How To Develop An Investment Process

Ultimate Tool For Great Investors

One Session • Hands-On • Personalized

This unique one-on-one stock market coaching session is designed to enable you to develop your investment process similar to some of the best investors in the world and transition from being an average stock market investor to a GREAT one.

Bonus: Get 6 months Stock Card VIP access ($149.99 value)

Enroll Today

$150 USD
One Session & 6 Months Full VIP Access

IMPORTANT: I'm not an investment advisor, and neither I nor Stock Card is affiliated with an investment advisory firm. These sessions are NOT investment advice. I cannot advise you on what to invest in or how to manage your money. I will not be able to manage your money either. Please speak with a professional investment advisor if you need advice.

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COURSE OVERVIEW

Each session is 55 minutes. It's based on a 3-step methodology I have developed after two decades of managing my family's investments, running the Stock Card platform for seven years, partnering with 70+ financial YouTubers, interacting with almost 80K stock market investors, and reviewing more than 50K portfolios on the Stock Card platform. While I follow a pre-defined program and a three-step process, the session is personalized to you.

Results: By the end of the session, you will have developed a reliable process that you can use to make confident investment decisions, avoid common mistakes average investors make, and transition from being an average to a great investor.

Who Is This For?

1

New Investors looking to avoid common mistakes average investors make

2

Experienced Investors who want to go from being average to a great investor

How Does It Work?

How do I enroll? You can enroll by visiting the program calendar and booking the available day and time that works for you. Follow the steps to complete your payment and enroll.

What happens after I enroll? Once you complete your enrollment, you'll receive a confirmation email and text message (if you choose to), which includes the instructions to join the session on the selected day and time.

How do I join my session? Each session has a unique link included in your confirmation email. You must click on that link to join your session. On the day of your session, you will receive a reminder one hour before the start of the session. All the sessions happen on the Zoom platform. We have the first 5 minutes of the session to ensure you can log in and access your camera and microphone.

What if I need to change my session's date and time? You can change or cancel your session up to 24 hours before the start of your session. The link to change and cancellation is available in your confirmation email.

What if I'm late for my session? As the CEO of Stock Card, I have a limited time available for these one-on-one coaching sessions, and I book them back-to-back. There is a 5-minute grace period between each session. We must start on time, and the program requires the entire 55 minutes. If you arrive late, I cannot start the session, and you will receive prorated credit for Stock Card VIP access.

Is there a refund? The program fee is non-refundable 24 hours before the start of the session. Please do so if you need to change or cancel before the 24-hour deadline. However, you will receive a Stock Card VIP credit prorated to the program fee.

When do I receive my 6-month Stock Card VIP access? In the follow-up email, you will receive your VIP access code after your one-on-one session. You can apply this unique access code once you upgrade to Stock Card VIP.

What if I'm already a Stock Card VIP user? Thank you for being a VIP user. We will extend your current Stock Card VIP access by six months after you complete your one-on-one coaching program.

Can I record my session? You can request to record the session, and you will receive the recording within 24 hours after the session.

I have more questions. How can you help me? Please use the live chat box on StockCard.io, or email [email protected]. Randy, Stock Card's admin, will be able to answer your questions.

COURSE STRUCTURE

The session's syllabus is as follows:

Part One

Minutes 0 to 5: We start by getting to know you and reviewing the answers to the questions you have answered during the enrollment process.

Minutes 5 to 25: I will ask you a series of questions in an interview style. These are designed for you and me to clarify your investment goals, the time available to research, and your current investment research skills.

Part Two

Minutes 25 to 30: We take a break from interviews and discuss investment types you have considered investing in. Every investment can go into the foundational, grow, or multiplier category. We group the investments into those categories.

Minutes 30 to 35: We create your investment pyramid. This is a proprietary visualization I have developed to help you understand how your goals, time availability, and skills translate into the investment types you should consider.

Part Three

Minutes 35 to 45: In this section, we take the most important part of your investment pyramid that we developed together in the last step and identify the questions and rules you must answer and follow every time you plan to make an investment decision.

Minutes 45 to 55: We discuss anything unclear to you and you wish to clarify or elaborate. And we wrap up the session.

After the Session

You will receive your one-pager Investment Process within 24 hours after your session. This one-pager is the summary of our one-on-one coaching session and discussions.

If you have any follow-up questions, you can ask me via email, and I will answer them as soon as possible, in most cases, in less than 24 hours.

$150 USD
One Session & 6 Months Full VIP Access

Choose the day and time that works for you.
Until all spots are fully booked.

COST
$150 USD

DATES
Based on your availability

BONUS
6 Months
Stock Card VIP Access

Enroll Now
Select Your Preferred Date and Time

After enrolling, you will receive an email with instructions to join the session.
Please make sure to enroll as soon as possible. There are limited days and times available.