A focused, one-on-one session to review your current holdings, stress-test your 3-bucket strategy, and walk away with a concrete next step — not just more information.
American expat who built his portfolio from scratch while living abroad. I created the 3-Bucket ETF framework and now share it with 6,000+ subscribers across YouTube and my newsletter. I've helped investors at every stage — from just starting out to fine-tuning a six-figure income portfolio.
Common questions
Do I need a certain portfolio size?
Not at all. These sessions work whether you're just starting out or managing a substantial portfolio. What matters is that you have specific questions you want answered.
What should I prepare before the call?
Just bring a list of your current holdings and a rough sense of your goals — income, growth, or both. No spreadsheets required, though the more context you share, the better the session.
Is this financial advice?
This is educational coaching. I share frameworks, analysis, and my own perspective based on your situation. I'm not a licensed financial advisor, so always do your own research before acting on anything we discuss.
What if I'm outside the US?
Totally fine — I'm an expat myself. We'll factor in any currency or tax considerations relevant to your location and situation.
How do I book?
Click the booking button above, pick a time that works, and complete the checkout. You'll get a Zoom link and a short intake form by email within a few minutes.
This coaching session is for educational purposes only and does not constitute financial advice. Always conduct your own research and consult a licensed professional before making investment decisions.