EDUCATE YOURSELF TO A BETTER FUTURE
Your Future – for you, by you
Educate yourself on the basics of investing, learn, apply best practices, and secure your financial health.
✓ SIMPLE LANGUAGE
✓ lEARN AND APPLY
✓ free TOOLS
Basics
Understand the basics before jumping head first into complex topics
01
Basics
02
Intermediate
<Coming Soon>
03
Advanced
<Coming Soon – based on your feedback>
Simple pricing, for everyone.
While we offer broad based free tools and resources, we also know there is a need for more focused learning. The following options are available to you (all sessions are fully remote, and you can join from the comfort of your home or a coffee shop).
Essentials
The essential tools for financial success
$29.99
/person/session
Includes:
✓Secure online payment
✓Industry-leading financial education
✓Time-tested best practices
✓30 minutes, session restricted to 20 participants
Advanced
Take your investing skills to the next level
$39.99
/person/session
Includes:
✓Secure online payment
✓Fully remote
✓Time-test best practices and strategies
✓30 minutes, session max 10 participants
Customized
Comprehensive 1-1 help to meet your needs
$59.99
/person
Inclusive of:
✓Secure online payment
✓Fully remote
✓Dedicated premium assistance
✓30 minutes, 1:1 session
All pricing is in USD.
What our customers say
“The no (sales) pressure environment was great for me.
The advanced level session was perfect for me, the virtual class only had ten participants, and there was plenty of time for Q&A.
Totally worth it, highly recommend!”
Sarah Johnson
Intermediate investor
How can I sign up for a lesson?
Simply connect with our team, explain your needs, and we’ll recommend and help you sign up to one of our upcoming sessions.
Am I allowed to change my scheduled date?
Absolutely! As long as you provide at least 45 days advance notice, you can modify your date one time without incurring any additional charges.
What is your policy regarding cancellations?
For events that are cancelled within 30 days, we will refund the full fee.
Require further clarification in matters pertaining to your finances?
Struggling to locate the information you seek? Let’s engage in a discussion.
Our meticulous approach
eases your burden.
✓ Seamless transaction
✓ Flawless meetings