Investment-Only Plans
Welcome to a More Empowered Investment Journey
Your Path to Confident Investing
This is a focused, high-impact coaching experience designed to help you invest with clarity, confidence, and purpose. Whether you’re just starting out or ready to level up your investment strategy, this program equips you with the tools, strategy, and support you need to grow wealth on your terms.
​
This offering is perfect for independent-minded professionals and entrepreneurs aged 29–50 who are ready to move from hesitation to action. Whether you’re investing for a home, retirement, or simply future freedom, you’ll walk away with a clear, personalized roadmap — and the confidence to follow it.
Compare Plans
By the time we complete our work together, you will:
​
-
Feel confident making investment decisions
-
Understand how your money supports your personal goals
-
Be equipped with the knowledge to manage and grow your wealth — for years to come
​
This is a partnership rooted in transparency, care, and results. Let’s build your investment future — together.
Plan | Foundations Portfolio Plan | Wealth Architect Plan |
|---|---|---|
Ideal For | New or intermediate investors looking for confidence and clarity | Goal-driven investors wanting a multi-asset strategy and deeper support |
Duration | 3 Months | 6 Months |
# of Goals Covered | 1 to 2 excluding emergency savings | Up to 6 |
Portfolio Strategy | Diversified & Personalized | Advanced Multi-Goal Strategy |
Asset Types | Stock & Crypto | Stock & Crypto |
Meetings | 4 to 5 Private Strategy Sessions | 6 to 7 Private Strategy & Coaching Sessions |
Extras | Risk Tolerance Assessment, Platform Setup Guidance, Investor Coaching | Includes all in Balanced Plan + Rebalancing Support During Plan + Market Insights & Education |
Why Work With Me?
I offer investment coaching that goes beyond the basics. You won’t get generic advice — instead, you’ll receive thoughtful strategy, education, and guidance aligned to your goals and values.
Tailored Portfolio Strategy
Receive a personalized, diversified investment plan aligned to your financial goals and risk tolerance. Whether your focus is long-term growth, early retirement, or a specific project, your strategy is built for you.
Cost-Saving Execution
Instead of paying ongoing advisor fees, I show you how to implement your plan on low-fee platforms like Questrade and Wealthsimple, keeping your money working for you.
​
Stocks + Crypto Clarity
You’ll get guidance on both traditional and digital assets, crafted from over a decade of market experience and crypto research since 2017. We build balanced portfolios that blend stability and opportunity.
Education + Empowerment
This isn’t just about telling you what to do — it’s about helping you understand how investing works. You’ll leave feeling more confident, informed, and in control.
Goal-Driven Planning
Together, we identify your top financial goals and shape your investment strategy to match — whether that’s 1–2 focused priorities or a broader multi-goal plan.​
How We Work Together
This coaching is practical, empowering, and designed to fit into your real life. Here's what the process looks like.
Discovery
We begin with a deep-dive session to explore your goals, comfort with risk, and investing experience. This ensures your plan reflects your real-life priorities and future vision.
Portfolio Design
Based on your goals, assets, and values, I’ll craft a personalized investment strategy. You'll receive clear recommendations on what to invest in, how to structure your portfolio, and where to hold your investments.
Support & Coaching
Throughout the plan, you’ll receive personalized coaching, educational insights, and actionable next steps to keep you moving forward — without overwhelm.
The Long-Term Impact
These plans are crafted to help you thrive — not just for a few months, but for years to come. Many of my clients walk away with investment strategies and financial tools they use for the next 8–10 years.
​
Your one-time investment now can save you thousands later — in reduced fees, smarter decisions, and fewer missteps.
​
And more importantly, it helps you make empowered money choices that support the life you actually want.
