top of page

Personalized Coaching

A focused, one-on-one review of your options portfolio, tailored to your positions, risk profile, and goals.

This is education, not advice. You stay in control. I help you see your portfolio more clearly and make better decisions with confidence.

News Reading

Your Portfolio, No Slide Deck

Every review is centered on your actual trades, positions, and capital. We are not walking through generic examples or hypothetical setups.

 

We look at what you currently hold, why it exists, how it behaves, and what risks it carries.

 

The goal is to replace guesswork with understanding so you know exactly what your portfolio is doing and why.

Business Team Discussion

Think First. Trade Second.

Options trading can trigger quick emotional swings, especially when markets move fast. Personalized reviews help slow that down.

 

By understanding why a position behaves the way it does and what choices are available, you stop reacting to price noise. You begin to make decisions based on structure, probabilities, and intent.

 

Over time, this reduces overtrading, panic adjustments, and regret-driven moves. The result is a calmer, more deliberate approach to managing your portfolio.

Woman Using Laptop

Learn Once. Apply Always.

The real value of these sessions is not the call itself, but what you take away from it. Each review reinforces a repeatable way of thinking about entries, exits, rolls, and capital allocation.

 

You start spotting issues and opportunities on your own because the framework becomes familiar.

 

The goal is for you to rely less on external input and more on your own understanding, while still having access to a structured second set of eyes when needed.

Learn Now

Get ahead with these educational plans

Group Coaching

Best Value

WOR - Weekly Options Review

$600

600

Every year

Three Weekly sessions of reviewing options strategies in a group setting on Zoom.
Schedule:
Tuesday - 7.30 am PST
Thursday - 8.30 am PST
Sunday - 1.00 pm PST

Valid until canceled

Weekly review of options strategies & your option trades

Group discussions on stock market opportunities

Educational sessions on various options processes

Your subscription renews automatically at the end of your subscription period.

WPR - Silver

$200

200

Every month

Personal Financial Educational Session for Option Trading and Portfolio Balancing. Designed for small-sized portfolios of $200k size. Included is a 30 min weekly review session at a scheduled time.

Valid for 12 months

Weekly review of options strategies & your option trades

One on one discussions on stock market opportunities

Educational sessions on various options processes

WPR - Gold

$500

500

Every month

Personal Financial Review Session for Option Trading and Portfolio Balancing. Designed for mid-sized portfolios of $500k size.
Included is a 30 min weekly review session at a scheduled time.

Valid for 12 months

Weekly review of options strategies & your options trades

One on one discussions on stock market opportunities

Educational sessions on various options processes

WPR Platinum

$1,000

1,000

Every month

Personal Financial Educational Session for Option Trading and Portfolio Balancing. Designed for large portfolios of $1 million+ size. Included is a 30 min weekly review session at a scheduled time.

Valid for 12 months

Weekly review of options strategies & your option trades

One on one discussions on stock market opportunities

Educational sessions on various options processes

Individual Coaching

Find a plan that works for you

Designed for Every Portfolio

Our portfolio review educational sessions are designed for portfolios of every size.  Sign up today and start learning how to manage and plan for your long term success.

bottom of page