Our Mission: Teach Others as We Were Taught
Because we had the unusual opportunity to be personally mentored by one of Wall Street's most successful value investors, we teach as we ourselves were taught.
We are not licensed financial advisors, and we are not selling any financial products. We teach you new methods to make investing more interesting and help you get better results.
Our Vision: A World Where Everyone Understands and Enjoys Stock Investing.
What We Do: We teach workshops and offer ongoing coaching about stock market investing.
Monthly Connection Meetings
Meet online with your Valets and others in regular live group discussion for fun, energy, and shared learning.
Your Valet will be there for you. If you need 1:1 teaching or a little extra help, just let us know.
Link with Others
Get energy by learning something new, meeting other like-minded investors, and have your own success. We meet regularly to share ideas and learning along the way.
What Others Say...
"I start tired and I leave wired - super interesting and you both make everything so much easier and enjoyable"
What We Know For Sure
We know people can have fun investing in stocks. We know that people can successfully learn new skills and meet like-minded investors for connection and better results.