Create a framework to pick your own stocks with confidence.
Do you struggle with
Not knowing what stocks to buy?
When to sell a stock or when to hold?
How to monitor the performance of your stocks?
How to monitor the success of your portfolio?
How a strategy helps
Defines your purpose for investing in stocks
Establishes your personal goal
Builds your criteria you’ll use to evaluate stocks
Gives you a plan to monitor performance
Choose Your Option
Do It Yourself
Our DIY Strategy Toolkit is great for those who have a pretty good idea of what they’re doing already and just want information about the Build Invest Live framework to create their own personal strategy.
This toolkit is a 25-page PDF that provides:
An outline for documenting your own strategy
Details on how to create your Purpose, Goal, and Criteria
Basic information about commonly used metrics
An example of how to monitor ongoing progress
10 sample strategies to use as examples and get ideas
Video Workshops
Our video workshops are great for those who want more structure to go step-by-step through the Build Invest Live framework to create their own personal strategy.
Both workshop options include:
Everything in the DIY Strategy Builder Toolkit
1.5 Hours of video content where we go through the process of creating your strategy step-by-step
Lifetime access to all workshop content
The video call option includes:
A one hour video call with me to review your strategy, get feedback, and ask any questions
COMING SOON
COMING SOON
FAQs
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I've tried to provide different options for Strategy Builder to accommodate different income and experience levels.
Having a documented strategy is such a powerful way to have clearer direction and purpose when investing. It's something that you'll use frequently.
Even if it helps you with one good investment decision in your lifetime, the impact will likely be more than our most expensive option.
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No. There is nothing that can guarantee anyone success. Investing is risky and there is a chance that you will lose money.
Building a strategy helps provide you a plan and structure that you can follow. That structure helps guide your decisions, how you measure your progress, and how you define success.
For many people, having a strategy provides the clarity they need to stop guessing when it comes to picking stocks. But it's not a guarantee of success.
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Creating a stock picking strategy can apply to retirement or non-retirement accounts. It's totally up to you and what your goals are.
For example, my personal strategy is focused on retirement, but I use it for a mix of retirement and non-retirement accounts just the same.
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No, this is simply about defining a strategy for the type of stocks that align with your goals. It doesn't talk about retirement accounts versus non-retirement accounts. It also doesn't deal with things like estate planning or taxes.
It's simply a product to help you define the type of stocks that fit your personal goals.
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No, the point of the Strategy Builder process is to help you create your own strategy, based on your personal goals and criteria.
Strategy Builder doesn't give you a predetermined strategy at all. It walks you through the process I used for my own strategy so you can create yours using the same framework.
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No. The goal of the Strategy Builder is to give you a documented strategy that fits your personal goals and criteria.
Once you've documented your criteria, you can use them to filter out stocks that are most likely to fit your goals.
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If our Strategy Builder doesn't meet your expectations we have a 30 day return policy.
Simply respond to your original purchase email and we will process your refund.
*Workshop with Video Call purchases are non-refundable after the Video Call happens, even if they are before the 30 day window.