Paycheck to Portfolio White Glove Setup & Strategy Sessions

Paycheck to Portfolio: White Glove Setup & Strategy

I’ll personally guide you through the exact framework I use to invest every W-2 paycheck automatically, compound income through high-yield dividend funds, growth stocks, and structure my portfolio to live out of my brokerage account — without disrupting my lifestyle or cash flow.

We’ll cover:

• How to set up and optimize your brokerage account (E*TRADE recommended)
• Strategic use of margin to bridge income gaps without overleveraging
• Dividend reinvestment (DRIP) at NAV with funds like CLM, CRF, and GOF
• How I use covered call ETFs to generate passive monthly income
• Options implementation to increase cash flow
• My Quicken Simplifi tagging system to track cash flow, income, margin, and expenses
• A simple FIRE blueprint tailored to your income, debt, and long-term goals
• Lifetime access to the Paycheck to Portfolio Membership, including unlimited 30-minute strategy calls, and Discord access

You’ll walk away with a personalized, scalable roadmap for building passive income, minimizing tax exposure, and tracking your journey with clarity and confidence.

Disclaimer: This is not financial advice. I'm sharing my personal experience for educational purposes only. Always do your own research before investing.