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English
$
USD
I will help you understand how to build and maintain wealth
About this Gig
I provide personalized investor and business mentorship for individuals who want to better understand money, investing, entrepreneurship, and long-term wealth building. I help clients evaluate opportunities, improve financial decision-making, research investments, understand risk, develop business ideas, create revenue strategies, and build practical action plans based on their goals.
My services may include one-on-one consultations, direct correspondence, phone calls, personalized newsletters, investment education, business development guidance, accountability, and ongoing mentorship. I work with beginners who need a strong foundation, as well as entrepreneurs and investors who want to improve their strategy, organization, and decision-making.
My goal is to help clients think differently about money, avoid common financial and business mistakes, recognize opportunities, and develop the confidence and knowledge needed to move forward. My services are educational and mentorship-based and do not replace licensed financial, legal, or tax advice.
FAQ
What qualifies you to be a mentor?
You wouldn't ask a broke person how to build wealth, why not ask a wealthy one? My merit is based on the respectable portfolio I have grown for myself and that of my clients. My unorthodox approach to financials allowed me to surpass my goals and those I mentor.
Who is this service intended for?
Anyone and everyone looking to understand and implement the key elements to building generational wealth.
How is your mentorship different from other coaching programs?
I try not to bash others for what they teach because there are many different ways to become successful, but what I share with you is what helped me in my journey, and I help you explore several possibilities instead of just repeating cookie cutter steps.
What qualifies you to provide mentorship?
You wouldn't ask a broke person how to build wealth, why not ask a wealthy one? In all seriousness, I am not a licensed financial advisor but that is something I'm proud to say I am not. I like to think that what I can teach you will surpass that of traditional methods commonly practiced.
Are you a licensed financial advisor?
No, I offer my services as educational mentorship and coaching. My information and teachings should not replace your own due diligence in making decisions related to personal finances, business endeavors or anything discussed between us. Please seek the proper channels before making a decision.
How long does the program last?
Both Entry Level Investor and Private Investors groups are monthly memberships. The New Entrepreneurs Program and Existing Business Program can last anywhere from 3-6 weeks but there is flexibility based on client needs and expectations. Our goal is to give you all the tools needed to be successful.
How often will we communicate?
Entry Level- Biweekly with open Email Correspondence Private Level-Unlimited correspondence and private one on one session All Business Programs-Unlimited New Investors Program-Unlimited
Are consultations conducted by phone, video call, email, or messaging?
All of the above
Will I receive a personalized plan based on my goals?
All of our clients have individual needs/goals. Because of that, we custom tailor each roadmap to the individual. You won’t be given the same blueprint as other clients because no two situations are the same.
Is my personal and financial information kept confidential?
Yes, by law Under Rule 1.05(a), confidential information is defined broadly to include: Privileged information: Communications protected by the attorney-client privilege (e.g., private discussions about legal strategy). Unprivileged client information: All other information relating to a client
