Phase 2 — The Foundations
$1,500 | 100% credited toward the Masterclass
Build your financial Safety Net while learning to read the market for the first time — in the right order
Phase 2 — The Foundations includes:
- Passive Portfolio Building: How to select, buy, and hold index funds and ETFs — including VOO, QQQM, and sector-specific long-term positions
- Market Mechanics: Price action, support and resistance, and volume — the foundation of every trade you will ever make
- Chart Reading Fundamentals: Candlestick patterns, timeframes, and trend identification on real market charts
- The Safety Net Framework: How to size your long-term positions relative to your income and risk tolerance
- Your Investment Policy Statement: A written document defining your portfolio rules — what you buy, when you add, when you never sell
- Portfolio Tracking Setup: Dashboard and tracking spreadsheet configuration
- Duration: 8-week curriculum with live Q&A at end of Week 4 and Week 8
By the end of Phase 2, you will have:
- A growing long-term portfolio building your retirement Safety Net
- The chart-reading foundation required for Phase 3
- A written Investment Policy Statement you will follow for life
- Proof that you can manage low-risk capital — the gate requirement for Phase 3
Phase 2 is for you if:
- You have completed Phase 1 and your Command Center is set up
- You do not yet have a long-term investment portfolio
- You want to learn to read charts before risking a dollar on active trading
Prerequisite: Phase 1 completed and Trading Capital funded (minimum $500 to begin index fund purchases)
Investment: $1,500 — 100% credited toward the Masterclass for qualifying students. Every dollar compounds.
Ready to Build Your Financial Foundation?
Tell us where you are on your journey. After submitting, book your free 15-minute Discovery Call — we will confirm Phase 2 is your right next step and help you prepare for enrollment.