Schedule Your Breakthrough
Strategy Session Now.

The Steps...

  • 1

    Watch the 3 Minute Video Below

    Learn what this Strategy Session is all about.

  • 2

    Pay $7 by Clicking the Orange Button Below The Video

    Why $7...? Your time and my time are precious. A $7 non-refundable fee eliminates 99% of what I call "time-vampires." These are people who are not ready to have a serious conversation about their money and take action. Once you pay, the order form will take you to the scheduling step. See step #3 below.

  • 3

    Schedule Your Strategy Call

    After paying $7 you will be redirected to my calendar where you can find a time that works best for you. Please note, I actually conduct these strategy sessions and I only have sessions on Thursday's and Friday's. So these times can often fill.

  • 4

    Fill Out a 5-Minute Questionnaire

    After scheduling a time you will be redirected to a page where you will need to fill out a 5-minute questionnaire. This is a necessary step as it will allow us to get into strategy-like conversations and bypass logistical information. Please note, if you don't fill this questionnaire out, then we don't meet. There are no exceptions. If you are having a problem with the questionnaire, just let us know. Direct line is 650.257.0207. Make sense?

  • 5

    Have a Breakthrough Strategy Session

    You and I get on the phone and we talk about your investments. I'm here to help you make the most of your financial future. So be on time. Be in a place you can speak freely. And the next steps will be clear.

Here's Step #1:

Here's Step #2:

Schedule Your Strategy Session Now

WE KNOW!

People are scared of being hurt again AND
they are scared of missing out again.

The next steps are easy...

  • Pay the $7 "I-will-not-waste-your-or-my-time" fee.
  • Schedule your conversation with me and then you will be redirected to the questionnaire.
  • The questionnaire asks questions that you can guess at. No need to look anything up.
  • The questionnaire answers will be emailed to us so we can look them over before our conversation.
  • Properly manage your time so when we connect you can put 100% of your attention on the conversation.
  • If you want... as a bonus you can send your most current portfolio statement to Questions@FearlessWealth.com, for us to have when we speak.
  • That's it. Most of the heavy lifting will be done by us.

What Happen's After The Breakthrough meeting? You are going to be having one of three experiences:

  1. The meeting provided value, clarity and insight... and you're glad you finally had it. If this is the case, you may be invited to join my "invitation-only" training.
  2. The meeting was a waste of time and held absolutely no value for you. You can't believe you wasted an hour of your life... if this is the case then something went horribly wrong because this quite literally has never happened in 19 years of being in business. And if it does happen then you know I will not be able to help you.
  3. You finally see a better way... A way with clarity, growth and safe acceleration. But you are just so scared to make a move... and so you hope somehow that things will just fix themselves even though that hasn't ever happened. And so you start to get clear with yourself that the solution may feel uncomfortable to you but great to your money.
Schedule Your Strategy Session Now

             

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