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Click Services to get started
No commission, pay for only what you need
Tailored guidance for your situation
Tailored guidance for your situation
No commission.
You pay for our time and pay only for the services you need.
Keep your securities and portfolio.
Services and suggested times are below. Unless "Flat fee" is stated, additional time may need to be purchased.
Schwab is preferred but services can be used on any platform (Fidelity, Vanguard, eTrade, etc.)
Help with opening a Schwab stock (brokerage) and/or bank account
Help with opening a Schwab stock (brokerage) and/or bank account
Bank savings or checking rates are below 1%. Schwab offers money market funds over 1%.
Book time to open a Schwab account.
Service 1
Time: 15 minutes/$25
Flat fee
Move your emergency cash into a money market fund
Move your emergency cash into a money market fund
Whether it's Schwab, Fidelity, or some other brokerage, you can move your emergency cash to a money market fund. Money can be moved in and out with no penalty per day.
Service 2
Time: 15 minutes/$25
Flat fee
Run analysis for stock to bond allocation
Run analysis for stock to bond allocation
Your age minus 100 or 110 should be your stock to bond allocation. Let's run through some scenarios on what your ratio should be.
Service 3
Time: 15 minutes/$25
Flat fee
Run analysis for ETF to stock allocation
Run analysis for ETF to stock allocation
Once your stock to bond allocation has been determined, a further analysis can be run for ETF to stock allocation. This can be combined with Service 3.
Service 4
Time: 15 minutes/$25
Flat fee
Buy foundation ETFs and set trails
Buy foundation ETFs and set trails
Now that we know your ETF to stock allocation, this session will start buying ETFs and we will set trails for each ETFs.
Service 5
Time: 30 minutes/$50
Flat fee
Review your 401K selection
Review your 401K selection
If you don't know what mutual funds to buy in your employer sponsored plan, schedule time to review the selections and management fees
Service 6
Time: Over 1 hour, $100
Flat fee
Set trailing stop loss for your existing securities
Set trailing stop loss for your existing securities
Don't let your losses exceed your threshold. This session will set trails on your existing securities.
Service 7
Time: 15 min/$25
Additional time may be needed
Get started in buying fractional shares
Get started in buying fractional shares
Learn how to buy fractional shares (Apple, Tesla, Nvidia, etc. for $1-$5)
Service 8
Time: 15 min/$25
Flat fee
Evaluate your portfolio if you should keep that stock or not
Evaluate your portfolio if you should keep that stock or not
Should you keep that stock? Does it beat benchmark? A session to go over each stock ticker and discuss whether to keep or sell / and place trails.
Service 9
Time: 15 min/$25
Additional time may be needed
Set up a Robo account
Set up a Robo account
A working session to setup a Robo account based on your risk tolerance and age.
Service 10
Time: 15 min/$25
Additional time may be needed
Leverage my templates in ThinkorSwim
Leverage my templates in ThinkorSwim
Leverage my ThinkorSwim Templates to buy and sell stocks.
Advanced or active users
Service 11
Time: 15 min/$25
Additional time may be needed
Misc service not listed above
Misc service not listed above
Need something else? Book time to discuss other areas you need help with.
Service 12
Time: 15 min/$25
Additional time may be needed
Videos coming soon...
Videos coming soon...
How to rollover your 401K.
How to dollar cost average.
How do I know when to sell.
Deep dive into sector charts
Coming soon...The only mobile app that compares the stock to benchmark
Coming soon...The only mobile app that compares the stock to benchmark
The only desktop and mobile app that compares the stock to benchmark to help you decide if you should buy the stock.
Most apps just show you the stock chart but not how it compares to benchmark.
This app compares the stock to benchmark and has the foundational ETFs so you can get started in KickstartMyWealth today!
Ready to get started?
Ready to get started?
Contact KickstartMyWealth@gmail.com to get started
(Note: I experimented with AI avatars when the technology came out but you will find later videos, I just stick to examples.)
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