The Coaching Process

Your coach is there for you, every step of the way.

STEP 1:

Free Initial Consultation

 

We will get on a video call to get to know each other a bit. I will ask about your current work situation, your available funds, and your goals with real estate investing.

You’ll ask me anything you want to know – about my background, my current portfolio, the coaching process, what I’m watching on Netflix…you know, anything.

 

STEP 2:

Coaching Agreement

 

If you decide that coaching is the way to go for you, we will sign a Coaching Agreement. This puts our relationship in writing, and codifies what is and isn’t expected of both parties.

After the agreement is signed, I’ll invite you to schedule our kickoff call so you can get started on the road to your rental portfolio!

 

STEP 3:

Coaching Period

(First 3 Properties)

 

As your coach, I provide the following ongoing support to you as you purchase your first three properties:

  • Unlimited phone support and/or education

  • Unlimited support via email and text

  • Access to my library of documents and other training resources

I will be there every step of the way, to help you determine what market to invest in, what properties to select, how to secure financing, how to select a property manager, what to look for in your closing documents, how to handle accounting & bookkeeping, and how to track your properties’ performance over time after you close.

 

STEP 4:

Post-Coaching Period

 

After you purchase your 3rd property, you officially “graduate” from my coaching — but ongoing support (such as managing your property manager, tenant turns, etc.) is included. And I’m still here as a colleague and resource if you need someone to bounce an idea off, or for anything else.

And of course I always want to know how you’re doing, and how your properties are performing!