top of page

BONUS - Investor Tune-Up Coaching Program


Marc Halpern of Part Time Investors LLC will contact you soon.

In the meantime, you should prepare for your first coaching session that will include a review of your starting point and goals for prosperity and happiness.


You will establish your starting point for prosperity by compiling and analyzing your routine household expenses, your special household expenses, your active household income, your passive household income, your net worth (assets and liabilities) and the liquid portion of your net worth. These data will serve as the basis for setting your goals for prosperity since you need to know where you are today in order to figure out the most efficient path to where you want to be later.

You can start by collecting your bank statements, loan statements, credit card statements, investment statements and other documents showing income. expenses, assets and liabilities. We will show you step-by-step how to compile your data in a way that will make sense for setting specific, measurable and achievable goals for prosperity. One key part of the analysis will be to differentiate between your routine expenses and special expenses.

You will establish your starting point for happiness by answering questions about how you invest your time, spend time and waste time. A worksheet with instructions will be provided. The answers will serve as a basis for setting your goals for happiness, that (believe it or  not) are measurable!

We are looking forward to working with you!

bottom of page