Exactly what's included, nothing hidden.

ADVANCED — 8 sessions

EXTENDED — 10 sessions

The basics and your first investment

More depth and more investing vehicles

Advanced content plus Options trading

We open your brokerage account together, walk through the platform, and introduce you to the fundamental investment products (besides stocks). You finish knowing exactly where your money can go and keep doing it.

Everything in the Advanced plan, plus the basics of Options trading. This is a very popular approach that lets an investor trade derivative contracts of a stock instead of the stock itself, making it more affordable. It's also riskier.

Everything in the Starter plan with more depth, additional practice and more platform features. Plus the overview of additional investment vehicles (money market-vehicles and REITS) to have a wider menu to choose from.

STARTER — 5 sessions

US$800.00

US$2,000.00

US$1,500.00

This plan requires a minimum of US$1,000 to make your first investment

This plan requires a minimum of US$2,000 to make your first investment

This plan requires a minimum of US$3,000 to make your first investment

FITS YOUR SCHEDULE

One-hour sessions on your time

All sessions are one-on-one and run remotely. Evenings, weekends, early mornings — we try our best to adapt to your schedule provided it matches our availability.

No office visit, no commute. Just a screen share, a steady pace, a once-a-week commitment, and step-by-step guidance through the process. You will open your brokerage account (assuming you do not have one) and make your first investment on your own computer

Not sure which package fits? Let's talk.

A free session takes only 20 minutes. We'll cover where you are, what you want to understand, and which package makes sense — no pressure, no pitch.