Frequently Asked Questions
Frequently Asked Questions
BOOK ORDERS
Are payments secure?
Yes. All payments are processed through Square, a secure and reputable payment provider.
Your payment information is encrypted and handled directly by Square. Your details are never stored or accessed.
How do I order multiple copies or different books?
If you’d like multiple copies of the same book, simply adjust the quantity at checkout. If you’re purchasing different books, please place separate orders for each title. Once processed, all orders will be combined into a single shipment, and any excess shipping charges will be refunded.
How do I receive the books?
Books are shipped to your address within 1-2 business days. You will receive a a signed copy of your book. USPS Tracking number will be provided.
Are the books signed?
Yes. Every order includes a personalized signature and a custom bookmark. You can request a specific name or message in the order notes at checkout.
What if my order is lost or arrives damaged?
Your satisfaction is my priority. If your order is lost or arrives damaged, I will issue a full refund.
Are the books suitable for beginners?
Yes. Each book is written for a specific stage of learning. If you’re unsure where to start, Growing Beyond a Paycheck is the best entry point.
Can I reach out with questions about the content?
Absolutely. I enjoy discussing the ideas in the books and welcome thoughtful questions.
Do you offer mentorship or support?
Yes. If you’re interested in mentorship or have questions about working together, feel free to reach out directly or book a free introductory session.
MENTORSHIP
What will I learn?
Depending on your tier level, topics may vary. At its core the program is designed to develop your independence as a trader. I teach strategies, tactics, and methods, but most importantly I teach you how to build a skillset. A true skill prepares you to adjust, create, test, and refine strategies in the future, so when markets shift or feel chaotic, you’ll know exactly how to respond.
Why should I choose you for mentorship?
I focus on people, not packages. There are no contracts, no long-term commitments, and no large upfront costs. You book sessions as needed and pay by the hour, continuing only if you feel they’re genuinely helping. Mentorship is one-on-one and hands-on, focused on building real skills and understanding, not selling pre-recorded content.
Do I need prior trading or investing experience?
No. Many students start with little or no experience. Others come in with years of exposure but lack strategy or consistency. Your starting point is determined during the free introductory session.
Can anyone start the mentorship?
This mentorship program is for people who are serious about improving and willing to put in the work. Those looking for quick profits or a easy way to mastery will not find value in this approach. Eligibility is determined during the first free introductory session to ensure it’s the right fit for both sides.
Do you guarantee results?
No. There are no guarantees in trading or investing. But I will give you 100% commitment on my part to educate you and train you.
What happens during the free first session?
The first session is purely exploratory. We discuss your experience level, learning objectives, and time availability to determine whether the focus should be personal finance, investing, or trading from an educational standpoint. If mentorship is not a good fit, I’ll be honest with you.
Is the first session really free?
Yes. There are no obligations, contracts, or pressure to continue.
How does the hourly pricing work?
You pay for the sessions you book and only after each session, never in advance. There are no packages, subscriptions, or long-term commitments. If you feel the mentorship is no longer valuable, you simply stop booking sessions.
What is the difference between investing and trading mentorship?
Investing focuses on long-term portfolio construction, risk management, and wealth building with minimal day-to-day involvement.
Trading focuses on execution, risk control, psychology, and developing strategies for active market participation.
Do I have to start with long-term investing?
A lot of the topics covered in Tier 1 ( Investing) tie directly to Tier 2 ( Trading). However, the final recommendation is made during the introductory session based on your background and experience level.
What markets do you teach?
Education may include stocks, options, forex, and crypto. The specific focus depends on your experience level, interests, and learning objectives.
Will I be told exactly what to trade?
No. This is education and mentorship, not signals or copy trading. The focus is on strategy, and the goal is for you to learn how to think, plan, and execute independently.
Is this suitable if I have a full-time job?
Yes. Many students are busy professionals. Strategies and session frequency are structured to fit realistic schedules.
Is this considered financial advice?
No. All material is provided strictly for educational purposes. You are responsible for your own decisions and risk management.
How do I get started?
Book a free introductory session. We’ll assess fit, clarify direction, and decide next steps.
If you want to learn more, or if you have any questions.
Book a FREE session with me. I'll be happy to answer any question you might have.