Bring your current positions and goals. We’ll review what you already own and I’ll show—step by step—how a simple two-strategy framework (cash-secured puts and covered calls) could be applied to target steadier weekly premium. You’ll leave with a calm, repeatable routine.

What we’ll do: •Quick intake: account size band, time per week, retirement target, comfort with assignment •Review holdings (tickers, share counts, optional cost basis; no logins) •Educational walk-through of adjustments: where CCs may fit on owned shares, how CSPs could fit your watchlist/cash, plus sizing, DTE, profit-taking

Perfect for: Investors aiming for retirement income (≈$100k+), or anyone wanting a structured, risk-first approach using shares they already hold.

How it works: 1.Book a Zoom slot (15–20 min, screenshare). 2.Complete a short form before the call. 3.We map your holdings to the two-strategy routine and outline next steps. •You’ll receive a 1-page checklist after the call.

What to prepare: Tickers + share counts (cost basis if handy), cash available for CSPs, weekly time you can commit, comfort with assignment.

Important: This session is education only—not personalized investment, tax, or legal advice. I teach frameworks and examples; you make your own trading decisions. Options involve risk and may result in loss.