Working Together

Writing to me
There is no form to fill in. If you would like to talk, write to me directly. A few lines are enough: where you are in the CFA Program, what has happened so far, and what you hope will change. If you have failed, include your most recent result. Everything you share stays between us.

A first conversation
If I believe I can help, I will suggest an online conversation. We talk about your exam history, your work, your life outside study, and what the charter means to you. There is no obligation on either side. I take on only a small number of people at a time, and I will tell you honestly whether I am the right person for you.

The retainer
All my work is on retainer, not by the hour or by the course. A retainer keeps the work one-on-one and shaped around you, with sessions, daily practice, guided Level III mock constructed response questions and failure analysis arranged to suit your circumstances. The retainer continues across levels, and through setbacks if they come, for as long as the work serves you. Terms are agreed individually after our first conversation.

Confidentiality
The investment profession is small. Who I work with, and what we discuss, remains private. I will never mention our work to an employer, a colleague or anyone else without your permission.

Payment
Payment is by bank transfer or cryptocurrency. I do not accept credit cards.

Independence
I have no referral arrangements and no institutional ties. My only obligation is to the people I work with.

When you are ready, write to me directly.