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7-Step Learning Process
How to Invest with Confidence Using Options
Step 1
Learn how to use Options to enter positions.
Step 2
Practice buying stocks using Options.
Step 3
Learn how to use Options to exit positions.
Step 4
Practice how to sell stocks using Options.
Step 5
Learn a process to choose individual stocks to determine if an investor has the temperament to perform fundamental analysis or if better off investing in Exchange-Traded Funds (ETFs).
Step 6
Learn a process to value stocks (if choosing individual stocks).
Step 7
Learn a process to read charts and trends to help determine Option strategies.

Investing is personal. The length of time to feel comfortable and confident with the process depends on individual knowledge and experience. For this reason, it is highly recommended to schedule coaching sessions as needed. Some Clients may require all seven (7) steps above, whereas an experienced Client may only require the first four (4) steps. Some may also require multiple sessions for each step.
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