Online Meeting, 60 min, Live 1:1

Service Description

Let's partner to increase your financial independence and set you up for investing success. Take control of your accounts with personalized instruction from Patricia. Whether you are just getting started, or are ready to level up to options trading, I will meet you where you are and help you build your skills and knowledge. I can help you: *select a broker and set up your first account, *understand new terminology and *figure out what questions to ask. I can also show you: trade management strategies for your cash secured puts and covered calls to generate ongoing income. And when you are ready, I'll help you set up a customized spreadsheet to: *keep track of your ongoing trades, *project the possible outcomes of your options, and *calculate annualized returns. We always start with a conversation about your current knowledge and goals and build a personalized learning plan from there. Try a single session, or set up an ongoing learning experience. I look forward to getting to know you.

Cancellation Policy

If posted times don't work for you, please contact me for availability. For same-day bookings, please send me a message to confirm my availability before booking. Appointments are non-refundable, but I am happy to reschedule appointments with 24 hours notice or allow you to transfer the appointment to a friend or family member.

Contact Details