8 WEEK PERSONAL INVESTMENT COACHING PROGRAM
ACQUIRE THE FINANCIAL SKILLS THEY DIDN'T TEACH IN SCHOOL
This 8-week program is divided into two distinct phases, each week building upon the last to create an unbreakable system to accumulate a cash-producing asset. Weekly check-ins keep you honest and accountable, while daily action plans provide the roadmap for positive ROI. We build maps to get you from where you are now to where you want to go.
REQUIREMENTS
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Watch the daily video delivered straight to your phone around 8:00 AM PST.
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Attend weekly one-on-one calls.
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Contribute at least 5% of your monthly income to your handcrafted portfolios.
WHAT YOU MUST KNOW
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Investing blueprints come straight from Graham, Buffett, Lynch, and Bogle.
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Systems are centered around dividend reinvestment plans (DRIP).
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Portfolios model Nobel Prize-winning strategies and quantitative analytical precision.
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Program supplies you with a roadmap, skill-sets, and automations that propel financial growth upwards of 10% APY.
TWO PHASES TO SUCCESS
We are committed to your success every step of the way. This two phase program is tailored to provide you with the skill sets, strategies, roadmap, blueprint, systems, and automations K-12 educators should have uncovered in school.
PHASE 1: MENTAL FRAMEWORK, INVESTING FOUNDATION & ALIGNMENT
WEEKS 1-4
In Phase 1, we'll build a strong foundation of financial knowledge, align your life goals with an investment strategy, and cultivate the skills necessary to accumulate extra income. You will be provided with exclusive tools, templates, and intensive blueprints to help you make informed investment decisions that will generate quarterly income during Phase 2.
PHASE 2: PORTFOLIO CREATION, DRIP, ASSET ALLOCATION & CASHFLOW
WEEKS 5-8
Now that you have completed Phase 1, it's time to take action. We'll guide you through the process of opening up two custom brokerage accounts, actively manage your investments, and asset allocate once a year. Discover how turn investment growth on autopilot (systems & automations), manage risk/reward zones, and access to lucrative investment options that will propel your financial growth even further.
6, 8 or 10 Week Immersive Investment Coaching Program
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Step-by-Step Roadmap with Daily Action Task
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Full Accountability & Live Check-In Calls
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Financial Calendar & Video Guided Blueprints
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Custom Portfolio Creation & Integrated Asset Allocation
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24/7 Direct Access & Support To Guarantee Results
WHAT YOU GET WITH THE PROGRAM
UNLIMITED 1 ON 1 ACCESS
Gain full access to Dan, your main investment coach throughout the program. You'll have the opportunity to ask questions and receive personalized feedback throughout the 8 weeks. Your coach will build you two custom portfolios, automate your brokerages to hit financial benchmarks faster, supply you with tax hacks, & much more. ​
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COMPLETE INSTRUCTION MANUAL
Exclusive tools, systems, and immersive outlines help you create the individual you need to become to make intelligent real-time investment decisions. We'll ensure you're well-equipped with the mechanisms you need to not just survive, but thrive in the seemingly complex world of investing.
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TRANSFORMATION
Become the man or woman who cuts their lows/losses to 50% and stretches their highs/wins to 150% by transitioning from the static self to the becoming self.
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WEEKLY LIVE DISCUSSIONS
Enjoy weekly access to TEAM group calls. Join like-minded individuals who ferociously attack their milestones and share systems that produce results. Wednesday Nights @ 5:00 PM PST.
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ACCOUNTABILITY
Your coach stands by your side throughout your asset accumulation journey with a daily resource link. Only when you succeed, does your coach succeed. As you walk the path and hit milestones, your coach will share your wins and give you the platform to do the same.
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COMMUNITY CONNECTIONS
Unlock massive opportunity after completing the program. Your coach connects you with high operating individuals who raise money for private equity, venture capital funds, and real estate. Gain exclusive access to investors who take asset accumulation even further.
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LEVEL UP WITH 9 BUILDING BLOCKS
1. 10,000 FT VIEW APPROACH
2. ELEVATION OF SELF
3. HISTORICAL STOCK PATTERNS AND STRATEGIES
4. TECHNICAL AND FUNDAMENTAL ANALYSIS
5. 2 CUSTOM PORTFOLIOS
6. BROKERAGE SELECTIONS
7. 15 TAX HACKS
8. ASSET ALLOCATION STRUCTURE
9. PRIVATE EQUITY, FHA, AND SECTION 8 INVESTMENT OPPORTUNITES
PACKAGES & PRICING
6 WEEKS TO STAKEHOLDER
210$Essential Program (GOOD)Valid for 6 weeks- Daily Action Step with Resource (42)
- Weekly One-On-One Session (6)
- Closing One-On-One Session
- Lifetime Access to Weekly Group Sessions
8 WEEKS TO STAKEHOLDER
280$Classic Program (BETTER)Valid for 8 weeks- Daily Action Step with Resource (56)
- Weekly One-On-One Session (8)
- Closing One-On-One Session
- Lifetime Access to Weekly Group Sessions
- Lifetime Access to Community Investment Opportunities
10 WEEKS TO STAKEHOLDER
350$Extended Program (BEST)Valid for 10 weeks- Daily Action Step with Resource (70)
- Weekly One-On-One Session (10)
- Closing One-On-One Session
- Lifetime Access to Weekly Group Sessions
- Lifetime Access to Community Investment Opportunities
- Care Package (Merchandise)