Investment Coaching Services

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.

Portfolio Analysis Services


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:

  • One-on-one counseling to develop your current investment profile.
  • Coaching guidance on investment issues that you may need to be aware of.
  • A report at the end that provides an analysis and evaluation of your portfolio along a recommendation of an optimal portfolio that is in alignment with your profile as well as some guiding principles for your consideration as you move forward.
  • Access to our investment research database (coming soon) and timely alerts emails on important investment events to aid your investment analysis.

We work with a one-time, flat-fee compensation package. For further information, please contact us

Investment Coaching Services


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:

  • 1-2 hours per week of tutorials on key investment topics. While we do have a core product set of modules, we will customize the tutorials to your level of financial literacy. If you know nothing about investing, we can start at square 1. If you have a high level of understanding of the stock market, we can work on more advanced areas. Click here for an overview of our core tutorial modules.
  • 1 hour per week of follow-up coaching calls where we discuss current investment issues in the market and investment decisions you are facing. We leverage the lessons of the tutorials to enhance your ability to make effective investment decisions.
  • Access to our investment research database (coming soon) and timely alerts emails on important investment events to aid your investment analysis and development of your financial literacy.

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.