Coaching & Consulting Services

Zen Investing is two things: a specific set of skills, and a game plan. It enables you to remain calm in the face of market chaos. It’s having a clearly articulated plan, a well-chosen strategy, and a detailed methodology that will guide you through the ups and downs of the market. With an ecosystem of checklists, trading rules, price triggers, and event alerts, you will always stay on plan and handle any surprises the market throws at you.


Strategy Review & Evaluation

1 Private Consulting Session

Includes A Summary Report

  • Narrow focus
  • 1 or 2 issues
  • Discovery
  • Stress testing
  • Suggestions & Recommendations


Add to Cart

No credit card required.


Take Apart & Rebuild From Scratch

3 Private Coaching Sessions

Includes An Action Plan

  • Discovery
  • Diagnostic
  • Plan design
  • Implementation
  • 6 months of unlimited email support

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

No credit card required.

George Burens

I started with the Silver package 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 full training 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 paid to take the beginner course. I thought that was pretty cool.

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If you want to get started with some free information about what you can do to improve your skills as an investor, enter your name and email for instant access to my FREE weekly newsletter. When you subscribe to the free newsletter, you also get my FREE REPORT “Using Past Market Bubbles To Predict The Next One.”  This report could not come at a better time for investors.