We put aside the myths and translate the financial jargon
Every session is one-on-one. Our practical guidance takes you from "someday I will invest" to "I started investing". You do it in your own brokerage account, with full control of your money
THE COACHING SEQUENCE
Your guided learning journey
We begin by mapping what you already know and what you want your money to do for you. You will be mentored by a certified investment specialist who a) does not want to sell you anything else and b) does not work under commissions. Our mission is to teach you to invest on your own. Here is what we cover along five or eight sessions, depending on the plan you choose.
THE ESSENTIALS
First we go over the basics of investing
From day one, we will be working with easy-to-follow educational material and show you how it all looks in the trading platform where you will open your brokerage account. We walk through every screen together. We explain what each thing means and why it matters.
THE INVESTING VEHICLES
Understanding the many options you have to invest
Stocks are just the start. We don't teach you about the "stock market", we teach you about the "securities market", which means the investing vehicles go way beyond stocks. We cover ETFs, bonds, index funds, money-market instruments, mutual funds and REITs in plain language. Remember, we do the translating.
YOUR BROKERAGE ACCOUNT
With our guide, you open your brokerage account
Most trading platforms seem complicated and confusing. The industry wants to scare you away. But if a knowledgeable investor guides you step by step, you will find it doable. With a personal mentor, you can become a DIY investor.
YOUR PORTFOLIO
Managing your account
We make sure you feel comfortable navigating the trading platform. We teach you order types, charts basics, how to read a quote and the mechanics on your interface. We turn it into familiar territory.
Then, using your own criteria — risk comfort, time horizon, what you care about — we help you put together a simple starting portfolio. You decide what goes in. We make sure you understand why.
YOUR FIRST INVESTMENT
Making your first real investment, together
Side by side in a live session, you will place your first order. We are there if a question comes up, but the action is yours. That is the whole point — you leave knowing you can do it again on your own. And no one else manages your money for you.
Your money never leaves your hands — not once.
We provide educational services, not management, brokerage or advisory services. We have no access to your account, no authority over your funds, and no interest in keeping you dependent. The goal is for you to not need us after the program.
BEFORE YOU BOOK
Questions we hear most often
Do I need any experience?
How many sessions does it take?
Will you pick my investments?
No. We explain and then you choose based on your own criteria. Every decision is yours — that is the point of the program. We are like training wheels on a bicycle.
None at all. The first session assumes zero prior knowledge. If you know what a stock is, that is already enough to begin. We will clarify all myths and half truths.
We offer two plans, one if you want the basics and one if you want to trade Options. It takes five or eight weeks depending on the plan you choose. Go to Services section.