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Portfolio Planning Bootcamp$0
4 private 1-on-1 calls ($2,000 value)
Personalized cash flow assessment
Personalized portfolio audit
Access to trainings, including:
6 hours to six-figures – 20 core trainings, less than 6 hours of content so you can build and manage your own portfolio ($10,000 value)
Portfolio building worksheet to save you hours of investment research ($500 value)
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Over $10,000 worth of BONUSES, including:
Beyond your Core Portfolio: with other asset classes outside of the stock market ($1,500 value)
Stocks on Steroids: how to pick winning stocks that could 10x your returns ($3,000 value)
How to Turn Your Money-Sucking Mutual Fund into a Winning ETF portfolio ($3,000 value)
10 Minute Portfolio manager: how to manage ALL your investment accounts and family's accounts in less than 10 minutes per month ($1,000 value)
Fast path to cash: how to ask for raise that you're overdue for ($500 value)
How to start a service-based business ($1,000 value)
45 days unlimited email access
...and many more!
TOTAL PROGRAM WORTH OVER $25,000 IN VALUE
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