Professional Services
Choose the consultation service that best fits your needs and investment goals.
Investment Consultation
45-60 minutes
Get personalized investment advice tailored to your financial goals and risk tolerance.
- ✓Portfolio review and analysis
- ✓Investment strategy recommendations
- ✓Risk assessment
- ✓Q&A session
- ✓Follow-up action plan
1-on-1 Investment Coaching
2 sessions × 45 minutes
Deep-dive coaching sessions to transform your investment approach and mindset.
- ✓Comprehensive financial assessment
- ✓Personalized investment strategy
- ✓Goal setting and tracking
- ✓Ongoing support between sessions
- ✓Custom investment plan
VIP Business Consultation
4 hours in-person
Intensive in-person session for business owners and entrepreneurs.
- ✓Business financial strategy
- ✓Investment planning for businesses
- ✓Tax optimization strategies
- ✓Wealth building for entrepreneurs
- ✓One-on-one intensive coaching
Availability Schedule
Alternate Saturdays
By appointment
Every other Saturday
Sundays
4:00 PM - 7:00 PM
EST/EDT
Mondays
6:00 PM - 8:00 PM
EST/EDT
Tuesdays
6:00 PM - 8:00 PM
EST/EDT
Thursdays
6:00 PM - 8:00 PM
EST/EDT
📞 Ready to Book Your Consultation?
All times are in Eastern Time (EST/EDT). Sessions are conducted via video call or in-person for VIP consultations.
How It Works
1. Book Your Session
Choose your preferred service and schedule a time that works for you from our available slots.
2. Prepare for Success
We'll send you a preparation guide to help you get the most out of your consultation session.
3. Transform Your Strategy
Get personalized advice and actionable strategies to accelerate your investment journey.
Frequently Asked Questions
What's included in a consultation session?
Each session includes a comprehensive review of your current financial situation, personalized investment recommendations, risk assessment, and a detailed action plan to help you achieve your goals.
Are sessions conducted online or in-person?
Regular consultations and coaching sessions are conducted via secure video call. VIP Business Consultations are conducted in-person for the full 4-hour intensive experience.
Can I reschedule if something comes up?
Yes, we understand life happens. Please provide at least 24 hours notice for rescheduling. We'll work with you to find a new time that fits your schedule.
Do you provide follow-up support?
Yes! All consultation packages include follow-up support. You'll receive written summaries of our session and can reach out with questions via email for continued guidance.