Feeling Overwhelmed by Financial Decisions?
Simplify your path to financial confidence with a high-level strategy session tailored to you!
Understanding Your Struggles
Many individuals feel overwhelmed by their financial situation, struggling to make sense of their expenses, savings, and investments. You’re not alone; countless people face similar challenges, and it’s completely understandable to feel lost.
I’m Chris, Your Financial Success Coach
I’m passionate about helping individuals achieve financial freedom through personalized coaching and investment strategies.
With two years of experience in finance at an options trading company and time spent at BlackRock, I have a strong foundation in the financial industry. I have been managing my own stock portfolio since I was 18, giving me over 8.5 years of practical experience. Additionally, I’ve been investing in cryptocurrency since 2020 and precious metals since 2023. Many of my investments have outperformed the stock market, which demonstrates my ability to navigate various investment landscapes successfully.
The Plan
Coaching Process
In your financial coaching session, we’ll work together to empower you with the knowledge and strategies needed to achieve your financial goals with confidence. Here’s what to expect:
Warm Welcome: We’ll start with a friendly introduction to establish rapport and make you feel comfortable.
Intake Review: We’ll review your pre-session intake form to identify exactly what you’re looking for guidance on.
Deep Dive Discussion: We’ll explore your chosen topic in depth, whether it’s investing insights, future planning, or education in my financial specialties.
Next Steps Planning: We’ll finish the session by discussing your next steps and creating a clear action plan to ensure you know exactly what to do next.
How We Work Together
One 60 minute private coaching session
Pre-session intake form to clarify goals and background
Focused, structured conversation tailored to your situation
Clear summary of key insights and next steps
This session is collaborative. I guide the thinking, you make the decisions.
This Session Is For You If
Want clarity before making financial decisions
Feel overwhelmed by information but don’t lack intelligence
Already invest (or want to) and want deeper understanding
Value education over quick answers
Interested in knowing what I’m investing in and my outlooks
The Success
By the end of this session, you’ll walk away with:
Greater clarity and structure around your financial direction
A better understanding of how markets and money function
Increased confidence in your decision making
Defined next steps that align with your goals
You leave grounded not guessing.
The Investment: $155/Session
With over 8.5 years of experience managing my own stock portfolio and a background in finance at an options trading company and BlackRock, I bring a wealth of knowledge to my coaching sessions. My expertise in stocks, ETFs, cryptocurrencies and precious metals can help you navigate these asset classes and outperform the stock market. By investing in my coaching sessions, you’ll gain valuable insights and strategies to help you achieve your financial goals.
