We offer 2 levels of coaching services that caters to individuals just beginning to invest all the way
to seasoned Do-It-Yourself investors who are looking to tweak their portfolio and are seeking independent counsel
in developing strategies to make better investment decisions.
Do you feel confident that your investment portfolio(s) are in alignment with your financial goals, your risk tolerance, and your age demographics?
Are you just beginning your investment journey and are looking to enhance your knowledge of guiding financial principles to make better investment decisions?
Wouldn't it be great to work with someone who does not want to touch your money, or is not looking to pocket commissions or fund trailer fees from selling you a "product" and is not tied to financial institutions that may not necessarily have your interests in mind?
We can work with individual investors like yourself to provide you with an independent and unbiased assessment of your portfolio and coach you to become more street smart in making investment decisions. Our consultations include the following:
We work with a one-time, flat-fee compensation package. For further information,
please contact us at: email@example.com
Are you a newly self-described or well seasoned Do-It-Yourself Investor that is looking for counsel to bounce investment decisions with an independent, unbiased, 3rd party?
Are you looking to improve your ability to quickly synthesize and sift through the piles of financial information and the noise rumbling from the financial "info-tainment" media?
Are you looking to elevate your financial literacy and become more street smart in evaluating equity investment opportunities?
We can work with individual investors like yourself to coach you to become more financially literate and street smart in making equity investment decisions. A typical one-month coaching module would consist of the following:
We work on a month-to-month flat-fee compensation package basis, with no fixed long-term contract. We believe that if we are doing our job right that you won't need us for long unlike other financial services agents who are looking to skim fees off your hard earned savings in perpetuity!
For further information, please contact us at: firstname.lastname@example.org