We use a proven, 6 step process that logically helps you:

Discover the perfect portfolio for your goals
Build your wealth so you can retire comfortably (or even early)
Create a passive income stream that grows almost entirely on autopilot

If you’ve been in the market for years, you’ll get an expert set of eyes on your portfolio to help you create the ideal strategy and find even better opportunities for your investments.

If you’re brand new to investing, you’ll gain the foundations you need to become an independent investor, build a roadmap to generational wealth and be able to grow and manage your money like the 1%.

In my private, 1:1 Coaching Program I have everyone from Fortune 500 corporate executives to young professionals making their first investment in the markets.

And every one of them has been able to craft the perfect plan for them that they can continue to plug away at year after year to grow their wealth.

It’s unlike anything you’ve likely ever seen.

In my experience, people think they need to rely on complicated trading moves to win big in the market. They think it takes decades of experience and an IQ of 170+ to be a wildly successful investor.

That couldn’t be further from the truth.

What I’m teaching inside this exclusive group coaching program is exactly how Buffet, Munger, Big Wig Corporate Execs, and Lawyers are building their wealth…

What all of these legends have in common is this…

They’ve established a rock-solid foundation of simple investments that net consistent returns every single month.

And these are things that literally ANYONE can do themselves—with the right guidance.

But every day you wait, the money you leave sitting in regular accounts or bad investments is missing out on hundreds of thousands in compounding growth…

That’s why I’m here to help you lay the ideal investing foundation for your goals.

Inside this 6-week investing challenge, I’ll help you learn exactly how stocks work at their core and give you all the tools you need to manage your own money like the 1%.

It’s the exact same system I’m using to build over $100k in passive income from my investments every single year.

Now, I know that sounds like I’m bragging—but that's not why I’m sharing it.

I’m telling you that because I follow exactly what I preach and if I can do it—I know you can too.

Because I’m not some sort of trading phenom or market maker…

I’m just a regular guy that loves finance and investing who figured out how my family and I can unlock financial freedom, generational wealth, and early retirement.

And this system is MUCH simpler than anything I’ve ever seen before…

Which is why I want to share it, so you can too.

Now, my schedule is already packed with my 1:1 coaching clients, my Youtube Channel and managing my own investments…

So I don’t know if/when I will have the time to teach this again. At least with this level of support, at this price point.

This group format is a bit of an experiment for me to see if I can help more people with my limited availability.

Now, you’ve probably got some questions.

This may help:

Here’s what you’ll get when you join The Investing Accelerator Academy:

6 weeks of coaching, training, exercises and community support in The Golden Age Investing Challenge.

Including:

WEEK 1: Laying the Foundation — Building a Strategy That Actually Works in This Market
WEEK 2: Growth vs. Dividend Stocks — Which Belongs in Your Golden Age Portfolio
WEEK 3: Economy Check Up — Understand What's ACTUALLY Happening in a Volatile Economy
WEEK 4: Reading the Financials Like a CPA
WEEK 5: The Art of Valuation — Know What Something Is Worth Before You Buy It
WEEK 6: Real Stocks. Real Analysis. Real World Scenarios. We'll Analyze a Handful of Stocks Together LIVE!

I’ll be there to hold your hand along the way with workshops, take-home exercises, Live Q/A and DM access so you can lean on me throughout the entire process.

Ready to jump in?

We start 4/27 so you have until 11:59 PM PST on 4/26 to get in.

FAQs

How long is the session?

Plan for about 45–60 minutes. That gives us enough time to go through your portfolio in detail, discuss your goals, and make sure you walk away with a clear action plan — without feeling rushed.

What do I need to prepare before the call??

Just have access to your portfolio — whether that's a brokerage account, a spreadsheet, or even screenshots of your holdings. You don't need to have anything fancy prepared. I'll guide the conversation and ask the right questions to get a full picture.

I'm a beginner — is this for me?

Yes. Whether you have 3 positions or 30, I'll meet you where you are. Some of my best sessions have been with people who are just getting started and want to make sure they're building on the right foundation from day one.

I've been investing for years — will I still get value?

Absolutely. In fact, experienced investors often get the most value from these sessions. You've likely built up positions over time without a second opinion — and sometimes all it takes is a fresh set of eyes to spot an opportunity or a risk you've been too close to see.

What if my portfolio is small? Will you judge me??

Not a chance. I've worked with people managing millions and people just starting with a few thousand. The size of your portfolio doesn't matter — what matters is that you're taking it seriously and want to make smart decisions with what you have. That's all I care about.

Will you tell me exactly what to buy and sell?

I'll give you my honest perspective on your holdings — what I like, what I'd reconsider, and where I see opportunity based on your goals. I'm not a licensed financial advisor, so I won't hand you a "buy this, sell that" checklist. But I will give you the clarity and framework to make confident decisions on your own.

Is this a one-time session or ongoing coaching?

This is a one-time session. That said, if you want ongoing support after we meet, we can talk about what that might look like. But there's no pressure — this session is designed to be valuable all on its own.

What platform do we use for the call?

Zoom. After you book, you'll receive a link to schedule your session at a time that works for both of us. Simple and easy.

6 Week Investing Challenge to Build Your “Golden Age Portfolio”