process before projections
Our role is simple:
To help people decide well, whether that means investing now, later, or not at all.
Different profiles.
Different strategies.
One disciplined process.
Meet Your Hosts
Dr. Nicole DeBroux
Nicole combines over 20 years of healthcare leadership with a diversified real estate investing career across land, single-family, commercial, and multifamily assets. Her approach blends disciplined strategy with deep community impact.
Why investors trust Nicole
Built and scaled service-based healthcare businesses
Proven investor across multiple asset types
Resilient, values-driven leadership
Experience balancing family, business, and investing
Dr. Kate Gress
With more than 25 years as a successful entrepreneur, Kate brings a rare combination of operational leadership and investment experience. She has built and led multiple chiropractic clinics and has over two decades of experience in commercial and residential real estate, including multifamily syndications nationwide.
Why investors trust Kate
22+ years in real estate investing
Active operator and passive investor perspective
Board member, Chiropractic Society of Wisconsin
Chamber of Commerce President, 2023
Mission-driven focus on long-term wealth and financial freedom
