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Our Services

8-Week Beginner Investing Class

Join me, 1 on 1, for 8-weeks as you and I build your confidence in navigating the stock market. Whether you're brand new or have limited experience, this class will guide you step-by-step through the core principles of investing. Each week covers a key concept; from understanding how the stock market works, to analyzing stocks, building a portfolio, and managing risk. You'll learn how to open a brokerage account, identify strong investment opportunities, and create a simple strategy for long-term financial growth.

 
Live sessions, Q&A support, hands-on exercises, and guided action steps.

Classes are available from Sept - Feb
*Limited Space Available

$120

Click below to agree to the Terms & Conditions and book session.

**Terms and Conditions for Investing Class** The class is intended for educational and informational purposes only and do not constitute financial, legal, or investment advice.

1. No Financial Advice Disclaimer These classes are designed to provide general knowledge about financial markets, investing strategies, and trading principles. Any discussions, examples, or insights shared during the session are for educational purposes only and should not be considered as personalized financial advice. We do not provide specific investment recommendations, stock picks, or trading signals. You are solely responsible for your own financial decisions. Always consult with a licensed financial advisor before making any investment.
 

2. Payment Payment of $120  must be received in advance to secure your spot for the class. After payment has been received, a confirmation email will be sent.

3.  Refund & Cancellation Policy No-shows will not be refunded or rescheduled. 

4. Confidentiality & Recording Classes are private and intended solely for the paid participant. Recording or redistribution of the session content without written consent is prohibited. We respect client confidentiality and do not share personal information. 

5. Assumption of Risk & Limitation of Liability Trading and investing involve risks, including potential loss of capital. We are not responsible for any financial losses resulting from actions taken based on coaching discussions. By participating in a investing or trading class, you acknowledge and accept these risks. 

6. Agreement to Terms By booking a class, you acknowledge that you have read, understood, and agreed to this policy.

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