Financial coaching
Years of experience
Listening. Analysing. Researching. Comparing.
Coaching 1-on-1 provides personalized financial guidance for every stage of your financial journey.
Designed for
- Beginners who need guidance on where to start, how to choose the right platform, and how to build a portfolio from scratch
- Intermediate investors looking to refine their strategies and explore new platforms
- Experienced investors seeking to optimize their portfolios and explore advanced investment opportunities
Key benefits
- Available in English and Portuguese
- No need for prior financial knowledge, accessible to anyone
- Tailored guidance to help you understand investment platforms and product options
- Support at every stage of your financial journey, from setting up your first account to optimizing your portfolio
Pricing
Prioritize safety and get the clarity you need
With years of experience analyzing and comparing investment platforms internationally, we can provide clear advice to help you navigate your options.
Deep dive coaching
99€/ $109
1-on-1 hour sessionWhat’s included
You submit your questions before the call
Steps to address your key financial concerns
Covers all types of financial issues
Evaluation of your current portfolio
Evaluation of your potential investment platforms
10+ years
Financial experience
1M+
Content views
100k+
Hours of research
5+
Global media appearances
Team
1:1 Coaching
lead by our co‑founders
Our combined expertise in financial markets, investment platforms, and online investing can help you make better-informed financial decisions.
FAQs
What is the difference between a financial advisor and a financial coach?
A financial advisor and a financial coach help people manage their money, but they do so in different ways and for different purposes.
Financial advisors are regulated and authorized to recommend specific financial products to clients. They usually work for a fixed fee based on the client’s assets under management.
On the other hand, financial coaches know about the topic but aren’t subject to strict regulations. They are skilled at looking at your overall financial picture and helping you set goals and create a plan to reach those goals. While they can explain the advantages and disadvantages of various financial products, they won’t make specific product recommendations. The fee charged is only for the time and guidance they provide.
Why should I choose coaching if I can find information online?
Yes, you can find a lot of information online for free. But it’s often scattered, time-consuming, and overwhelming.
Our coaching streamlines the process, helping you focus on what matters most for your situation, saving you time and potential mistakes. We bring our expertise directly to you, making the process faster and more efficient.
Are the sessions confidential?
Absolutely. Your privacy is our top priority, and all information shared during sessions is kept strictly confidential.
What type of questions can I ask during the session?
You can ask about anything related to investment platforms, portfolio setup, account opening processes, or even online businesses and personal finance topics.
How are the sessions conducted?
All sessions are conducted virtually via video call.
Can you help with tax-related questions?
We don’t provide specific tax advice, as tax regulations vary greatly between countries. However, we can guide you on broader investment decisions and help you understand the tax-related features of different platforms.
How should I prepare for the session?
To get the most out of your session, send us a list of questions or topics you’d like to discuss beforehand. This will help us focus on what’s most important to you and be better prepared.
