Working with me
Do you want to become a successful investor?
Are you having trouble wrapping your head around the whole concept of figuring out what stocks and ETF’s are worth buying and when to sell them? Could you use someone who will teach and mentor you to make better investment decisions?
I’m here to help.
I help new and experienced investors who are striving to become financially independent but feel intimidated and confused by the investing process. They either don't where to start or they feel they are not making enough progress with their portfolio. I teach and engage with them on how to make educated investment decisions so that they can achieve financial freedom with confidence.
I work with people who are motivated and committed to investing. They want to learn how to frame their investing decisions with structure and process. If you’re ready to become an empowered and engaged in the investment process, I can help you get there!
The first step is to find your investing path and I've put something together that can help you begin your investing journey on the right foot
Beginning Your Investing Journey: Laying the foundation for your investing success
Your investing journey to date
You’ve been thinking for a while that you need to take more action in growing your savings so you can meet your long-term financial goals. Your friends, family, and colleagues have told you repeatedly how much investing is important. You keep saying you’ll get around to it...someday.
You’re hesitant because you’ve seen people in your circle lose some or all of their savings investing and don’t want that to happen to you. You press on and start slowly dipping your toe by surfing the web, maybe taking some evening courses, and visiting your local bank to learn more about investing. You feel like you’re doing the right thing and are on the right path to taking control of your money.
You opened a trading account and tried to buy some stocks, and it didn’t go well. You felt you were on a right path but suddenly you now feel like you are in a ditch with no way to get out.
Your investing experience has left you with a bitter taste because you are following an investing path that is not compatible with your lifestyle.
You’re not alone.
I want to tell you that investing is a lot easier than what the industry makes it out to be and that there is an investing path for you that can allow you to become a successful investor on your terms.
Your financial freedom is within reach
Your intentions with investing are simple. You just want to make sure your hard-earned savings are growing meaningfully so you will have the money to achieve personal goals that are important to you.
By becoming more involved with your finances, you feel hopeful that you are on the right path to becoming financially independent.
You wish you could just get over your fear and trepidations of investing, so you can improve your odds of building an adequate nest egg for your future.
When you finally sit down and start trying to figure out what stocks to buy:
Your head spins trying to figure out what all these investing terms mean. P/E ratio? Balance Sheet? Stock buy-backs? Why does investing have to be this confusing?
You have all these impressive-looking slick charts, graphs, and reports you bookmarked from the Internet but have no idea what they mean and how to use them to make investment decisions. You feel overwhelmed by the mountain of information.
You freeze. You hesitate. Eventually, you press the Submit Order button and hope the stock goes up.
I can help you get your investing mojo
I help new investors who want to be financially independent but feel intimidated and confused about the investing world. They don’t know what the right investing path is for them nor where to begin. I teach and engage them how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence.
After this short coaching program you will:
- Begin to eliminate the intimidation and confusion about investing by identifying an investing path that is compatible with your lifestyle and that you can engage with confidently.
- Narrow down your focus on the types of investments that will have a better chance of growing your savings for you.
- Have an action plan that you can implement immediately that will identify:
- What specific investing skills you need to develop that will help you make better investment decisions.
- How to begin developing your framework for making investment decisions.
The Package: Let’s begin your investing journey!
Your investing journey to date
Before we meet, you will fill out a questionnaire that will give us both some clarity on the investing path you’ve taken so far and how you react to certain situations that are likely to occur on your investing journey. The answers you provide will form the basis and will enhance our coaching conversation.
The Reveal: What is the right investing path for YOU?
In our 60-minute discussion, you will have the answers to:
- Where investing fits into your priorities.
- Whether you should invest on your own or work with an advisor.
- Whether you should truly invest in individual stocks or in more diverse investments such as Exchange Traded Funds (ETF’s).
Beginning the journey
With your investing path defined, you will receive within a day, a written action plan to begin your investing journey right away. In addition, you will receive a document outlining a roadmap for you to develop your investing skills. These documents will provide you with a solid foundation so you can start working towards making successful investment decisions.
2 weeks after our session, we’ll do a 15-20 minute check-in and see how you are progressing on your investing journey. If there is something unclear to you, we can address it so you don’t waste any time beginning your journey.
Just think, you will finally feel that you are going in the right direction in growing your savings and truly taking control of your financial destiny!
Price: CAD $99 + HST (Total Charged - CAD$111.87)
Are you interested in working together? Brilliant! Here’s how to get started.
Step 1: Click here to register for program and reserve a time slot on my calendar. You can make your payment directly when you book your appointment. Payment is process via Stripe and accepts all major credit cards.
Step 2: Within 24 hours after confirmation of payment, you will receive a confirmation email from me indicating we are good to go for our session.
Step 3: I will send you an email with a link to the questionnaire that you need to fill out and send back to me before we meet.
Step 4: It’s go time! Let’s get to work!
If you have any questions about the program I’d be happy to answer them. You can email me at firstname.lastname@example.org
I look forward to helping you unleash your inner Sage Investor!