With so many financial terminology and concepts, where do you even begin?
Backed by Wall Street data-driven best practices, I will simplify investing down to its most important and actionable elements.
Knowledge without action is worthless.
My investment coaching lessons will bridge the gap between the “fancy” financial jargon vs. the practical so you can start investing your money and putting it to work immediately!
Want to know the #1 killer of investment returns?
I will give you the tools and strategies to help “set and forget” your investment plan so you can go back to doing what you do best.
Here are just some of the topics that I cover during our 1-on-1 coaching sessions:
There are 2 major differences between Investment Coaches and Financial Advisors.
Difference #1: Work Functions
An Investment Coach is someone who teaches and simplifies investing down to its most relevant and actionable elements.
A Financial Advisor is someone who directly manages your entire financial wealth and investment portfolio.
Said in different way, an Investment Coach teaches you “how to fish” while a Financial Advisor “fishes for you”.
Difference #2: Compensation
Investment Coaches are compensated by a fixed upfront coaching fee while most Financial Advisors are compensated by "recommending" you high-fee financial products that charges you thousands annually (regardless of performance)!
Busy professionals who want to grow their own investment portfolio but don’t have the time (or patience) to do hundreds of hours of self-studying.
The majority of my clients have the following characteristics:
As someone who has spent 5-figures in coaching myself, I know how intimidating it can be to fork over your hard-earned money to another "coach".
That’s why I will take all the upfront risk off of my clients because I am THAT confident that I can teach you the proper data-driven way to invest your money.
Backed by Paypal's Legal dispute team, all of my coaching contracts explicitly state the following:
"We want to make sure you are more than 100% happy with the coaching service. If you do not like the service you purchased, you can request a full refund with an additional 25% bonus to help us improve the course."
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