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INVESTING
​AS A 
SUBSCRIPTION

Investment Management. Market Updates. Financial Literacy.

All for a low, low monthly fee

Investment Management: Welcome
Everything else is a Subscription.
Why not Investing?

The Investment as a Subscription Service!
Here's How it Works...

A Risk-Tailored
Investment Portfolio

Let's start compounding your wealth! We start by placing you in an investment portfolio tailored to your personal risk tolerance.

Exclusive Livestreams

We host monthly livestreams that are one part market update, one part investment education, and one part Q&A! EXCLUSIVELY for subscribers!

Direct E-Mail Access

Too shy to ask a question during the livestream? Concerns about your portfolio? Shoot me an e-mail!

Investment Management: Text
How We Get You From A to B
(The Process)
1. Tell Me About Yourself.

Start by taking our risk-tolerance questionnaire, which asks varying questions to gauge your appetite for risk and hone in on your portfolio's funding goal.

2. Let's Chat.

After the questionnaire, I'll reach out to schedule a Discovery meeting. During our conversation, I'll review your answers, ask additional behavioral questions, clarify your investment portfolio's goal, and answer any outstanding questions you may have about the service.

3. Let's Make It Official.

At this point, I'll assign you to an investment portfolio. After some paperwork, I'll onboard you onto our portfolio management service provider (Betterment), set up your financial goal on the platform, and get you invested!

4. Enjoy and AMA!

Now that you're a subscriber, you'll have exclusive access to monthly live streams and direct email access to ask me anything!

5. Let's See How You're Doing.

At least annually, I'll reach out to see if your investment portfolio is still the right fit for your goal. Of course, you can reach out to me at any time if your portfolio doesn't feel right or your goals have changed!

Pricing

The Investing as a Subscription is only $30 monthly for one account. Not all clients are eligible to enroll into the service offering.

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Clients also pay Betterment’s platform fee (currently 0.15% AUM).

Ready? Go!

Stay Current, Stay Educated, Stay Invested!

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