An investor coach is a financial professional who goes beyond typical financial planning and advice and helps you identify your investment philosophy, understand your investment strategy, and provide discipline throughout your investment experience. This is why we are firmly committed to investor coaching. We believe that all investors should be encouraged to increase their knowledge of investing and financial principles. Through Investor Coaching, we serve our purpose to help transform the investing experience for you leaving you with the freedom and confidence to fulfill your purpose.

We are not suggesting that you need to become a licensed financial professional, rather what we are suggesting is that you “Get in the Game”. The fact is that it is your money and your financial goals and dreams; they can not be more important to us than they are to you. Furthermore, we don’t think you should ever let your advisor “play the game” for you.

We regularly hold these events/workshops in person and virtually via Zoom. You can keep aprised of these events by checking out the Events tab and/or by subscribing to our event mailing list which will notify you of upcoming events.