Strategic FP&A / Investor Network

Flexible Programs

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Method

$ 14.95 e-book
  • LOSE YOUR BROKER NOT YOUR MONEY

Hardcover, $27.95

Support

$ 99 One Year Program
  • e-book: Lose Your Broker Not Your Money
  • Community Access & Message Boards
  • Monthly Support Forums (Zoom)
  • Portfolio Building Spreadsheets
  • Online Library

Learn & Deploy

$ 500 One Year Program
  • e-book: Lose Your Broker Not Your Money
  • Online Instruction & Library
  • Portfolio Review
  • Community Access & Message Boards
  • Monthly Support Forums (Zoom)
  • One-on-One Coaching Sessions
  • Portfolio Building Spreadsheets

Custom

Contact Tailor-made for You
  • All University & Network Benefits, PLUS...
  • On-Demand Access
  • Custom 15-51 Portfolio Building
  • Ongoing Management & Coordinated Execution
  • Investment Roundtables
  • Investment Selection & Monitoring
  • Written Communications
  • Special Research & Analysis Projects

Not sure yet?

Chat with Dan