go beyond techniques & develop fundamentals needed to excel in business investing

Empowering improved risk/return with simple/effective techniques & skills

  •  Invest with purpose & conviction. 
  • Follow the principles of all successful investors in history.  
  • Bus. analysis & valuation


Hello

Ever wonder how Warren Buffet knows a good deal when he sees

 

It is not that complicated but most experts want you to think it is. Most financial experts are paid because you do not understand finance. I only get paid to simplify it and help you understand it. I don't deal in abstract terms, portfolios, and average returns. I deal in individual business analysis and managing risk in a very tightly controlled way that does not reduce my returns. Think of me as your personal financial analyst. I want to partner with you to improve your business or personal finances and help you become your own financial analyst requiring no outside opinions or guidance. I do not want to profit from your lack of understanding of finance, I want to increase your understanding of finance so that you can profit more. 

Book your Free Consultation NOW!

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This is how we help businesses and investors

Increase confidence and focus

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Make better decisions faster and get better results from investing efforts. Learn to perform business analysis and chart analysis like the pro's. See quick results for affordable fees.

Interactive Coaching style

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I offer structured classes or interactive coaching for any experience level. I don't have just  a few canned techniques that I teach. I teach fundamentals and what has worked for several successful investors in different styles of investing.I not only teach investing, but I help you find your natural advantages over other investors. 

For Business Owners - valuations and performance monitoring/improvement

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Need help with valuing your business for sale, acquisition, divesting a division, loan collateral, or any other reason? I can value your business intrinsically (fundamentally) as well as relatively (market based) along with a thorough swot analysis and negotiation assistance.

Popular finance packages

Strictly Financial

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Grow your wealth

Debt elimination

Building inheritance/legacy 

add more stress free vacations to your life


Business

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Cash management

Project analysis

Risk/Return trade-offs

Valuations

Performance monitoring and improvement


Custom packages

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Take the lead and Design your own investment strategy with me. 

Increased skills & Confidence

Our purpose

Superior risk management and return is our purpose for both investors and business owners. Risk is always minimized in as many ways as possible, not just diversified and forgotten. Focused-Investing is the culmination of many years of studying the most successful businesses and investors in history and condensing their tools into skills that are easily mastered by everyday people. 

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