Here's a short list of what we do:
- Help develop a "wealthier" mindset around money and investments
- Help create a system for managing money that allows you to spend it without feeling anxious or constantly grinding through a budget
- Help you maximize every dollar that comes into your household
- Help make sure you're not overpaying on anything (insurance, debt, even your retirement contributions)
- Help you learn to maximize rewards spending and travel bonuses (so you can potentially fly for free like I do)
- Help educate you on the different types of investment options available, and how YOU can use them to your advantage
- Help set up your investment accounts
- Help eliminate any investment fees you may be paying
- Help give you direction around your investment selections
- Help make investing easier (literally I just give you MY OWN personal investment portfolio)
- Help you become independent from the costly financial services industry
- Help you learn advanced trading techniques to increase your monthly cashflow
- Teach you the exact options strategy I used to grow a 3k account to over 7-figures in a few years
- Give you an options trading app where you can learn and mirror my own personal trades
- Give you an entire membership portal
- Give you group coaching calls
- Work with you 1-1 to maximize your wealth the right way