(888) 336-8402


Investment Coaching

Why Coaching?

Because you are capable.

We believe each person wants what is best for their lives, their family’s lives and are, at some level, willing to work for it.

This is absolutely true of investing and managing your financial future. But we have found to do these things, and do them so well that you feel at peace, takes help. If you do not believe you need help then we are not for you. Conversely if you want us to take responsibility for your financial world, we are not for you either. But if you are committed to work – we will work with you and show you the way.

There are three steps:

  • STEP 1:

    AWAKEN – To the Reality of Wall Street & Investing

    A reduction in movement on our end as investors returns profits otherwise intended for Wall Street and money managers and places it back with the investor. This is called Passive Investing.

    Wall Street (and Advisors!) position themselves…. as experts, those with training, knowledge and experience beyond that of the investor. Therefore they can do three things:

    1. Time the market
    2. Pick the winning stocks and avoiding losers
    3. Establish track records – identify managers who have performed well and will continue to do so

    We are expected to pay them for these skills and access to their expertise.

    So what? The truth is the exact opposite. No one can predict the future. Markets are efficient and their movements are random and unpredictable. Nobel Prizes have proven this. Therefore we can conclude that moving into and out of the market, stock picking and basing our investment decisions on managers who have performed well is the exact philosophy Wall Street has manufactured for you. You are doing exactly what they want.

  • STEP 2:

    ACKNOWLEDGE: Honesty: Owning your Investment decisions

    “….is the beginning of Financial Rest. In addition to the 20 Must Answer Questions, it is imperative to examine your investment decisions. Let us be clear, you will not be left alone after answering these questions:

    1. In looking at your portfolio – how did it get that way?
    2. With whom have you invested? An Investment Advisor (Guru)? Yourself?
    3. Have you ever once tried to time the market?
    4. Have you tried to pick funds or stocks based on their track records or records of a specific manager?
    5. Who is responsible for your current investment portfolio?
  • STEP 3:

    APPLY: A Simple but Hard Strategy

    How do we apply a simple but hard strategy? The answer is and always has been, discipline. Similarly, how does one lose weight? Eat less and move more. Simple but hard. Investing takes discipline because the right way does not always feel like the like right way. The allure of Wall Street combined with our fears is a formidable opponent. Whether you are beginning to invest or about retire – it is not too late. You can still apply a disciplined strategy that will create financial confidence. We would be honored to help you do this.



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7101 Wisconsin Ave.
Suite 1200
Bethesda, MD 20814
(888) 336-8402
(866) 769-4121