A number of ways to support you

Here are some ways we can get started. I would be happy to chat with you to define a combination that fits your needs.

Crypto Basics

By the end of the session, you'll be able to confidently discuss cryptocurrency.

• Introduction to Bitcoin (BTC) and Ethereum (ETH)
• Navigating the World of Altcoins
• Basic Terminology and Concepts
• Open Q&A about NFTs or any additional blockchain related topics

Selecting an Exchange-Traded Fund (ETF)

Understand how to choose an ETF and make your first investment.

• Overview of ETF Terminology
• Criteria for Selecting an ETF
• Making Your First ETF Investment

Custom Solutions

Receive tailored guidance based on your specific needs.

• In-depth Focus on One Topic from the Above Packages
• Specific Queries about Current or Future Investments
• Assistance with Building and Managing Your Budget

Crypto Trading and Investing

Learn the essentials of crypto trading and investing, and complete your first trade or investment.

• Trading and Investing Terminology
• Overview of Different Crypto Trading and Investing Platforms
• Identifying the Right Platform for You
• Opening an Account
• Performing Your First Trade or Investment

Traditional Investments (Stocks, Bonds, Currencies, ETFs)

Gain a foundational understanding of traditional investment options and execute your first trade or investment.

• Overview of Stocks, Bonds, Currencies, and Exchange-Traded Funds (ETFs)
• Key Considerations for Each Investment Option
• Identifying Your Investment Interests
• Exploring Various Investing and Trading Applications
• Selecting and Opening an Account on the Right Application
• Performing Your First Trade or Investment