What You Will GetA live, one-on-one video session where everything from Book 1 and Book 2 gets applied to your actual life — your income, your goals, your risk appetite, and your specific questions. You'll leave with a clear, personalized action plan instead of more general theory. Once you book, you'll get instant confirmation and a short pre-session form so we can hit the ground running — no time wasted figuring out where to start.What's IncludedOne 60 minute live video call, one-on-one, no group sessionsA review of your personal financial situation — income, goals, and current savingsA live, real-time walkthrough of your actual investment app (IC Wealth, Black Star, or Databank), on your own accountDirect answers to whatever's specific to you — a fund fact sheet you're unsure about, a stock you're considering, an account-type decision, or anything elseA short written action plan sent to you after the session, so you have something concrete to followDelivered via video call (Zoom/Google Meet)BenefitsSaves you from the trial-and-error and costly mistakes that come with figuring things out alone — one conversation can save you far more than it costsFull personalization — nothing generic. This session is built entirely around your numbers, not a hypothetical exampleDirect access to the author himself, not a call center or a generic advisorYou leave with a plan you can act on immediately, not just more information to sit on
WE DON'T JUST TALK ABUT INVESTMENT I GENERAL. WE GO DEEPER TO WHAT FITS YOUR PERSONAL CIRCUMSTANCES
INVESTMENT OPPORTUNITIES FOR YOU PERSONALLY90 minutes
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