Stop Guessing With Your Money. Ger Clear, Actionable Guidance. 

Section 1: Who This Is For

This is for you if:

• You’re managing your own investments but want a professional sanity check before you act
• You’re tired of vague advice and want clear “do this, not that” guidance
• You don’t want to hand your money over to a traditional advisor with high, hidden fees
• You’re willing to implement, but you want someone experienced looking over your shoulder

This is not for you if:

• You want someone to blindly “pick stocks” or speculate for you
• You’re looking for a get-rich-quick shortcut
• You’re not willing to follow through on agreed changes

Section 3: Offer 1 – $250 Implementation Call (15–30 Minutes)

  
This is a focused 15–30 minute call to get you unstuck and into action.

We’ll use this session to:

• Review your current situation and top priorities
• Identify the 1–3 most important changes to make right now
• Give you specific, step-by-step recommendations you can implement immediately
• Answer your key questions so you walk away clear and confident

Perfect for you if:

• You have a specific decision to make (allocation, rebalancing, what to do with cash, etc.)
• You’ve already done some homework and just need expert confirmation
• You want a “second opinion” before you pull the trigger

What happens after you apply:

1. You fill out a short application form with your goals and current situation
2. If it’s a fit, I’ll send you a booking link to schedule your 15–30 minute call
3. You pay the $250 to confirm the session
4. We meet, review, and you leave with a clear action plan

Section 4: Offer 2 – $500 Ongoing Question Support

If you want more than a one-off call and prefer to have access to me for follow-up questions, this option is for you.

With this package, you get:

• Priority access to ask questions as they come up
• Clarification on recommendations we’ve already discussed
• Guidance as market conditions or your circumstances change
• Support in implementing changes correctly, not just talking about them

You’re not left alone trying to remember everything from one call. You have a direct line to ask, “Is this still the right move?” before you act.

Pricing: $500 for ongoing question support
(You can define the exact format in your onboarding: e.g., a set number of calls/messages over a set time period.)

Ideal for you if:

• You like to move step-by-step and check in along the way
• You manage your own accounts but want a reliable expert in your corner
• You’ve got multiple decisions coming up over the next few weeks or months

Section 7: Why Work With Me

• 15 years of experience helping individuals manage and optimize their portfolios
• Focus on simple, understandable strategies over complex jargon
• Transparent pricing with no hidden commissions or product agendas
• Implementation-first: every call ends with clear next steps you can actually take

Clients come to me when they’re tired of vague advice and want clear, actionable guidance.

Section 8: FAQs

Q: Do you manage my money directly?
A: I don’t log into your accounts or execute trades for you. I guide you on what to do; you stay in control of your accounts and decisions.

Q: Is this right for beginners?
A: Yes, as long as you’re willing to learn and take action. I’ll explain things in plain language without talking down to you.

Q: What if I just want to try one call first?
A: Start with the $250 implementation call. If we’re a good fit, you can upgrade to ongoing support or the 0.25% partnership afterward.

Q: Is there a contract for the 0.25% management option?
A: I recommend at least a [6 or 12]-month commitment so we can see the strategy through, but you’re not locked in for years. You can stop at any time according to our agreement terms.