Three-Month Mentorship

Mentorship Plan C

A focused three-month program for building stock and ETF knowledge, research habits, trade execution skills, and risk awareness.

Financial advisor mentoring a business owner
Plan C

Build a Confident Process

Mentorship Plan C delivers individualized guidance over three months, giving you time to practice a structured approach to market education and trading decisions.

Stocks and ETFs

Research Skills

Trade Execution

Risk Basics

Guidance That Stays Practical

Learn in a confidential, premium setting designed around real-performance focus and consistent skill building.

Live Sessions

Join live trading sessions twice weekly.

Flexible Access

Choose online or local in-person service days or evenings.

Strategic Perspective

Participate in monthly strategic meetings with a veteran hedge fund manager.

Family Education

Receive support for structuring family education.

Choose Your Mentorship Pace

Compare the core mentorship plans and select the timeline that fits your learning goals.

$299

Mentorship Plan A

One-month program

Twice-weekly evening mentoring

Stocks and ETFs fundamentals

Research and risk basics

$999

Mentorship Plan C

Three-month program

Twice-weekly evening mentoring

Stocks and ETFs fundamentals

Research and risk basics

Ready for Three Months of Focus?

Enroll in Mentorship Plan C and build knowledge, trade with purpose, and plan for retirement.