Coaching & Consulting
1-on-1 Coaching
1 Session
$249.99
1-on-1 Coaching
Time:
30-35 minutes
This session is for new, beginner, or moderate investors and traders who need a one-time coaching session, walk-through, or live demonstration on anything related to stocks, your portfolio, portfolio review, options (i.e., Calls or Puts), strike prices, taxes, LLCs, etc. If any of the above applies to you, then this session is for you!
Coaching calls will be conducted over the phone. I will call you at our scheduled time (Eastern Standard Time).
Most Popular
3 Sessions
$599.99
1-on-1 Coaching – $199.65/session
Time:
(3) 30-35 minutes
Investing and Options for Beginners teaches you everything you need to know about the stock market and trading options. Whether you’re new to investing or you’re looking to brush up on your skills, this package will give you the knowledge and confidence you need to succeed.
The package includes 3 one-on-one coaching sessions with a professional investor. During these sessions, you’ll learn how to choose the right stocks, grow your portfolio, make passive income, and more. You’ll also receive a portfolio overview and an individualized plan to help you reach your long-term financial goals.
Coaching calls will be conducted via phone. I will call you at our scheduled time (Eastern Standard Time).
This program is perfect for:
***New Option Traders who want to learn to make money trading options
***New investors who want to learn the basics of the stock market
***Investors who want to improve their skills and learn how to make more money
***Investors who want to create a long-term financial plan
VIP Coaching
$1,000
1-on-1 Coaching
Time:
30-35 minutes
For those who need help right now and can’t afford to wait.
Each session is personalized to meet your specific individual needs (e.g., charts, options, portfolio review, LLC, taxes, how to start a business, etc.).
Once payment is received, we will meet on your selected date and time to address all your investing, business, or other related needs. Each session is up to 35 minutes by phone (or video if needed). I will call you at our agreed-upon time.
Other Services
The Money Team
$250
Exclusive Plays
I trade options every week, and I share some of my plays on YouTube. If you’re looking for more options trading ideas, I can help. Join the Money Team.
What you get:
**Up to two (2) option plays per week.
**The stock ticker symbol, expiration date, and strike price for each play.
**Email delivery of your plays on Monday mornings by 8:30am EST.
Please note:
I am not a financial advisor and I am not responsible for any losses you may incur.
To get started:
You must submit payment via PayPal and send me a screenshot of your receipt.
Email Coaching
$245
1-on-1 Coaching
I offer email coaching to help people with questions related to stocks, options, investing for beginners, retirement, Roth IRAs, taxes, and how to start a business (LLC or nonprofit).
Once payment is received, I will respond within 24-72 hours to provide specific answers, suggestions, or recommendations to your questions.
To get started:
You must submit payment via PayPal and send me a screenshot of your receipt.
Consultation Services
Blog Consultation
$249.99
1-on-1 Consulting
Time:
20-35 minutes
The consultation fee will be credited towards your coaching package if you move forward within 72 hours. If you choose not to move forward, the fee is non-refundable.
Speaking Consultation
$249.99
1-on-1 Consulting
Time:
20-35 minutes
The consultation fee will be credited towards your coaching package if you move forward within 72 hours. If you choose not to move forward, the fee is non-refundable.
Other Resources:
**How To Become A Paid Speaker
**How To Prepare For Your First Speaking Engagement
Book Writing Consultation
$249.99
1-on-1 Consulting
Time:
20-35 minutes
The consultation fee will be credited towards your coaching package if you move forward within 72 hours. If you choose not to move forward, the fee is non-refundable.
Other Resources: