Financial Guidance

At Clever Compass, we simplify finances, empower smart investments, and help you achieve lasting financial stability. Whether you're an individual or a business, we’re here to guide you every step of the way.

What We Offer

Personal & Business Budgeting

Tablet displaying an opening budget PDF with handwritten notes and figures.

Personalized Financial Planning & Budgeting

Key Focus: Gain clarity, reduce stress, and build smarter financial habits.

  • Consultation & Intake: Assess your financial goals and needs.

  • Financial Breakdown & Analysis: Clear view of income and expenses.

  • Custom Budget Plan: Tailored roadmap for savings, debt reduction, and growth.

  • Actionable Recommendations: Easy-to-follow financial guidance.

Best For: Both individuals and small businesses seeking financial stability and growth.

Person holding a smartphone calculator, with a large computer monitor displaying a financial graph, a keyboard, and financial documents on a desk.

Financial Foundations: Learn, Trade, & Grow!

Stock Market Basics & Long-Term Investing Fundamentals

Level 1:

  • Duration: 3–4 hours

  • Pre-recorded (coming soon), Virtual or In person class options available

  • Learn: Stock basics, ETFs, account types, retirement planning, and wealth legacy building.

Best For: Individuals that have zero experience with how the stock market works and would like to begin their learning

Pre-req: None

Person using a laptop with stock market charts, smartphone displaying cryptocurrency values

Level 2:

  • Duration: 4–6 hours

  • Pre-recorded (coming soon), Virtual or In person class options available

  • Learn: Day/swing trading strategies, market terminology, chart analysis, and risk management.

    Best For: Individuals that understand the stock market basics, but would like to learn more about short term investing such as day/swing trading

    Pre-req: Level 1

Day Trading & Swing Trading Basics

Person analyzing stock market chart on large screen, pointing at red and green candlestick graphs, wearing a white shirt.

Hands-on session tailored to your financial goals:

  • Trading/Investment Account Setup

  • Step-by-step guidance on Stock/ETF purchase

  • Simulated (Paper) Trades

  • Roth IRA & Long-Term Account Guidance

  • Q&A Support

  • Virtual or In person class options available

Best For: Individuals ready to take actionable steps in investing and trading.

Pre-req: Level 1 for long term assistance and questions

Pre-req: Level 1 & 2 for Day & Swing Trading questions and assistance

Pre-req: Level 1 & 2 for questions and assistance on both

1:1 Personalized Investment Setup

We’re excited to offer exclusive discounts! Bring a group to save more, or enjoy special savings when booking all three services together. Check our booking details or the FAQ’s below for discount details and additional information.

Real World Experience

As an active day trader, I bring hands-on knowledge of the market and practical strategies that deliver results.

Why Choose Clever Compass?

Professional Training

I’ve invested time and resources into learning from industry experts, ensuring you receive accurate, up-to-date financial guidance.

Patient & Effective Teaching

I excel at breaking down complex financial concepts into easy-to-understand lessons, empowering you to make confident decisions.

Passion for Financial Freedom

Financial literacy isn’t just a skill—it’s a mission. I’m committed to helping others achieve financial independence and lasting success.

FREQUENTLY ASKED QUESTIONS

  • No prior experience is required to get started. However, completing Level 1 is a prerequisite for moving on to Level 2. Understanding the basics and fundamentals is essential before advancing to more complex topics.

  • Investing depends on several factors, including your personal goals, risk tolerance, contribution capacity, and initial starting amount. It’s also important to decide whether you want to focus on long-term investing or day trading. As a general starting point, it is strongly recommended to have between $500–$1,000 for both day/swing trading and long-term investing. Remember, you can take the classes to learn the fundamentals before committing any money to investing.

  • We will not be covering cryptocurrency in these courses. While there are similarities, cryptocurrency is a currency, and our focus will be on stocks and ETFs.

  • It’s normal to feel apprehensive about investing, but our goal is to provide you with the education and tools you need to confidently put your money into the stock market.

  • No, we are not tax professionals, and every financial situation is unique. We offer education on fundamental investment basics, but for tax-related matters, we strongly recommend consulting with a qualified tax professional.

  • No, I will not be providing stock or trading recommendations (“calling out plays”). Our courses are designed to teach you the fundamentals so you can confidently explore your own investment interests. We are here to help clarify concepts, answer questions, and guide you in understanding what you’re looking at. If calling out plays is something you’re interested in, I can recommend communities or resources where you can explore that further.

  • Absolutely! You’re welcome to book additional sessions as needed. After completing your initial block, sessions are available for purchase on an hourly basis.

  • Yes, you can book as a group! Discounts are available:

    • 15% off for groups of 2–4 people

    • 30% off for groups of 5–8 people

    • 40% off for groups of 9 or more

  • Never! We take into account your age, goals, risk tolerance, and financial situation to develop the best possible investment strategies tailored to you.

  • No, we are not CPAs and do not offer bookkeeping or CPA services. For in-depth accounting or tax-related needs, please consult with professional bookkeepers or CPAs.

  • Refunds are available as follows:

    • Full refund for cancellations made at least 48 hours in advance

    • Partial refund for cancellations made within 24 hours

    • For group discounts, pricing will be adjusted for all individuals in the group if a member cancels.

    • No refunds will be issued for no-shows.

  • We understand that longer meetings can be challenging. You may split your session into two separate days if needed, but this must be arranged in advance and scheduled accordingly. Sessions cannot be split beyond the two days.

  • If you feel like you need additional time toward the end of your session, we can extend it and charge on an hourly basis.

  • Cash, Visa, Mastercard, AmericanExpress, Discover, Klarna, Afterpay, Apple Pay, Zelle, Venmo, Cryptocurrency