Propel Your Financial Game to the Next Level.
Work Directly with Ryan and Take Control of your Investment Success.
Individual Coaching and Group Classes aren’t for everyone. They eat up valuable personal time. They require accountability. And they demand action.
Yet I hear over and over again that investors that create these disciplines, based on working with an independent coach or consultant, achieve investment and financial success beyond what they ever had hoped.
Access all of our session and class options at our appointment home page here.
My 1-on-1 sessions are designed to take your work beyond just your own research and the Covered Call Investor forum at Seeking Alpha, and the agenda for these calls is set by you. Perhaps you want to discuss your own research. Or you want to discuss your current financial advisor relationship.
Full disclosure, I was a financial advisor for thirteen years, and then sold my practice and “retired” to open my own venture capital and angel investing shop. But all the while, I missed working with individual investors – with telling them what they need to know… knowing they likely wouldn’t hear it from the typical retail financial advisory industry.
So I launched The Pearly Pig to provide articles and research for do-it-yourself as well as actively engaged investors – those investors that may have a financial advisor but live the “trust but verify” mantra.
When my readers asked for me to run a model portfolio for my covered call strategy and request greater access to my thinking, I launched the Covered Call Investor.
And now, my readers and forum subscribers are asking for a some 1-on-1 time. If that’s you, feel free to click the links below to set an appointment to discuss investments and finance.
I have three appointment options built for my typical requests.
Appointment #1 – Initial Informational Financial Coaching Session (1/2 Off).
Choose the first appointment option if this is your first appointment with me. For your valuable hour, I am willing to
give you my hourly rate at half price – call it a mutual interview if you will.
I’ll send you a form before the interview – allowing you to tell me what’s on your mind and what you want to take away from this meeting. We’ll have up to 75 minutes – usually more than enough time to cover your initial agenda.
You are under no obligation to be a member of the Covered Call Investor forum or to have another meeting. Often this is the only meeting needed for investors to get on the right track.
Ready to set that appointment? Schedule it here.
Appointment #2 – Financial Coaching or Informational Consultation.
Choose this appointment if this is not your first appointment with me. This session is designed to go deeper with investing and finance topics, so completing the form you get from me will be vital to get the most out of this call.
We focus on actionable items and takeaways, and if this is an ongoing series of sessions, we’ll work through accountability of past actionable items and takeaways. This can be a session focused on a one-time topic, or it can be a single session that makes up a series of sessions – oftentimes scheduled on a monthly or quarterly basis.
These sessions are solely focused on providing the necessary tools for you to directly impact your financial investing success. Oftentimes I’ll recommend supplemental reading and membership to The Covered Call Investor at Seeking Alpha to reinforce our work in these sessions.
Ready to set that next appointment? Schedule it here.
Appointment #3 – One-on-One Covered Call Intensive Coaching Session
This topic-specific session is designed to provide you months and months of learning in a primary intensive session
and one follow up session. My goal will be for you to end the session with a comfort level that you can comfortable create 1% – 3% of your portfolio value each month from the Covered Call strategy.
With high demand, I just launched this session. For the next ten clients, I have discounted this session price of $1,995 to $450! I just ask that you be willing to give me honest and timely feedback after our session.
Session participants typically dedicate $20,000 – $1,000,000 to the covered call strategy, and this allocation is just a part of the investor portfolio.
Session participants oftentimes have no experience with covered call investing, though most have at least nominal investment experience.
This session is custom designed to meet your level of experience.
The pre-session questionnaire is designed to discover your investment experience and, specifically, experience with stocks and with options, allowing me to customize our time together to give you the most value and for us to meet our mutual goals.
Experience with stocks is not required, though a little research prior to the session on stock investing would be helpful. Pick up a couple of issues of the weekly Barron’s magazine (and read it covered to cover… including ads)… or spend some time on your own brokerage’s research website, or Investopedia or Seeking Alpha.
Topics covered in this session could include:
- The fundamentals of equity portfolio construction.
- What we look for when choosing stocks for The Covered Call Investor model portfolio.
- How Call & Put option contracts work.
- How the Covered Call strategy works, including identifying a strategy, entering the position, monitoring the position, and exiting the position.
- Resources available to DYI and actively engaged investors for ongoing portfolio creation and maintenance.
This is everything about covered call investing. And I guarantee you complete this session understanding the strategy and how you can use it to make 1% – 3% of income on your portfolio – designed to lock in annual yields of 20% – 40% (creating a significant risk hedge along the way).
This is arguably the best and most conservative strategy to equity investing today. It’s so safe, the IRS lets you use it in your retirement accounts.
Ready to get all the tools you need to create significant portfolio income? Ready to join me on my quest to double my money as many times as possible… in the time that I have to do it?