Discover your "aha" moments, avoid costly mistakes, and walk away feeling confident.
Why do I need a private coaching?
The best way to learn anything is to get private, friendly help. When I was in college, I often visited my professor in his/her officer hours so that I could get specific answers, feedback, and support in the areas I struggled with. Having a private dialogue allowed me to understand things better and get clarity when I felt stuck.
When you sign up for a development day, you will get 100% focus and attention on your needs. This will dramatically cut the learning curve and help you see results quicker than being one of many in a class.
As a bonus, you will receive a FREE annual membership in URBN Trader where you will continue to get support.
What are the next steps?
Once you sign up for one of the coaching sessions, you will receive an email with the next steps. We will send you a survey about your investing or business goals. Next, we will develop a custom plan to suit your specific needs. Finally, present our plan with action items and spend 4 weeks helping you improve. We will work on your timeline and schedule. You can use our Calendly link to schedule each session.
Tell me more about New Client Coachings
For people who need quick answers, want to brainstorm ideas, or solutions to a few moderate level problems. We want our clients to walk away with the answers and directions they were looking for.
How long is each session?
The new client coaching will last for 30-minutes. It will be friendly and focus on answering your questions related to investing and entrepreneurship. Most clients use this time to get help or suggestions on a handful of issues they are facing. The 4 session coachings will each last 60-minutes and will have an agenda for each session. These sessions are designed for in-depth discussions and problem solving.
What does the custom investment plan include?
First, you will answer some simple questions about yourself and your goals. We complete 3-hours of analysis for each client to complete the best and smartest list of stocks, REITs, bonds, etc to meet your conservative or aggressive goals.
We provide a detailed explanation of our selection, dollar cost averaging, and "what if" situation that could arise in the market. This is provided so clients are aware of the reasons and evidence for our investment hypothesis.
Plus, we provide a 15-minute chat via Zoom or phone to answer any questions you have.
Legal Disclaimer: Although we conduct extensive analysis for each client, we are not financial advisors or broker-dealers. Many clients come to us first for a client-specific investment blueprint before consulting with a financial advisor to avoid being put into a generic model portfolio.
Do you offer legal or financial services?
We do not provide any legal or financial advice. We are not a broker-dealer. We provide education, simplified, to make you confident and self-sufficient in the areas we cover.