Tier 1 – Long-Term Investing Mentorship. $50 / hour

This tier is your first step toward building a long-term investment plan. If you want to start investing but do not have the time to closely monitor your investments, this option is designed for you. It is where most people should begin. You will learn smart diversification techniques, portfolio construction, asset types, and how to measure and manage portfolio risk. This tier provides the foundational knowledge you need to confidently invest and later expand into other investment approaches if you choose.

Designed for:

✅ Beginners who want long-term foundational path into the markets.

✅ Professionals looking to build wealth steadily without day-to-day trading stress.

✅ Anyone curious about investing but overwhelmed by online noise. 

You’ll Learn:

• Basics of Investing & long-term portfolio building.

• How to approach diversification.

• How to setup and maintain an asset allocation.

• Risk management for investors.

• Building a strategy for financial independence.

• How to build a Core-Satellite portfolio

• LifeCycle Investing strategies 

• How I setup and manage my long-term investment portfolio