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One-on-One

Investing and Options Coaching

Focused, practical guidance to help you understand your choices and move forward with confidence.

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1:1 Learning
60-Minute Online Meeting: $150

We’ll discuss your goals and current knowledge, and I’ll tailor our session to your needs and learning style.

I come to this work as a teacher. My goal is not to tell you what to do, but to help you understand your choices so you can make informed decisions you’re comfortable with.

This is for you if:

  • You want to understand investing or options — not blindly copy trades

  • You’ve watched videos or read books and still want help applying what you know

  • You value clear explanations and thoughtful decision-making

  • You want to talk through your accounts, questions, or next steps

 

This may not be a good fit if:

  • You’re looking for trade alerts or predictions

  • You want someone else to manage your money

  • You’re hoping for “quick wins” without learning the underlying concepts

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What to expect

Each session is a live, one-on-one conversation, tailored to your questions and goals.
We might:

  • clarify confusing investing or options concepts

  • review a trade idea or strategy you’re considering

  • talk through account structure, risk, or next steps

  • help you evaluate choices so you can decide confidently

You’re encouraged to share your goals and questions in advance so I can prepare.

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Session details

  • 60 minutes

  • Live, online

  • Zoom or Google Meet link sent to your email before we meet

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Cancellation & transfer policy

Appointments are refundable if canceled at least 48 hours before the scheduled meeting time.
Appointments canceled within 48 hours are not refundable.

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If you’re unable to attend, you may transfer your appointment to a friend or family member at no charge. The new participant should contact me in advance to share their goals for our time together.

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What Happens Next?

After you schedule your appointment, you can expect an emailed Zoom or Google Meet link right before the session.  ​

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If you don’t see the meeting link immediately, that’s normal — I’ll email it before our session. 

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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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