4 Easy steps to success –
The process is quite simple
1.) We discuss your goals
During this phase we will evaluate your technical approach, risk procedures and investment style to make sure your goals are realistic given your mental makeup.
2.) Determine your “Investors Psychological Quotient”
Through psychological testing and in-depth analysis we determine your current trading style, reveal your ideal approach and realistically compare the two.
3.) Set a strategic plan
Empowered with knowledge we can now lay out a specific plan meant to alter your view of the markets and your relationship with risk and money, allowing you to make clear, well-informed decisions free from emotional baggage.
4.) We let the journey begin
Through a series of one on one sessions, you and your adviser will engage in custom exercises and processes meant to clear the mind of emotional impediments and eliminate self defeating and limiting behaviors.
A little bit about us
and our work
Techniques
- Traditional counseling techniques
- Neuro Linguistic Programming
- Ericksonian Hypnosis
- Regression Therapy
- Psychodrama
We offer phone consultations as well as in person sessions. Most of the background work can be facilitated remotely but some of our techniques work best face to face. Because of that we frequently visit the cities where we have an established clientele. If you would like to meet when we are in your city, feel free to contact us to schedule.
Cities Serviced
- Atlanta
- Chicago
- Detroit
- New York
- Washington, DC
* Travel schedule varies. Contact us for schedule information.