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Personalized Help with Your Trades

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1:1 Learning
60-Minute Online Meeting: $100

We'll discuss your goals and current knowledge. I'll  tailor the sessions to your personal needs and learning style.

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Fill out the form.  I'll contact you to arrange a meeting time.

Bring a Friend

Contact me to ask about group sessions.  I'll tailor the content to the needs of your group.  

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Rates negotiable based on number of participants and time required. 

How can I help?

Select a Service
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What Happens Next?

After you submit the form, I’ll reach out by email to schedule a time that works for both of us. Once we confirm, I’ll send you my Venmo info for payment.

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You don’t need to pay until we’ve agreed on a time.

 

If you're reaching out about a group session, I’ll follow up with a few questions so I can tailor the content and give you a custom quote based on group size and session goals.

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More Personalized Assistance

1:1 Consultation and Support

Tell me where you are and I'll meet you there.

"(Patricia) was amazing and her time was worth every minute. The experience was has motivated me to learn more and educate myself to be a better investor A++++++"

Helping Hand

Submit Your Trade for Possible Analysis

Pronouns are helpful here, too.

(Be as specific as you wish.)

👉 What ticker are you considering for a trade?

👉 How much capital can you devote to this trade?

👉 Do you already have an open position? If so, what’s your trade history—when did you open it, and at what share price?

👉 What exact trade are you considering? Or, if you need help with a trade repair, share that, too.

👉 And this part is really important: What’s your goal for the trade? Do you want to own the stock or ETF? What’s your thesis for the trade?

What happens after I submit a trade question? 

I’ll select questions to feature in my Eyes Wide Open series, where I break down potential outcomes, trade considerations, and risk management.

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Even if I don’t select your question, it might inspire future content for my Options Insights series—so send your questions in!  

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I don't tell you what to trade; I help you see your trades clearly and make decisions with your eyes wide open.

NVDA Repair Strategy: How to Sell Options Without Getting Whipsawed | Saylor Investing
Eyes Wide Open Trade Clinic: HIMS Stock & Options Play Explained | Saylor Financial Fundamentals
Eyes Wide Open: Mid-Cap ETF Strategy – Average Down or Sell Covered Calls? | Viewer Trade Clinic
Eyes Wide Open: Submit Your Trade Plan or Idea for Analysis of Risks & Rewards | Saylor Investors
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