Investing with Confidence and Clarity Coaching/Consulting Packages with Bonnie Gortler

Process:

If Yes to coaching, and agreement, and payment is received, you will book a 30-minute onboarding and planning session to outline goals for your sessions.

The coaching process is fully customized based on needs and goals.


Coaching Packages (all packages are payable in full prior to coaching) All packages include unlimited texting and email access to Bonnie plus a portfolio review if desired, and unlimited short 10 minute calls.

Package Options:

6 month retainer with 12 Private 60-minute coaching sessions $3600

Or

12 month retainer with 24 Private 60-minute coaching sessions $6000

COACHING TOPICS AVAILABLE:

  • Support to attain your Wealth and Well-being goals
  • Clients are in charge of their own investing. We create a trading plan that suits your needs, so you feel comfortable achieving your wealth goals.
  • You will have the opportunity to share your investments in Stocks, Mutual Funds, and Exchange Traded Funds (ETFs) that interest you. I share charts with different technical indicators in different time frames that match your investing style that we review together. We go over other resources for tracking your portfolio, watch lists for new opportunities, and technical tools to follow for the general strength of the market.
  • Portfolio design and strategy, evaluating how you can improve your portfolio or any securities to watch closely for potential buying or selling opportunities based on your risk objectives.
  • Discuss general market conditions, whether they are perceived to be favorable or unfavorable based on short/intermediate or long-term trends from a charting perspective.
  • And more...
REVIEWS

“If you are serious about investing, long-term wealth creation, and putting in the work, Bonnie is the Coach for you. Bonnie has a wealth of knowledge that will help you navigate the financial market and help you on your journey to wealth. Your work is to have clear goals to set the course, to be prepared with questions, and to be prepared to learn. Bonnie helped me understand the market breadth/conditions and key indicators and develop my plan. I went from not knowing where to start to having a long-term investment portfolio and an active trading account. Thank you, Bonnie!”

Athinee Kalayanarooj

"Bonnie and I go back together many years. She has been instrumental in educating me in identifying good buying and selling opportunities, how to best preserve and grow my portfolio with minimal downside risk, and how to manage the diversification of equities and fixed income within that portfolio.

Bonnie’s charting expertise is outstanding. The indicators I see in the charts have made me the most confident I have ever been investing in today’s market."

Dr. Richard Longoria

"I'm so thankful I found Bonnie. As an investor-driven to learn the technicals, I was spending countless hours searching the net walking in circles. But I was determined. I kept searching, and that's when I stumbled across Bonnie. I was immediately drawn to the quality of her charts, and how she explains them in easy-to-understand detail. My discovery of Bonnie also led me to her book and online education, which have been the best investment decision I've made so far. Bonnie will help develop the tools and positive mindset needed to grow your wealth the healthy way. If you're walking in circles like I was, stop. Let Bonnie help guide your path in the right direction."

Camden Briggs


"Bonnie has the right composition to coach people, since she's a great listener, has a wealth of investing knowledge, and is open-minded whereby she can customize her coaching sessions to fit her client's desired goals. What I discovered over the course of her coaching was that I was too stressed out trading short-term options that were expiring in three weeks or less, and decided to focus on trades lasting at least 2 months. This removed the stress of trading and provided the clarity needed to focus, relax and perform at a higher level."  PM 


"This powerful ecourse by Bonnie Gortler offers up solid investment advice, plus she covers risk management and what to do depending on where you are in your life. Everything is so easy to understand. I highly recommend this course to anyone who wants to grow their wealth consistently. Bonnie offers no-hype information that has withstood the test of time."

Sheri Kaye Hoff, Business Coach, Author, and Mindset Mastery Expert. sherikayehoff.com

“If you want to be informed about money from a woman with almost 40 years of experience, buy Bonnie Gortler’s e-course today. You will listen to a calm voice and learn simple investing strategies. From exercises that tap into emotional setbacks with “the root of all evil” to the knowledge about investment plans and portfolio management, Bonnie is my go-to during these volatile times.”

Catherine R.

"You will be amazed at your newly created rituals and techniques that you will learn. It’s simple and you can start implementing them now."

Bonnie Gortler - Wealth and Well-Being Coach

A Word From Bonnie

Growing wealth is within sight. You can start small. It’s not too late to start. You can make sure your money works for you and have a winning money mindset.  

Right now, is the best time to commit to growing your wealth with no more struggle. More inner peace and prosperity is possible for you. Change the way you feel and think about money. It takes discipline, good habits and a plan that works for you, not somebody else.  

Don’t be disappointed that you haven’t started growing your wealth. New possibilities and opportunities happen all the time.  

Because you can learn anything you want to learn. 

SIGN UP OR ASK QUESTIONS

CONTACT BONNIE

Bonnie@bonniegortler.com

516-395-7461

Plan your financial goals today and for your future. 

*****


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