Private Tutoring
Learn how to research investments, build a portfolio and develop a strategy based on your goals. We’ll work through investment funds, stocks and digital assets so you understand what you’re investing in and the role each investment can play in your portfolio. You’ll have time to ask questions and apply the teaching to your own investments.
- Learn how to research and compare investments
- Build a portfolio based on your goals
- Develop your investment strategy
- Learn how to manage your portfolio
$4,000
Private Wealth Sessions
Go deeper into how your investments and accounts can help you build wealth and generate income. We’ll look at your portfolio as a whole, explore what you could improve and work through strategies based on your goals. A key part of these sessions is learning how your portfolio can generate income for you. You can also explore tax strategies, retirement accounts and borrowing against a 401(k).
- Portfolio optimization, diversification and risk
- Strategies to generate income from your portfolio
- Tax-aware investing and Roth conversions
- Retirement account strategies, including 401(k) borrowing
$7,000
Private Wealth Access
Keep working with me as your questions, investments and goals develop throughout the year. Private Wealth Access brings the deeper education of Private Wealth Sessions into a year-long experience. There’s time to work through your strategy, apply what you learn and return to the questions that come up along the way. You’ll also meet with me in person for a one-on-one session focused on your investments and wealth goals.
- Private educational sessions throughout the year
- An in-person one-on-one session
- Continued work on your portfolio, accounts and wealth strategy
- Priority scheduling
$10,000
Let’s talk about your goals.
Tell me what you want to learn, what you want to accomplish and where you need help. I’ll help you choose the private experience that fits
Get in Touch →
Teaching you what so many of us were never taught about investing and building Generational Wealth
Hans@theinvestingtutor.com
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