Take control of your financial future… today!

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

For the last 10 years, the stock market has been a frustrating and hostile place. 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 discouraged with your current investment results. If you’re frustrated, worried, or disheartened by your current investment plan, then it’s time to make a change.

The Zen Investor Coaching Program is for people who are motivated, hungry and ready to do whatever it takes to turn their situation around and start enjoying the benefits of having a clear and robust plan that will get them on the path to financial success.

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

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

Double your investment returns while cutting your risk in half.
Become a master at making clear and correct investment decisions.
Eliminate the fear of opening your monthly brokerage statement.
Stop worrying about money and start living the life you love.

This program isn’t for everyone though, and I’m picky about who I take on as clients.

In order to get the best results you have to be ready to commit to your success. This program is not for people that are interested in day to day trading or are unable to make a serious commitment to creating a better financial future.

Learn how to invest with calm, confidence, and clarity

There are three levels to choose from which range from 1 month to 6 months at varying levels of intensity.

During our time together we will cover topics like:

Your track record – how well have you done so far, and where you are bleeding money.
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 pieces of your plan on autopilot while continuing to grow.

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 with email and phone support.
Triage: Stop the bleeding and find where you are losing you money.
Reduce costs and create a streamlined investment plan.
Review your results and opportunities.
Evaluate your current risk profile.

$997

Portfolio Makeover

3 Month program that includes the 30 day Quick Start.
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 personalized support and coaching for any level investor.
Guidance while you implement your investment plan.
Feel empowered when you know how to make your own decisions.
Additional 6 months of follow up.

$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