A few years back, we handed our savings to a professional broker which led to A 26% loss—nearly $260,000 on a million-dollar portfolio—while paying him $2,500 every single month to lose money.
We realized no one would ever care about our wealth as much as we do. As newbie investors our journey from feeling helpless and uninformed to profitable traders and investors wasn’t overnight, but it was real.
We’ve been in the trenches for eight-plus years, and now we’re here to guide you on that same path.
This isn't a get-rich-quick scheme; it’s a toolkit for financial sovereignty.

Stop the noise and learn the landscape. We cover the forces that move the market (Bulls vs. Bears), the "Market Giants" in the Nasdaq and S&P 500, and how to identify the best stocks for options liquidity
Move from theory to action. You'll set up your trading account and master the mechanics of Buying vs. Selling options. We dive deep into income strategies like Credit Verticals —to generate income through time decay.
Master the psychology of profit. We set realistic revenue expectations and teach the "Trader Mindset" needed to stay calm under pressure. Finally, you'll learn Technical Analysis (Supply/Demand zones and Trend lines) to scale your revenue while keeping risk management paramount.
1. Access to the Wealth Lab App suite

Including our Premium App
WealthGrid.
Wealth Grid is your all-in-one command center for building a dividend-powered future. It brings all your investments together—brokerage accounts, retirement funds, and other assets—into one clean, organized dashboard.
Effortlessly track your dividend portfolio, forecast future earnings, and manage every account from a single, intuitive platform.
It's your trading jounal for all your options trades and day trading.
With Wealth Grid, you finally get the clarity and control, all in one platform.
2. Full Access to all Wealth Academy courses

Included are our signature programs.
Path to Financial Freedom:
Build the core habits of financial success and take confident control of your daily money decisions.
The Millionaire Method:
Step by step guides to create three income streams from your investments: dividends, long-term growth, and covered calls. It’s the wealth-building power of property ownership, reimagined for the stock market.
Affirmations That Actually Work: Go beyond mere wishful thinking and unlock the true power of affirmations to prime your brain, align your actions, and create the life you’ve always wanted.
3. Access to the Wealth Circle Community

In the Wealth Circle, we steer clear of shortcuts and "get-rich-quick" hype. Our focus is on the long-term principles of financial engineering.
Total value: $3897
Now Just $997
From zero knowledge to confident trader - Jono

Finally, a trading course that speaks my language!

I’ve always been intimidated by the stock market, but MindShift Theory made options trading feel accessible and—dare I say—fun. Michele and Ricardo don't just throw technical jargon at you; they focus on the mindset shift required to actually build wealth. I’m now generating a steady monthly income that has given me the 'time freedom' I’ve been dreaming of. This is so much more than a trading course; it’s a total lifestyle redesign. — Jason

Consistent income for my family
As a busy mom, I don't have hours to stare at charts all day. The strategies taught on the MindShift Theory page are designed for efficiency. I’ve been able to implement the options income techniques in just a few hours a week. My portfolio is finally working for me instead of just sitting there. Only giving 4 stars because the mindset work can be intense, but it’s definitely necessary for the results I'm seeing! — Jennifer


Empowering women to take control of their wealth
I love that MindShift Theory is specifically designed to help women claim their financial power. Michele’s story is so relatable, and her approach to teaching options trading is clear, calm, and supportive. I no longer feel like I’m 'guessing' with my investments. I have a repeatable system for generating income, and the community of like-minded women is an incredible bonus. — Sarah J

Breakthrough Your Financial Narrative
Yes. We aim to reach a comfort level within 25 days using paper trading (simulated money) first, so you can learn the mechanics without risk.
Most people are told to stick to bonds or ETFs and pay broker fees. We show you how to take control of that lump sum and grow it yourself without the "middleman" fees.
No. Trading is 80% psychology and 20% mechanics. We provide the tools to handle the math so you can focus on the strategy.
To give you the freedom to live and travel wherever you want because you can trade from anywhere. We only have one life—let's live it to the fullest.
1 year access to our suite of Web Applications (FinCalulators, Wealth Mindset, WealthCompass, PACE, and WealthGrid
Limited Time Offer: Access to MindShift Theory Knowledge Vault - The Knowledge Vault containes all our programs, so you will not just be given access to the Path to Financial Freedom, but our flagship programs like "The Millionaire Method" and "Investments for Weekly Income".
Community access: Each of our programs has a community aspect at the heart of it. You will gain access to our Wealth Circle community and all its free channel's
Drop-in office hours - you'll find this is the Events section of our community site. Drop in for a Q&A when you can.
Monthly expert-led - workshops on topics like managing business finances, real estate investing, or negotiating a raise
24/7 online community to share wins and get unstuck in an encouraging space
..
1 year access to our suite of Web Applications (FinCalulators, Wealth Mindset, WealthCompass, PACE, and WealthGrid
Limited Time Offer: Access to MindShift Theory Knowledge Vault - The Knowledge Vault containes all our programs, so you will not just be given access to the Path to Financial Freedom, but our flagship programs like "The Millionaire Method" and "Investments for Weekly Income".
Community access: Each of our programs has a community aspect at the heart of it. You will gain access to our Wealth Circle community and all its free channel's
Drop-in office hours - you'll find this is the Events section of our community site. Drop in for a Q&A when you can.
Monthly expert-led - workshops on topics like managing business finances, real estate investing, or negotiating a raise
24/7 online community to share wins and get unstuck in an encouraging space
Save $167 when you pay in full
Ready to turn your money stress into money confidence? Your journey toward financial clarity and lasting wealth starts with a single conversation.
Whether you have questions about our programs or are ready to take the first step toward reclaiming your freedom, we are here to support you.
Simply send us a message using the form below—we can’t wait to hear from you and help you start building a future that reflects your true values."
We can’t wait to hear from you!
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