Why Join The Financials?
The Financials is a comprehensive platform created by a former Senior Financial Consultant at Wells Fargo and Bank of America, built to bridge the gap between traditional finance and modern-day investing.
This isn’t Wall Street — this is your street.
It’s designed for those who know trading time for money isn’t the move — and who want the blueprint to think, act, and earn like a Financier.
What You’ll Get for $59/Month
Real Education. Real Results. No Fluff.
Join a growing community of investors, side-hustlers, and professionals taking full control of their financial future with tools, strategy, and accountability.
📈 Live Trading Sessions - Watch, learn, and trade alongside a professional during live market hours.
🧠 Step-by-Step Learning Modules - 10 modules and 30+ lessons breaking down the market in plain English.
💬 Private Chatrooms & Network Access - Collaborate, share setups, and stay connected with other members.
📊 Daily Market Commentary - Actionable updates and breakdowns on what’s moving — and why.
🧾 Exclusive Downloads - Risk calculators, trade journals, checklists, and one-page trade plans.
🎯 Lifetime Skills - Develop discipline, risk awareness, and confidence to trade independently.
Inside the Course
A self-guided, beginner-friendly program that transforms anxious job seekers and new traders into confident, risk-aware operators with a repeatable process.
Each lesson includes:
Plain-English introduction
Worked example
Checklist
Practice drill
Quick quiz
Reflection prompt
By the End of the Program
You’ll be able to:
Protect capital through smart risk management.
Identify high-quality setups using a simple scan.
Execute structured trade plans.
Journal your progress and learn from mistakes.
Align your strategy with your goals and temperament.
Avoid costly emotional mistakes.
Who This Membership Is For
Career Disrupted - You’ve faced layoffs or AI uncertainty — you want income resilience.
Curious Beginner - You own a brokerage account but lack a structured plan and confidence.
Side-Hustle Builder - You work full-time but want a repeatable framework to safely grow capital.
Course Modules
Module 1: The Power & Joy of Investing
Learn how investing builds wealth, freedom, and identity.
Includes: Define Your Why Worksheet + Generational Wealth Calculator
Module 2: Orientation & Safety Net
Understand brokers, risk caps, and build a solid financial foundation.
Includes: Risk-Cap Calculator + Broker Setup Checklist
Module 3: The Trader’s Operating System
Your 30-minute daily routine to prepare, plan, and execute with structure.
Includes: Daily Prep Template + Trade Plan
Module 4: Idea Generation
Spot opportunities with a simple top-down market scan.
Includes: Headline Trade Plan Exercise
Module 5: Risk, Sizing, & Expectancy
Master risk math and protect your capital.
Includes: R-Multiple Tracker
Modules 6–10:
Playbooks, Psychology, Case Studies, Practice-to-Profit & Mechanics.
Each ends with practical drills and downloads.
What Makes The Financials Different
No hype. No jargon. Just results.
You’ll learn the same professional frameworks used by top traders like:
Warren Buffett — Quality Investing
Izzy Englander — Statistical Edges
Ken Griffin — Market Structure
Steven Cohen — Risk Discipline
David Tepper — Macro Awareness