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Gain Confidence in the Markets - Through Personalized Coaching

One-on-One coaching to help you develop smart financial habits and participate in the markets with confidence.

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Empower Your Financial Journey - One Session at a Time

Whether you're new to the stock market or strengthening your financial foundation, CES coaching provides clarity, accountability, and a tailored plan forward.

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One-Time Stock Market Coaching Session

Targeted guidance without long-term commitment

  • 75 Minutes - $250

  • Stock market basics

  • Current market insights

  • Getting started in the markets

  • Questions about our trading strategy

Stock Market Coaching Package

Ongoing support + accountability

  • 3-Month Plan - $700 ($233/session)

  • 3 one-hour sessions (monthly)

  • Trading strategy deep dive

  • Market participation guidance & progress check-ins

  • Unlimited email support

One-Time Personal Finance Coaching Session

Targeted guidance without long-term commitment

  • 75 Minutes - $250

  • Personal finance basics

  • Retirement planning overview

  • High-level personal finance goal setting

Personal Finance Coaching Package

  • 3-Month Plan - $700 ($233/session)

  • 3 one-hour sessions (monthly)

  • Review of your current situation and how it compares to industry targets

  • Specific personal finance guidance & progress check-ins

  • Unlimited email support

Ongoing support + accountability

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