$3,750

An account already exists with this email address. Is this you?

Sign in
 

Investment Strategy Program

Coaching program focusing on developing an investment strategy. We will use the time to establish your baseline for investing (e.g., risk tolerance, budget, goals), do a comprehensive investment vehicle & asset class education (i.e., overview of all investment vehicles and asset classes), and develop a tactical investment plan.

At the end of this program you will:

  1. Think like a boss: learn the fundamental concepts needed to understand how to maximize your money, time, and energy

  2. Act like a boss: develop the mindset shifts needed to own your money (so it does not own you)

  3. Stack like a boss: build a robust investment strategy that aligns with your current life, meets your specific long term goals, and generates generational wealth

What you'll get:

  • Three (3) 60-minute coaching sessions to set investment goals, develop an investment strategy, and support execution of your strategy
  • Five (5) peak performance on-demand training modules
  • Three (3) worksheets to help you establish your purpose as it pertains to investing
  • One (1) worksheet to help you build your investment strategy
  • Two (2) self assessments to identify your risk tolerance
  • Two (2) self assessments to identify your strengths and preferences
  • Several resources and support to help you develop your investment strategy including:
    • Overview of importance of long term investing
    • Comprehensive investment vehicle overview with qualitative risk & returns
    • Comprehensive asset class overview with historical risk & returns
    • Investment calculator
    • Risk-tolerance self-assessments
    • Development of a detailed action-oriented investment strategy for you to implement post-sessions
  • Access to support via email for two weeks after the session for additional support (e.g., follow up on progress, finalizing plans)

What People Are Saying:

Working with Tony has left me speechless time and time again. I knew I needed some financial coaching but he has opened my eyes to a completely different and more sophisticated world of investing. I have the clarity and confidence I need to walk in my purpose and live the life that I choose - with financial security to boot!

Donna

Tony's holistic approach to excellence has left me with not just an understanding of what is needed to unlock my full potential but with tactical steps needed to bring about this change in my life. We worked together on building an investment strategy and laying out a career roadmap and I developed the clarity needed to level up in all areas of my life.

Cecil