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TAKE CONTROL OF YOUR MONEY!

Join my new program, "my first $100,000 stock portfolio challenge" starting on January 25, 2022 (more info below).

Welcome to my page, I am Dr. Charles Boadu. I understand investing seems daunting, and taking a hold of your finances seems impossible. As a trusted Financial Coach, I am here to help you take control of your money and help you build wealth one asset at a time. 

I specialize in helping professionals identify and achieve their personal finance goals by developing a healthy budget, an investment plan, a debt pay-off plan, obtaining the appropriate insurance, and enjoying their money on things they value. I take great pride in the progress and success of my clients and look forward to helping you. 

 
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JOIN MY NEW PROGRAM:  $100,000 STOCK PORTFOLIO CHALLENGE

Are you ready to build generational wealth?


I am truly excited to share with you a new program I have entitled, "my first $100,000 stock portfolio challenge."


This is your opportunity to work side-by-side with me to start a portfolio from scratch or grow your current portfolio to $100,000 or more.

In an effort to provide more value to my community and impact more people, I decided to let you into how I invest. 

Learn which ETFs and stocks I own or plan to buy and invest alongside me as we build long-term wealth. 

The inaugural class with begin on January 18th, 2022 and will run every last Tuesday of the month until you make your first $100,000 (likely over a year and a half).


My only requirement is that you open a taxable brokerage account of your choice and fund it with $1000 or more prior to the start date.


Please scroll below to sign up!

 

ACHIEVE YOUR FINANCIAL GOALS

I offer a variety of coaching services to help you achieve your financial goals. 


I will help you develop an investment plan and change your mindset about money.

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MY FIRST $100,000 STOCK PORTFOLIO CHALLENGE.

Join me and a group of like-minded individuals on a journey to build a solid portfolio to $100,000. This group will meet monthly starting on January 25th, 2022. 

  • It has been said that your first $100K is difficult but, after achieving this great milestone, it propels you to see the power of compounding interest. 

  • In this course, you will learn which stocks and ETFs to invest in alongside myself and others. You will learn exactly how I analyze ETFs and stocks and also enjoy the camaraderie among the community to spur you on to invest more into your account. 

  • **Please understand your monthly contributions and market climate will dictate the growth of your portfolio.

  • **There are risks in every investment.

1 MONTH WEALTH COACHING SESSION

  • Perfect starter for individuals with some experience in investing.

  • I will help you

    • Fine-tune your budget​

    • Set up the necessary investment accounts 

    • Guide you in selecting quality investments

    • Obtain the necessary insurance to protect yourself and your assets

**You will have access to me via text messaging and email for up to 3 months to answer any questions or concerns. 

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2 MONTH PERSONAL FINANCE BOOT-CAMP

When it comes to money, what you don't know could hurt you. This is a 6 session package ideally lasting over a 2 month period.

  • We will spend the first session performing a financial stress test, diving into your investments, cash flow planning, financial goals for the future, and more. 

  • Subsequent sessions (up to 1 hour), are spent on teaching you how to track your net worth

  • Learn how to invest effectively for the future. 

  • Learn how to write a personal financial plan 

  • Subsequent sessions build on this and more up to 6 sessions.

**You will have access to me via text messaging or email for up to 6 months to answer any questions or concerns. 

Financial Advisor

3 MONTH PERSONAL FINANCE BOOT-CAMP

Let’s take it up a notch. My job is to give you the tools and techniques to achieve a balanced and fulfilling lifestyle. This is a 9 session package lasting over a 3 month period.


After this period, you will become a master at handling your money with confidence. Each session will last up to 1 hour. You will:

  • Learn how to pay yourself first

  • Learn how to budget effectively

  • Learn effective ways to pay down your debt

  • Learn how to manage your student loans

  • Learn how to spend on things you want by creating sinking funds

  • Learn how to begin investing for your children through custodial accounts.

**You will have access to me via text messaging and email for up to 6 months to answer any questions or concerns. 

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4-6 MONTH COACHING PACKAGE

This is a longer-term coaching package where I take my time to teach and guide with:

1. Budgeting

2. Long-term Investing

3. Obtaining appropriate insurance

4. Mindset shift sessions

5. Book recommendations

6. Investing for children 

At the end of this period, you will know everything I know about investing and money. This is excellent for a beginner in investing. 

**You will have access to me via phone, text, and social media handles.

 

TESTIMONIALS

What Clients Are Saying

Since starting my business in 2020, I have helped my clients develop and execute their financial goals while planning for the future. Read on to learn what clients have to say about their experience with my coaching services, and contact me today to schedule your own session.

 

Ebow, Engineer

After making so many financial mistakes, my wife and I decided to seek financial help from Dr. Charles. Dr. Charles graciously gave us clear guidelines to achieve financial freedom. His ability to listen, coach, and cheer us on when we exceed our quarterly goal was refreshing.  Our session with Dr. Charles at times turned into borderline marriage counseling which speaks to a great length of his ability to listen and provide guidance to our financial mistakes and to provide a fundamental understanding of what it means to invest for the future and its benefits. My wife and I have learned a great deal from Dr. Charles these past six months and we will forever be grateful for his coaching but most importantly his friendship.

"The problem with shortcuts is that you arrive prematurely and unprepared."

Unkown

 
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