Services & Pricing
With The Coach, the long term goal is to help you transition from low income production to income independence. In a series of one hour meetings, we discuss your goals and objectives, review existing portfolios, develop an action plan, and arrange for follow up Q & A and performance evaluation meetings.
The coaching session is an opportunity to tap into Steve’s insights with an in-depth, single hour virtual meeting. Single-session coaching is useful for investors with some knowledge of markets who plan to primarily DIY their own portfolios, but who need some initial guidance on how to maximize income.
It may also be the moment you determine that you are just too busy to take on the responsibility yourself - a really important conclusion. Many have decided to have a professional get them started for a year or so before taking over the management duties on their own.
The one-on-one coaching sessions are perfect for:
- Working professionals looking to plan well for retirement.
- Retirees seeking expertise on how to increase their income.
- Investors who need personalized advice on transitioning from traditional investing into CEFs.
- financial professionals who want to provide their clients with more spending money in retirement.
Your 1-hour coaching session includes the most recent month’s set of Selection Universes (a $225 value). These will be used in the session to discuss CEF characteristics and distribution results.
If you’ve been hesitant to dive into income-focused investing on your own, work with Steve to get your CEF portfolio started off in the right direction. Your 1-hour session investment is just $365–a tremendous value when you consider the cost of the Selection Universes, and the answers you'll get to as many transition related questions as you can come up with.
Yes, reading Retirement Money Secrets at least once before the first meeting would be helpful.
Grow Your Income; Minimize Risk!
The Income Coach
Referral Credit Program for Clients
and For Financial Professionals
Once you've participated in the coaching program, you are eligible for credits against future charges if you refer new coaching customers to me.
You will receive 30% of anything I receive from your referrals as a credit against future purchases. Credits can be applied to up to 50% of your additional coaching charges, portfolio review sessions, or selection universe purchases.
Steve is open to partnering with other financial, accounting, legal, or other professionals who refer clients for joint or individual coaching sessions, or portfolio review. Contact Steve ([email protected] or my office land line, 843-243-0494) to explore setting up a 50% partnership relationship.