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Coaching services
Free Discovery Session
Unsure what you want to do? Take this opportunity to meet with me for free so you can perform your due diligence, get to know me and understand a bit more on what I can offer!
Bachelor Degree Program
Program is designed for beginners. If you are starting from scratch on your personal finance journey this is the program for you. Offerings as part of this program includes:
- Customized Budget / Spending Tracker
- Net Worth Template
- 4 Coaching Sessions
Master Degree Program
Designed for those with some personal finance knowledge but crave the opportunity to deepen their knowledge. Offerings as part of this program includes:
- Customized Budget / Spending Tracker
- Net Worth Template
- Investment Plan Template
- 8 Coaching Sessions
- Real Estate Knowledge Share
- Investing/Trading Knowledge Share
PhD Degree Program
Designed for advanced individuals. If you're looking to win more on the margins and sharpen your well articulated goals - this is the program for you! Offerings as part of this program includes:
- Customized Budget / Spending Tracker
- Net Worth Template
- Investment Plan Template
- 12 Coaching Sessions
- Real Estate Knowledge Share
- Investing/Trading Knowledge Share
- Masterclass Session
- Private Group Messaging
- Unlimited Q&A
Coaching Session
It's completely alright if the programs mentioned above are not for you! If you have questions or specific topics you would appreciate some coaching on then sign up for this ad-hoc session! We'll spend the entire time tackling your specific needs.