Private Portfolio Coaching

Service Description

Meet with me once a month for personalize portfolio coaching and build wealth long term! We meet for 1 hour each month and work to build your stocks, funds and create a plan for you to achieve your financial goals! As your Investie Bestie coach, I will teach you about how to find stocks, build your portfolio, manage expectations, find the best brokerage accounts and how to handle the volatile stock market. You will also receive first preference with any email questions you may have during the month. My desire is to show you what is possible when you start TODAY! It's doesn't require you to have a ton of money, but it DOES require your commitment! You will also receive several FREE trackers to help you on your wealth building journey! Note - Price is PER SESSION! *No refunds/returns *Not Financial Advice

Cancellation Policy

No Refunds or Cancellations. If you are running late or need to cancel, please inform me within 1 hour of our scheduled time. I will wait 15 minutes in the private chat for you to arrive. If I do not receive any updates, your session will be marked as a no-show. No Show Policy: Please keep in mind that if this occurs, I will allow for a single rescheduling within 30 days of the original appointment at your request. Note that the 15 minutes in which I waited for you will be deducted from the original time purchased. Thank you.

Contact Details