Take control of your financial future… today!

If I had to choose one word that best describes the emotional state that investors are in right now, it would be overwhelmed.

For the last 12 years, the stock market has been unpredictable, frustrating and hostile. Many investors are so shell-shocked that they have missed out on the powerful rally since 2009. Even professional investors have been rocked by the unprecedented volatility of markets around the world.

Is it any wonder that the average investor today is frustrated, anxious, and overwhelmed?

It doesn’t have to be this way!

Fire your broker and hire a coach

If you are tired of paying high fees for generic advice about your investments, then it’s time to make a change.

The Zen Investor Coaching Program is for people who are motivated, hungry and ready to do what’s necessary to finally learn how to take control and start enjoying the benefits of having a clear and robust plan that will actually show solid and consistent progress.

Together we will create a custom tailored-for-you plan that will draw on your natural strengths and abilities as an investor, while also staying within your risk and time constraints.

The Zen Investor Coaching Program is for you if you’re ready to:

  • Improve your results without taking on additional risk.
  • Become a master at making clear and correct investment decisions.
  • Stop worrying about losing your nest egg when the market crashes.
  • Gain the knowledge and learn the skills that professionals use every day.

This program isn’t for everyone though, and that’s why the initial consultation is so important.

In order to get the best results you have to be ready to commit to your success. This program is not for people who are only interested in hot stock tips or get-rich-quick schemes. You will work hard to get up to speed, but once there, you can put your portfolio on autopilot.

Learn how to invest with calm, confidence, and clarity

There are three coaching levels to choose from, with increasing levels of detail and intensity.

During our coaching calls we will cover topics like:

  • Your track record – how well have you done so far, and where you need the most help.
  • Risk – how to measure it, control it, and get paid for taking it.
  • Diversification – the closest thing to a free lunch for investors.
  • Your path – create an actionable plan with the right checks and balances that will govern all of your investing decisions.
  • Automation- how you can put your plan on autopilot and concentrate on more important things in life.

When we are finished, not only will you have a concrete plan to follow for growing your investments, but you will also have an advocate in your corner to offer ongoing support and guidance and make sure you get started on the right foot.

Take the next step!

Choose your program below, or contact me for a complementary consultation so we can see which package will fit your needs best.

Quick Start Program

  • 30 Day intensive program includes 5 weekly calls.
  • Triage: Stop the bleeding and get rid of the junk.
  • Review your track record and isolate any problems.
  • Evaluate your need, ability, and willingness to take risk.
  • Create a clear, simple and streamlined investment plan.


$997

Portfolio Makeover

  • 3 Month program that includes 13 weekly calls.
  • Build a solid foundation and plan for your investment future.
  • Audit your broker and optimize your risk.
  • Set achievable financial goals and streamline your process.
  • Set up alerts and news feeds.


$1495

Complete Investment Overhaul
(best value)

  • 6 Months of advanced coaching.
  • Step by step implementation of your customized plan.
  • Training in market history, risk, probability, and hedging.
  • Additional 6 months of follow up – 12 months total support.


$2495

But wait there’s more…

As a platinum coaching client you will also receive 1 year access to platinum membership! (a $497 value!)

  • Access to regularly updated charts to help guide your investment decisions.
  • Exclusive article database with all of my best investing secrets.
  • Complimentary workshops and home study programs.
  • Unlimited email support and Second Opinion™ access.


$2495