Quick-Start Unsophisticated Investor


Your path to financial success will be unique to you, and the obstacles you must overcome will be yours alone to face. You can spend time learning the ropes and applying what you learn OR you can dramatically shorten your learning curve by getting a mentor/coach to help you accelerate the process.




Need help getting started as an investor?

You want to invest but you just don’t have the time to learn all the ropes to get started. You want a quick start to get set up and get going. You want to automate the process as much as possible so you can focus on other things while your money grows.e

Have you been procrastinating?

Wouldn’t it be great if you could get all situated in less than a day? Well, that’s what we are going to do here. I have put together this quick start coaching package for the unsophisticated investor. Below are the things I will coach you on in this package.
  • Help you Identify a simple investment strategy to start
  • Help you pick your investment tools
  • Help you get the most out of the tools for your investments
  • Help you automate where possible
  • Provide support


  1. Provides direction, insight, and instruction on specific financial issues.
  2. Interaction is based on the mentor’s highly relevant experience
  3. Helps you clarify and prioritize your goals and shorten the time to reach them.
  4. Helps provide a sounding board while navigating investment decisions.
  5. Helps brings structure and direction to your investing process.
  6. Empowers you with support, encouragement, inspiration, and motivation.


  • People who want to invest but don’t know where to begin
  • People who have little time to actively manage their portfolio
  • People who want to shorten the learning curve


One on one or group sessions

  • In Person
  • Video Conferencing
  • Phone


  1. Sign up
  2. Schedule your first appointment
  3. Complete my survey (this will help make our sessions productive and efficient)
  4. Session 1 – Discovery (1/2 hour): Our initial session is a laser-focused session to discuss your goals, opportunities and challenges.
  5. Session 2 – The plan (1 hour): Here we discuss a suitable quick start approach and tools needed.
  6. Session 3 – The setup (1 hour): This is the session where you wire up your strategy
  7. Session 4 – Followup (1/2 hour): This session is to help address any questions.
Important Note: I do not recommend or sell financial products, and I do not receive commissions or other rewards. Because of this, my clients know they will receive advice and guidance that is not biased by compensation.

Contact me today to schedule your session.


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