%20-%20WO%20BG.png)
_e.png)
Tired of the high fees, stock market anxiety, and information overload?
.jpg)
My process is for the everyday investor who wants a simple, repeatable, and time-saving process that brings peace of mind and better results.
It is designed to give you a strategic edge, reducing risk and turning the odds in your favor with simplified option strategies. I’ll give you the roadmap and the skills I wish I'd had from day one.
Although this process can be learned and applied by most, it is not for everyone.
Will this work for you? The first step is a conversation.
Feeling Uncertain?
You're Not Alone.
Many people hesitate or get discouraged when it comes to managing their own investments, but it doesn’t have to be this way.
See if your journey sounds like this:
-
You know options have incredible potential, but the fear of costly mistakes and the sheer complexity of it all has kept you on the sidelines.
-
You've tried watching free videos or buying generic courses, only to be left with more questions than answers and no clear path to actually placing a trade.
-
You realize you need more than just information—you're looking for a real mentor who can provide personalized feedback and give you the hands-on guidance to finally trade with confidence.
If you nodded along to any of these points, I want you to know there's a more direct path to achieving your goals.
From Uncertainty to Control:
What's Your Investor Level?
Every investor is on a journey. I've designed a clear path to guide you from one stage to the next with confidence.
Where are you right now?
Level 0: The Saver
Losing purchasing power in a savings account?
Level 1: The Traditional Delegator
Frustrated with high bank fees and a lack of control?
Level 2: The Modern Delegator
Using a robo-advisor but lacking true control over your investments?
Level 3: The DIY Learner
Trying to invest yourself but feeling overwhelmed and afraid of costly mistakes?
Level 4: The Process-Driven Investor
You have a basic plan but want to ensure your capital is truly protected?
Level 5: The Optimizer
Ready to move from simply managing to truly optimizing your portfolio?
My mission is to give you the exact tools you need for your current stage.
For Levels 0-2 (The Saver & Delegators):
Your first step is to book a Free Fit Call.
We'll discuss your goals and determine if "The Smart Investing Blueprint" is the right next step to build your confidence and take control.
For Levels 3+ (The DIY Learner, Process-Driven Investor & Optimizer):
You have two paths forward:
-
If you're ready to replace guesswork with a repeatable process, you can book "The Smart Investing Blueprint" directly.
-
If you have questions or want to discuss the Options Mastery Accelerator, your best next step is to schedule a Free Fit Call.
Your Path from Confusion to Confidence
Step 1
Book Your Free Call
This is a no-pressure discovery call where we discuss your goals and see if my coaching approach is the right fit for you.
Step 2
Learn the Frameworks
Through personalized 1-on-1 coaching, you'll learn the core option strategies for long-term investing in a way that is clear and easy to understand.
Step 3
Invest With Your Plan
The goal is to empower you to apply your new skills independently, with a clear process for every decision you make.
My Guiding Principles
Empowerment over Dependency
My goal is to teach you the skills you need for life, so you are no longer dependent on anyone else for your financial future.
Process over Prediction
The foundation of smart investing is a durable process, not guesswork. For beginners, this means building a solid plan that works in any market condition. For optimizers, it means using probability-based analysis to identify high-value opportunities and manage risk with precision.
Clarity over Complexity
I specialize in taking intimidating financial topics and breaking them down into simple, actionable steps.
What Past Clients Say
While I gather feedback from my current OPTI Strategies clients, I wanted to share what some past clients from my previous work as a Business Coach have said about my coaching style and process. The subject matter has changed, but my commitment to providing clear, supportive, and effective guidance has not.
Bruce M. Firestone
"He is a creative thinker with great analytical skills, which is a rare combination."
Jasmine Brown
"Nic has helped me carve out time to think about where I want to be in the future, what our current roadblocks are, and then how we could get from here to there. The thing I like most about coaching is the space it creates to think these bigger picture thoughts."
Jim Birtch
"There were several 'aha' moments for me during our meeting. Nic was able to zero in on key items... and guide my thinking towards approaches and actions I might use. I had the feeling of real progress, at the same time enjoying the process."
