The Chart Drive Shop

Included Courses

  1. Introduction
  2. Investment Chart Allocations and Cryptocurrency
  3. Glossary
  4. Market Terminology and Economic Information
  5. Workplace Retirement Accounts: 401(k) Plans
  6. Understanding Individual Retirement Accounts (IRAs)
  7. Selecting Investment Options
  8. Real Estate Investing Basics
  9. Exploring Market Sectors
  10. Mindset and Resources

Payment Methods

 My Personal Investment Education Chart Plan

$4497 One-Time Payment for an Annual Plan or $6597 per couple

Features Include:
  • One-on-One Zoom Meetings: My advisory work is structured as an annual partnership. We meet monthly for strategic oversight and accountability. “Capacity is intentionally limited to preserve depth“
  • Comprehensive Account Review and Reallocations: Detailed analysis provided monthly
  • IRA Educational Information: Suitable for both personal and business needs.
  • Savings Planning Start-Up Information: Get started on your savings journey effectively.
  • Income Building Education: Learn strategies for building multiple streams of income (STACKING) and other valuable tips.
  • Tailored Strategies: Personalized plans for maximizing returns and managing risks.
  • Priority Access: Receive ongoing support for financial decisions and adjustments.
  • Financial Education: Includes 10 comprehensive financial courses.

Why Choose the One-Time Payment Plan?
Enjoy substantial savings while accessing top-tier service and expertise for a full year.

Enroll Now!

Courses and Services

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Exploring Market Sectors

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Mindset and Resources

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