Premium
What’s Included
1-on-1 Session
This package comes with an easy to access calendar to schedule a 2-hour consultation session with our team to get you on your journey.
Basic Fundamental & Technical Analysis
With our Premium package you can schedule time to learn the basic fundamentals of investing and learn basic technical analysis to read the market.
Investment Account Setup
As a part of this Premium package, our team will help you set up an investment account that matches your needs and get you investing as soon as you’re ready.
Portfolio Construction / Review
Need to create your next portfolio? With our Premium package you can use your 1-on-1 scheduled time to also construct and review your portfolio.
Premium Package
$200.00
One time