What You Get in This Package

In one tier, you’ll get everything you need to go from zero to fully set up with the right accounts and structures. No confusion, no wasted time—just clear, step-by-step guidance.

Here’s exactly what’s included:

Personal Account Setups

• Walkthrough to open and fund a brokerage account (Charles Schwab, Fidelity, or your choice).

• Setup for Roth IRA or Traditional IRA so you can start investing for retirement the right way.

• Help setting up Coinbase and other crypto accounts safely and securely.

• Connection to high-yield savings accounts so your cash works harder for you.

Business Account Setups

• Step-by-step guidance for opening a business checking account.

• Help with setting up a business brokerage or investment account.

• Coaching on how to structure accounts for growth and protection.

Education & Coaching

• How to maintain your accounts month after month so you stay on track.

• Coaching on long-term vs. short-term investing basics (what belongs where).

• Clear guidance on avoiding common mistakes that slow down new investors.

One-on-One Coaching (3 Hours)

• Three hours of direct, personal coaching with me (can be split into sessions).

• We’ll go at your pace—whether you want hand-holding through forms or a high-level roadmap.

• By the end, you’ll be confident in managing your accounts on your own.

Important Note

This package is not financial or investment advice. Marathon Money does not provide financial, legal, or tax advice. This membership is strictly educational and coaching-based, designed to help you set up accounts and understand how to manage them.

“Marathon Money does not provide financial, investment, or legal advice. This membership is for educational and coaching purposes only. You are responsible for your own investment decisions.”