Get a plan that fits your life.

The calculator shows you the math. These services help you act on it — with a plan built around your income, your currency, and where you actually are in the world.

Starter

$49one-time

A personalized investment growth plan — where to start, how much to invest, and what to expect over 10, 20, and 30 years.

  • Custom compound growth projection based on your real numbers
  • Recommended monthly contribution based on your income
  • Broker and ETF recommendations for your country
  • Clear PDF report delivered within 5 business days
  • One round of follow-up questions via email
Get your growth plan
Most popular

Portfolio Review

$89one-time

Already investing? Get an honest review of your current portfolio with specific recommendations to optimize it.

  • Everything in Starter
  • Full review of your current holdings and allocation
  • Risk assessment tailored to your timeline and goals
  • Specific rebalancing recommendations
  • Tax-efficiency tips for your country of residence
  • 30-minute video call to walk through the report
Get your portfolio reviewed
Comprehensive

Strategy Session

$289one-time

A deep, 1-on-1 financial strategy session covering investments, savings targets, and a long-term wealth-building roadmap.

  • Everything in Portfolio Review
  • 90-minute 1-on-1 video strategy session
  • Multi-goal planning (retirement, property, education, etc.)
  • Emergency fund and cash reserve strategy
  • Currency exposure analysis for expats and multi-country earners
  • Written action plan with month-by-month milestones
  • 60 days of email support after the session
Book your strategy session

How it works

1

You pick a plan

Choose the level of depth you need. No upsells after you pay.

2

Share your details

A short questionnaire about your income, goals, risk comfort, and timeline.

3

Get your deliverables

A clear, actionable document within 5 business days. Starter includes a call.

Common questions

Is this financial advice?

This is investment education and planning, not licensed financial advice. I help you understand your options and build a strategy — but the final decisions are always yours.

What if I have no investing experience?

That’s exactly who the Starter plan is for. You’ll get a clear, jargon-free plan that tells you exactly where to open an account, what to buy, and how much to put in each month.

Do you work with people outside the US?

That’s the whole point. Most of my clients are in the UAE, Saudi Arabia, Egypt, Morocco, Malaysia, or are expats in Europe. The plans account for your local tax situation and available brokerages.

How do I receive the deliverables?

Everything is delivered as a clean PDF via email. Strategy sessions are held over Google Meet or Zoom, and you get a written summary afterward.

Can I upgrade later?

Yes. If you start with the Starter plan and later want a full portfolio review or a strategy call, you’ll get credit for what you already paid.