Income Coaching Services & Pricing
Receive expert guidance on transitioning to income-focused investing, weighing the benefits of self-managing your portfolio versus hiring professional help, and developing strategies to grow both assets and income.
Ideal for working professionals planning for retirement, retirees looking to increase their income, investors new to Closed-End Funds (CEFs), and financial professionals aiming to help clients enjoy more financial freedom in retirement. You are welcome to bring your spouse or partner to any of the virtual sessions included in the packages below.
It is recommended you read Retirement Money Secrets prior to the first meeting.
Select Your Service
Income Coaching
This package is designed for investors looking to transition to income-focused investing. The number of sessions depends upon experience, complexity, and "comfort behind the wheel." Sessions include the following:
- A Q & A session covering anything on your mind about CEFs, investing, the coach, and the process.
- A full QDI + PT review of all your portfolios.
- A CEF Selection Starter Kit.
- The three basic CEF Selection Universes.
- A detailed transition plan for your move to Income Focus Retirement Investing.
Portfolio Review
For clients seeking an in-depth analysis of their portfolio, this package offers a focused review of any mix of securities.
- One-hour virtual meeting to thoroughly review your portfolio.
- Detailed feedback on the quality, diversification, income potential, and profit-taking discipline evidenced by your investments.
- Insights from Steve on improving your portfolio’s performance and stability, including quality, diversification, income production, and profit-taking
Q & A
This package provides an opportunity for you and your immediate family to raise questions aboutthe Income Focused Investing Process in general, and CEFs in particular, without getting into either portfolio review or a transition plan.
- Open discussion on topics like Retirement Money Secrets, investment strategy, and questions from the Facebook discussion group.
- General insights on retirement investing, without personal portfolio analysis.
Annual Retainer
.For those looking for ongoing support, this comprehensive package includes multiple meetings, resources, and flexibility.
- Seven one-hour sessions for coaching and/or portfolio review throughout the year
- A full year’s access to all CEF selection universes, updated regularly.
- Occasional calls, texts, and emails for additional support and guidance.
- Includes a savings of more than $1,000 versus buying separately.
Building a $91k Annual Retirement Income with Confidence
Since adopting your methodology, I have grown my retirement income (from CEFs and BDCs) to $91K annually, not including social security, VA pension, annuities and my wife's income from her various investments, as well several $100K in cash and cash investments. I now feel confident that my wife and I will be financially stable as we pass through the 'golden years'. I cannot thank you enough.
- John H. Kaicher
Referral Credit Program
For Individual Clients: After participating in the coaching program, you can earn credits toward future services by referring new coaching clients. For each successful referral, you'll receive a $100 credit that can be applied to up to 50% of your additional coaching fees, portfolio review sessions, or selection universe purchases.
For Financial Professionals: Steve welcomes partnerships with financial, accounting, legal, and other professionals who refer clients for coaching or portfolio review sessions. Contact Steve at [email protected] or call 843-243-0494 to discuss establishing a 50% partnership arrangement.