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1:1 Consultation

1:1 Consultation

In our 1:1 consultation we will create a personalized 2023 investing plan based on your goals including practical steps to achieve them.
 
  • Identify investment sources - lump sum and DCA and outflows
  • Identify your ideal time horizon
  • Investment portfolio mix
  • Investing schedule

In addition we will
 
  • Dicuss and explore any investing topic or questions you have
  • Review your current portfolio and provide guidance and re-balancing suggestions
  • Identify gaps in your portfolio makeup

    Sessions last for 60 minutes and are recorded.  There is also the option to meet in person.
$247.00 Regular Price
$217.00Sale Price
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Legal Disclaimer

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The content of this blog and the Stock Market Investing course group are for educational purposes only and I am merely citing my own personal opinion.

I am not a licensed financial advisor and this class is not intended to be used as a complete source of information on any particular company or investing vehicle.

Every investment decision is your decision and your responsibility. Always research your own investments and consult with a registered investment or pension adviser.  All stocks and investments mentioned in the course are merely being used for illustrative purposes and are not a recommendation to buy or sell specific securities. 

Any individual who chooses to invest money should do so with caution. Investing carries a high degree of risk; you may lose some or all of the money that is invested.  I am not responsible for your success or failure

Do not invest money that you can’t afford to lose or rely upon to cover your cost of living.

We will never sell or give your information to any person or organization.

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