My name is Erik Conley and I do Investment Coaching.
I help people take control over their investments and learn how to make money consistently in bull markets while limiting their risk of losing money during bear markets.
As a Personal Investing Coach, I take time to get to know you - your needs, your goals, your trading habits, your history, your assumptions, your mistakes, and your potential to do much better.
I get to the root of what's causing you stress, anxiety, and frustration. I study your past investing behavior, your decision-making process, and your track record. I analyze the results and come up with a plan to help you change old habits and replace them with new ideas and strategies that get results.
Just like a personal trainer at the gym, I work side-by-side with you to build the skills, strategies, and discipline that will last a lifetime. I build up your confidence and improve your competence, with the ultimate goal of seeing you achieve independence and self-sufficiency. And if I do my job well, you will eventually fire me!
Consider these questions:
- Are you struggling just to break even in the market?
- Have you fully recovered from the 2020 market selloff?
- Are you concerned about running out of money during retirement?
- Are you unsure about who you can trust to manage your money?
- Are you tired of paying high fees?
- Do you want honest, unbiased advice about investing?
If you want to explore some steps you can take to deal with these and other issues, request your FREE 30 minute consultation and see how easy it can be for you to take control of your finances. During this free session, you can ask for more details about how our services work, and you can decide whether coaching is right for you. The coach will ask specific questions that are designed to measure how much potential for improvement you have, to help you figure out if coaching is right for you.
Here's a partial list of some of the things we can work on together:
Analyze what's wrong with your current strategy Evaluate your current holdings and eliminate the toxic waste Review your account structure to eliminate gaps Investment Goal Setting workshops Create an outline for your new investment plan Review your current broker/adviser arrangement Make sure you're taking full advantage of tax breaks and employer contributions Look for patterns of repeated mistakes and eliminate them
If you think you might benefit from coaching in these areas of investing, send an inquiry to us at info@zeninvestor.org
Congratulations on making a smart decision.