This free 30-minute Wealth Strategy Session will show you exactly what’s costing you money — and what to do about it.
A senior investor with 15+ years in the markets will personally review your portfolio, expose the hidden drag quietly eating your returns, and hand you a clear 12-month plan tailored to your goals — your age, your risk tolerance, your retirement number.
No cost. No card. No obligation. You leave the session with valuable insight to act on immediately
Takes 30 seconds. Spots are limited each week.
If you’re being honest with yourself, you already know something’s off.
You’ve got somewhere between $5,000 and $100,000 sitting in an account doing… something. A 401(k). An ISA. A brokerage account. Maybe a few stocks you bought because someone you trusted said to.
It’s “fine.” It’s “growing.” But deep down, you know:
- The market goes up. Your account barely moves.
- Every finance guru on the internet contradicts the last one.
- Your “advisor” — if you have one — gives you the same three index funds they give everyone else.
- Inflation eats your savings faster than your portfolio grows.
- Retirement keeps drifting further out of reach, even though you’re doing everything you’re “supposed” to do.
You don’t need more YouTube videos. You don’t need another newsletter. You don’t need a 14-part course.
You need someone to look at your money — not a hypothetical portfolio — and tell you the truth.
Here’s exactly what you get on the call.
- 01
A complete X-ray of where your money lives right now
Accounts, allocations, exposure, hidden fees, tax inefficiencies. Most people we talk to have never had anyone actually look at the whole picture.
- 02
Your “blind spot” report
The specific drag points quietly costing you money every year. On average, we find clients are bleeding $1,000–$5,000 annually they didn’t know about — sometimes much more.
- 03
A reality check on your retirement number
Where you stand today vs. where you need to be to retire the way you actually want to. Not a generic calculator — a real conversation about real numbers.
- 04
A custom 12-month action plan
What to do, in what order, starting today. Tailored to your age, income, risk tolerance, and goals.
- 05
Straight answers about the opportunities most advisors won’t discuss
The unconventional corners of the market where serious investors actually compound wealth — and whether any of them are a fit for someone in your position.
This is 30 minutes with someone who has been doing this for almost two decades, looking at your situation and telling you what he’d do in your shoes.
Meet Todd Vandehey.
Todd’s an investor — one who’s spent almost two decades hunting opportunities in the parts of the market most advisors won’t go near, and teaching everyday people how to think about their money differently.
He’s offering a limited number of sessions each month for one reason: most retail investors are leaving real money on the table, and the difference between a good decade and a wasted one usually comes down to a few key choices made early.
“If I can help you make those choices, great. If not, you still walk away with a plan you can actually use.”
Three steps. About a week from now, you’re on the call.
- 01
Book your slot
Pick a time that works. 30 seconds.
- 02
Fill out a short intake form
Five minutes. Tells us your current accounts, rough numbers, and goals so we don’t waste your 30 minutes on basic questions.
- 03
Show up to the call
30 minutes on video. Real conversation. You leave with your strategy, your blind-spot report, and your 12-month plan.
Takes 30 seconds. Spots are limited each week.
Straight answers to the honest questions.
Is this really free?
Yes. No credit card. No catch. If we think we can help you further at the end of the call, we’ll tell you. If not, we’ll tell you that too. Either way, the strategy and the plan are yours to keep.I only have a few thousand dollars to invest. Is this for me?
If you have $5,000 or more and you’re serious about building real wealth, yes. The earlier we catch the leaks, the bigger the difference over 20 years.I already have a financial advisor.
Most people we work with do. We’re not here to replace them. We’re here to show you what they’re not telling you — and let you decide what to do with that information.What if I’m not in the US?
We work with investors in the US, UK, Canada, and Australia. The principles apply everywhere; the specific tax and account vehicles vary, and we’ll account for yours.What if you try to sell me something on the call?
If we genuinely think we can help, we’ll mention how. You can say no and the call still ends with a plan you can use on your own. We don’t do high-pressure pitches. It’s bad for you, and it’s bad for us.How soon can I get on the call?
Usually within 5–7 days. We cap the number of sessions each month to keep the quality high. If slots are full when you book, you’ll go on the next week’s list.Do I need to prepare anything?
Just the intake form. Knowing your rough account balances, income and your goals is enough. We’ll handle the rest.
You can keep guessing. Or you can spend 30 minutes finding out exactly where you stand.
Most people who book this call tell us afterward they wish they’d done it five years earlier.
The session is free. The plan is yours to keep. The only thing it costs is the 30 minutes you’d have spent watching another YouTube video about money.
Limited spots available each week. Booking takes 30 seconds.