Mentorship

Mentorship Plan A

A focused one-month mentorship for building practical stock and ETF knowledge.

One-Month Program

Build Your Trading Foundation

Mentorship Plan A is a $299, one-month program with twice-weekly evening mentoring. Learn the essentials of stocks and ETFs, research, trade execution, and risk basics in a confidential, individualized setting.

Stocks and ETFs

Research Skills

Trade Execution

Risk Basics

Two professionals discussing financial education at a table

How Plan A Works

A clear, practical path from foundational knowledge to more confident decision-making.

01

Enroll

Choose Mentorship Plan A and prepare for a focused month of guided learning.

02

Meet Twice Weekly

Join live evening mentoring sessions online or locally in person.

Individualized mentorship; live trading sessions 2x weekly; online or local in-person service days or evenings; monthly strategic meeting with veteran hedge fund manager; support for structuring family education; real-performance focus; confidentiality and premium service.

03

Practice Research

Apply a structured approach to evaluating stocks and ETFs before taking action.

04

Review Risk

Build habits around trade execution and risk basics that support purposeful decisions.

Start Your Mentorship

Enroll in Mentorship Plan A for $299 and begin building knowledge to trade with purpose.