TAG Pre-Session Video Agenda +Intake Form

This form helps us maximize the value of your TAG session.

⚠️️ I am not a Financial Advisor.

This session is Educational and not personal financial advice.

What do you get in this session?

✅ A clear understanding of where you are in your investing journey

✅ A personalized breakdown of Offensive, Defensive, ETF & Crypto strategies

✅ Simple tools to protect your money: Stop Loss & Profit-Taking

✅ Learn how to read candlesticks and spot better trade setups

✅ Straight talk on Day Trading vs. Swing Trading (which one fits YOU)

✅ Guidance on building long-term wealth through IRA, Roth, and retirement accounts

🔥 Plus: The last 15–20 minutes is YOUR time — bring questions, and let’s break them down together.