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NO JUDGEMENT ZONE!

Welcome, I am Dr. Charles Boadu, and I understand taking control of your money and investing seems daunting. As a physician and trusted Financial Coach, I am here to help you discard your myths about money so you can develop an investor's mindset.

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

 
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TESTIMONIALS

What Clients Are Saying

Since starting my business in 2020, I have helped my clients plan and execute on their financial goals. Read on to learn what they have to say about their experience with my coaching services.

 

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.

ACHIEVE YOUR FINANCIAL GOALS

I offer a variety of coaching packages based on your familiarity with investing, to help you achieve your financial goals. 

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1 MONTH WEALTH COACHING SESSION

  • Perfect starter for individuals with some experience in investing.

  • I will help you over 4 weekly sessions to fine-tune your budget, set up the necessary investment accounts, guide you in selecting quality investments and 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 8 weekly sessions 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. 

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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 12 weekly session package ideally lasting over 3 months.


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.

**Includes access to $100K challenge

**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 MONTH COACHING PACKAGE

This is a longer-term coaching package where I take my time to teach and guide in 16 total sessions.

  • 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.

At the end of this period, you will be proficient in handling your own money. This is excellent for a beginner in investing. 

**Includes access to $100K challenge

**You will have access to me via phone, text, and zoom.

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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 meets monthly and began on January 25th, 2022. 

  • 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. 

  • Join today to learn how to build a cash-flowing portfolio. 

  • **There are risks in every investment.

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12 MONTH MENTORSHIP PROGRAM

This is an extended coaching session for clients who want to work with me over a 12-month period.

We will meet twice each month and discuss how to help you win with your money. 

You will have access to me via 1-on-1 coaching in person or via zoom for an in-depth coaching experience. 

*Includes access to the $100K challenge and any other challenges throughout the year. 

 

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

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