We believe one-on-one instruction is the most beneficial method to learn the strategies, techniques and topical knowledge needed to achieve your financial education goals. All coaching is tailored to your individual interests and knowledge level. The lesson plans are designed to provide private one-on-one education over a wide range of topics, concepts, strategies and products, and how to apply that knowledge practically and efficiently in real market situations.

Basic Lesson Plans

(Quoted on an individual basis)

Basic lesson plans include but are not limited to the following examples, all of which include unlimited after-market lesson support for the entire lesson period.  Generally we schedule one hour of material per week for 8 weeks.

• Basic portfolio protection techniques and defensive strategies for application in trading, investment and retirement accounts.
• Individual, detailed risk management planning, development and implementation.
• Effective evaluation, selection and entry criteria for investments and trades.
• Cost efficient asset allocation, cost reduction strategies and supervised execution.
• Options workshops: Concepts, basic strategies, selection criteria and execution.

Intermediate & Advanced Plans

(Quoted on an individual basis)

Intermediate and advanced personal coaching plans are designed very similarly to the basic plans.  These more advanced lesson plans focus on more complex concepts, strategies and products, and require more active management when applying them. These lesson plans are designed for traders and investors who possess a solid fundamental understanding of the underlying basic concepts and/or strategies applicable to the advanced materials. Intermediate and advanced lesson plans include but are not limited to the following examples, all of which include unlimited after-market lesson support for the entire lesson period.  Generally we schedule one hour of material per week for 12 weeks.

• Advanced hedging and protection techniques for trades, investments and portfolios.
• Appropriate, efficient use and management of leverage.
• Technical trading
• Shorting
• Advanced option strategies
  • Short and long-term income capture
  • Spread buying and selling
  • Naked premium selling
  • Synthetics
  • Neutral trading strategies
  • Understanding Greeks

Other Game Plans:

Online Education & Analysis
Personal Trade Support

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