Our coaching and consulting is bespoke. It is tailored to your circumstances, needs, and resources.
To give you a rough idea of how our coaching and consulting works, take a look at the table below. Depending on your needs, you can contract with us for 1 session where we do a review and tune-up of your current investment strategy. Or if you want to dig a little deeper, you can contract with us for 2 sessions, and get a full audit of your current strategy and portfolio design. And if you want to completely overhaul your current strategy and portfolio, you can contract with us for 3 sessions.
Tune-up
Strategy Review & Evaluation
1 Private Consulting Session
Includes A Summary Report
- Narrow focus
- 1 or 2 issues
- Discovery
- Stress testing
- Suggestions & Recommendations
$350
No credit card required.
Overhaul
Take Apart & Rebuild From Scratch
3 Private Coaching Sessions
Includes An Action Plan
- Discovery
- Diagnostic
- Plan design
- Implementation
- 6 months of unlimited email support
$1,500
No credit card required.
Full Audit
Full Review of Your Current Process
2 Private Coaching Sessions
Includes A Detailed Report
- Discovery
- Diagnostic
- Test assumptions
- Portfolio redesign
- 2 months of unlimited email support
$650
No credit card required.
I started with the tune-up because I wasn't sure how much help I really needed in order to do what I wanted - get organized and put a plan in place that I could use for the next 5 years or so. About halfway through the process I realized that the complete overhaul package was what I needed. Erik allowed me to switch without any loss of momentum, and he gave me full credit for the money I had already paid for the tune-up. I thought that was very cool. - George.
We started with the 2 session package and quickly realized that we needed more time than that. Erik was great about extending our agreement with no penalty or loss of focus. We paid for what we needed, and not for the things that didn't matter to us. This is a great service model. - Colleen