Your money
Your account
Your decisions
We don't ask for your money to manage it for you. We sit with you, and mentor you, step by step, so that you learn the essentials and open your own brokerage account. After the fourth session, you will be able to assemble your own portfolio and make your first real investment.
Three steps until you start investing
Open your own brokerage account
Learn the products that fit your goals
Make your first investment alongside us
First, we walk you through the essentials of investing (products, trading platform) and help you open your own brokerage account from scratch — no prior experience needed, we translate the jargon.
Stocks, ETFs, bonds, T bills, mutual funds — we cover what each one is, how they behave, and how to use your own criteria to decide where to invest. We show you that investing is much more than just stocks.
After learning the basics of charts and fundamental analysis, we guide you through making your first investment — live, together, in your account. After that, you know exactly how to do it again on your own. You take control.
Built for working people with a firm desire to become a DIY investor...
If you have steady income, some savings losing value to inflation, and an internal sense that you should be doing something more with your hard-earned money — this is exactly for you. No more waiting for "some day".
You can start with US$1,000. You control your money at all times. We provide you in five to ten coaching sessions (depending on the plan you prefer) a clear, guided path from curious to confident.
The first step is a 20-minute conversation — no commitment.
We'll talk through the details of the program, we answer your questions, so that you can truly know what to expect, and whether our coaching is the right fit. No pitch. No pressure.