Investment Education and Consulting

Cooper Capital now offers one-on-one coaching for individuals and families who want to take control of their own investments and finances. Our goal is to empower you to confidently contribute, invest, trade, and reallocate your own savings however you choose—without paying an ongoing consultant or financial manager.

What We Cover
Sessions are tailored to your individual needs. Topics include:

1. Custodial Website Navigation & Setup
   • Learn to navigate the website of your chosen financial custodian. Whether it’s Schwab, Merrill Lynch, Bank of America, or another provider, we’ll use screen share and video calls to get you comfortable managing your account.
2. Investment Vehicle Comparison
   • Learn to interpret the readily available information about different investment options, including how to compare similar stocks to decide which one to buy. Understand the differences between stocks, bonds, mutual funds, ETFs, and more—their benefits, their drawbacks, and how to balance your portfolio to meet your goals.
3. Financial Consulting
   • Take a broader look at your overall financial position and learn how to set yourself up to meet your goals and save for the future.
4. Financial Literacy Education
   • Master the basics of everyday finance. From credit cards to home mortgages, understand how the financial decisions you make affect you and your future.

Pricing

• Free 10-minute consultation — see if coaching is right for you, at no cost.
• 15-minute session — $35 — perfect for quick questions or a focused check-in.
• Hourly coaching — $100/hour (hourly minimum applies) — in-depth, one-on-one sessions tailored to your goals. *Billed in 15-minute increments

Click here to book your consultation now!

Get in touch via info@coopercapital.com for more details.