​Goal: Build money confidence early.
Through fun, engaging lessons, we teach children and teens the fundamentals of saving, budgeting, and investing.

Programs include:

• Money Basics (Ages 8–12) – Saving vs. Spending, Allowances, Banking.

• Young Investors (Ages 13–17) – Stocks, ETFs, and Basics of Entrepreneurship.

• Future Wall Streeters – (Ages 13–17)  
  • Trading simulations
  • Compounding & retirement basics
  • Project presentations

💡 Outcome: Early money habits and curiosity about markets and business.

Trading Foundations – 6 weeks |
• Market basics & order types
• Trading platforms
• Chart reading
Options & Risk Management – 8 weeks |• Options (calls, puts, spreads)
• Futures & ETFs
• Risk management
 

Pro Trader’s Edge – 12 weeks |
• Strategy back-testing
• Event-driven trades
• Group coaching
 

Premium Mentorship – Monthly | 
• Customized coaching
• Portfolio reviews
• Daily/weekly setups

Smart Retirement Basics – 4 weeks | 
• 401(k), IRA, Roth IRA
• Contribution strategies
• Basics of retirement planning
 

Build & Protect Wealth – 8 weeks |
• Asset allocation
• Tax efficiency
• Risk management
 

Advanced Wealth Strategies – 12 weeks | 
• Options overlay strategies
• Estate planning basics
• Personalized coaching
 

Elite Advisory Membership – Annual | 
• Quarterly 1-on-1 sessions
• Annual portfolio & tax review
• Exclusive webinars

Regularly hosted live sessions on current market topics, including:

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• Market Recaps & Economic Outlooks

• Stock & ETF Analysis Sessions

• Investor Psychology & Portfolio Reviews

🎓 Outcome: Ongoing education that keeps learners informed and market-ready.

Exclusive one-on-one or small-group mentorship focused on:

• Building personalized trading systems

• Reviewing portfolios for diversification

• Developing entrepreneurship or wealth-growth plans

Bootcamp Highlights:

• 401(k) Optimization Bootcamp – Learn how to maximize your employer retirement plan, understand tax advantages, and choose the right funds for your goals.

• Stock Market Essentials Bootcamp – Decode U.S. markets, order types, and trading platforms; perfect for beginners entering the world of investing.

• Technical Analysis Bootcamp – Identify chart patterns, trends, and signals with live charting practice on platforms like TradingView.

• Options & Strategies Bootcamp – Master the basics of calls, puts, spreads, and hedging in a structured, mentor-led format.

• Entrepreneurship & Business Finance Bootcamp – Turn business ideas into reality with budgeting, valuation, and profit-model training.