You can do this on your own!
Fire that financial advisor Today and save thousands in fees!
Portfolio Pilot Academy Course list -
INTRODUCTION
Welcome to the Portfolio Pilot Academy!
Who We Are
Outlines and Objectives
FIRE YOUR ADVISOR TODAY -
FUNDAMENTALS
Are you an Investor Or A Trader? You decide!
DISCOVER YOUR PERSONAL RISK TOLERANCE
Risk Tolerance Risk Tolerance Questionnaire
Important Considerations to keep in mind moving forward
DIVERSIFICATION (ASSET ALLOCATION) IS THE KEY!
What is Diversification or Asset Allocation?
Market Alternatives
START WITH THE END IN MIND!
WHAT ARE THE GOALS YOUR TRYING TO ACHIEVE?
Start with the end(GOAL) in mind!
Schedule the FUNDAMENTALS Zoom call -
CREATING YOUR WATCH LIST
What is the Watch list and why create one?
CREATING YOUR WATCH LIST
Value Investing Part 1
Value Investing Part 2
Value Investing Part 3
The technology tools guided tour links
Creation of watch list and technology tools-Zoom call 2hrs -
EXECUTE YOUR TRADES FOR YOUR PORTFOLIO
Create your Initial Portfolio from your Watch List
Schedule the 3rd Zoom Conference call-live trade execution-2 hrs -
ONGOING PORTFOLIO MANAGEMENT
Rebalancing
Schedule your 4th Zoom Conference call-1hr -
COURSE SUMMARY, WRAP-UP, AND ONGOING SUPPORT
Summary
Wrapping Things Up
5th zoom call Q&A-1hr
6th zoom call Q&A-1hr
1st qtr rebalancing zoom call
2nd qtr rebalancing zoom call
3rd qtr rebalancing zoom call
4th qtr rebalancing zoom call
Portfolio Pilot Academy Lifetime Access with 10 hrs. of Live one-one-one zoom calls included.
$1800 Down/setup fee then a flexible $400 a month=$5800, 10-Pay Option for Portfolio Pilot Academy Lifetime Access with 10 hrs. of Live one-one-one zoom calls included.
Portfolio Pilot Academy Monthly pay Option-$500/ Month for 12 Months=$6000
One on One Live Zoom Support (up to 5 hrs. per year)
One on One Live Zoom Support-(up to 6 hrs. per year)
One on One Live Zoom Support (up to 6 hrs. per year)
I agree to the Terms and Conditions.
I also Consent to Receive SMS Notifications, Alerts from Wealth Consultants USA. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.
Testimonials
Holly M.
Portfolio Pilot Academy is such a great program! I have never felt confident enough to delve into the world of investing on my own without an advisor, but they have helped me to overcome my fears and believe that I really can do this on my own. They break things down into manageable, easy-to-understand steps and really do "hold your hand" until you understand everything. I made my first-ever purchases on my own today and feel confident to continue this journey!
Mary D.
Thanks to your help and guidance, we successfully negotiated down from over 18k to ZERO on those bills we went over! Thank you SOO much for all your help! You're the best Coach and I am telling everybody about you and Wealth Consultants USA!!!
Payton B.
Your process on creating our financial plan was easy, straightforward and very detailed! Now we feel confident on our the road to our eventual retirement day! Thank You!
How can financial coaching help me manage my money better?
Financial coaching provides personalized guidance and support to help you understand your financial situation, set achievable goals, and create a realistic plan to reach them. A financial coach can help you identify areas where you may be overspending, develop a budget that aligns with your priorities, and provide accountability to help you stay on track.
Can financial coaching help me achieve my long-term financial goals?
Yes! Financial coaching empowers individuals to make informed decisions about their finances and take proactive steps towards achieving their long-term goals. By working with a skilled coach who understands your unique circumstances, you can develop strategies that align with your aspirations and set yourself up for success in the future.
What should be included in a comprehensive financial plan?
A comprehensive financial plan should include an assessment of your current finances, short-term and long-term goals, strategies for achieving those goals (such as saving and investing), risk management strategies (like insurance), and an estate planning component. By addressing these common questions and seeking the best answers tailored to your unique situation, we can take the first steps towards creating a solid financial plan that sets you up for success.
How can you help me with tax planning?
Financial coaching can be a game-changer when it comes to managing your money effectively. One of the key areas where financial coaches excel is tax planning. By working us, you can receive personalized guidance on how to optimize your tax strategy and minimize your tax liabilities. A skilled financial coach will analyze your financial situation, including income, investments, and expenses, to develop a tax plan tailored to your specific needs and goals. With the help of an accountant/cpa we can help you take advantage of deductions, credits, and other strategies to ensure you are not paying more taxes than necessary. In essence, a financial coach can provide you with expert advice and actionable steps to navigate the complexities of tax planning successfully.
Is it really easy for me to create my own portfolio and manage it myself?
Creating your own investment portfolio and managing it yourself can be a rewarding and empowering experience. While it may seem daunting at first, with our state of the art education platform comprised of all the tools and knowledge needed, anyone can build a successful portfolio tailored to their financial goals.
I'm 67 and I have 1million in my portfolio currently. My current advisor is charging me 1.5% in management fees and my average annual return is 8% gross. How much can I save myself if I learn to manage it myself and fire the advisor?
If you're 67, have a $1 million portfolio, and your advisor charges you 1.5% in management fees while your average annual return is 8% gross, it's time to consider managing your investments yourself. By taking control and eliminating the advisor's fees, you can significantly boost your growth over time. Let's do the math: if you continue with the current setup, after 20 years with an average annual return of 8%, your portfolio would grow to approximately $4.66 million. However, if you manage it yourself and save the 1.5% fee annually, your portfolio could reach around $6.03 million over the same period due to compound growth. By self-managing your investment portfolio and harnessing the power of compound growth, you could potentially save over $1.37 million by taking charge of your financial future. It's a compelling case for considering self-management as a way to maximize returns and secure a more prosperous retirement. We can show you how to achieve this!