— Personal Mentoring Plans
Exactly what's included, nothing hidden.
Every plan covers the same ground: personal one-on-one coach, brokerage setup, product basics, platform navigation, portfolio decisions, basics of charts and your first real investments. Each session is 60 minutes long and are schedule once per week during the five, eight or ten weeks, depending on the plan you choose
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
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.