In one private session, I review your portfolio, answer your questions, and help you build a strategy you can feel confident about. Built around your goals, your timeline, and your comfort level, whether you are just getting started or retirement is already in sight.
Nolan Gouveia (Professor G), private financial coach
You manage your own investments, and you are not fully sure it is set up the right way: properly diversified, structured for stability and growth, sitting in the right accounts. Maybe retirement is getting close and you want to know if the portfolio gets you there, and how it turns into income once you stop working. Maybe you have money sitting in cash because the right moment never feels clear. Maybe you have watched a lot of my videos and you still are not sure what the right next step is for your specific situation.
That is what this session is for. We sit down together, we look at your real numbers, and you walk out with a plan that fits your goals, your timeline, and your comfort level. It is a working session on your situation, and there is nothing to buy at the end of it.
Comments left publicly on my YouTube channel by people who booked a session, plus reviews from members who learn with me.
You leave with a clear, easy-to-follow plan built around your situation, so you know exactly how to move forward.
During our time together we take the time to walk through all of it, so you leave with confidence and direction.
We walk through your current holdings together and make sure everything lines up with your goals, your timeline, and your comfort level.
You leave with a clear, easy-to-follow plan built around your situation, so you know exactly how to move forward.
I show you a straightforward way to manage contributions, cash flow, and long-term planning without overcomplicating it.
We define the goals that matter most to you and make sure your investments support the lifestyle and the future you are working toward.
We look at any unnecessary fees dragging on your returns and find the simple adjustments that could save you money each year.
This is your time. Ask anything you want. I am here to help you understand your options and feel confident about your next steps.

I teach finance at the university level, and I have taught more than 1,000 investors directly. Everything I teach starts from the same place: what the data actually says, explained in plain language, so you can make calm decisions with your own money.
On YouTube I teach to everyone at once. In a private session I teach to one person: you. We look at your accounts, your goals, and your fees, and we build the plan around where you actually are. No hot picks, because I do not believe anyone can reliably time the market.
If you feel stuck, overwhelmed, or unsure about your next move, and you want simple, direct explanations from someone who values transparency and education, this is built for you.
My calendar fills up fast, so applying sooner gives you the best chance of getting a spot. The application just helps me confirm I can genuinely help with your situation before we meet.
As a thank-you to my YouTube community, your private session is $699 instead of the standard $799.
Apply For Your SessionNo. It is a working session on your real numbers, real questions, and real decisions. There is nothing to buy at the end of it. You leave with your plan.
The application takes a couple of minutes. When you submit it, you go straight to my calendar, pick the time that works for you, and pay for the session there. Your confirmation email has the date, the time, and the video call link.
50 minutes, one on one, on a private video call. Bring your real numbers and your questions and we use every minute of it.
I do not do hot picks, and I do not predict where the market goes next. I review what you hold against your goals, your timeline, and your comfort level, show you what the data actually says, and we build a plan you understand and can run yourself.
Your current portfolio information, a rough idea of your financial goals, and any questions you want answered. If you have statements you want me to look at, you can reply to your confirmation email with them attached so I can prepare.
Yes. A lot of the people I meet with are within a few years of retiring. We look at where you stand, how the portfolio can produce income once you stop working, and what to simplify now so you are not managing a tangle of accounts later.
Yes. Setting it up right from day one is one of the most valuable things you can do. We build the plan around where you actually are, whether that is your first dollars or a full portfolio.
You apply first, at no cost. When you pick your time on my calendar, the $699 session fee is collected there, and you are booked.
Standard rate $799. $699 for my YouTube community.