Tony Oz Consulting Services

Consulting Information for Individuals

If you are interested in Tony’s consulting services for individuals, please submit the consulting intake form below.

Effective January 1st, 2023 consulting fees for individuals are $750 for the first session (90 minutes) which includes reviewing your intake questionnaire, devising your consulting plan and goals.

The fee for follow up sessions for individuals (60-minutes) is $500. You can pay a-la-carte (one week prior to your session), or you can purchase a bundle of 6 follow up sessions for $2500 (16.7% savings).

Accepted Payment: Effective January 1st, 2023, Tony only accepts Zelle. It is easy, convenient, and available through 1700+ banks or through the Zelle app for Android and iOS.

Please note that Business consulting including product/software development are billed at higher prices and require a large retainer

Consulting Intake Form for Individuals

First Name*

Last Name*

Email*

Phone Number*

Time Zone*

What is your current level of experience with trading?*

What areas of trading are you most interested in learning or improving? (e.g. stocks, options, futures, technical analysis, fundamental analysis, risk management, etc.)*

What is your primary goal in seeking one-on-one consulting? (e.g. improve profitability, learn new strategies, overcome specific challenges, etc.)*

How much time can you commit to trading each week?*

What trading software or platforms are you currently using, if any?*

Do you have a specific market or asset class you are interested in trading?*

Have you traded in a live account before? If so, please provide a brief summary of your experience.*

What is your risk tolerance?*

Do you have any specific questions or concerns you would like to address during the consulting sessions?*

Are there any other details or information you would like to share that you think would be helpful for us to know?*

I Accept the DisclaimerThe risk of loss when trading stocks, options, futures, commodities, and/or currencies, can be substantial and may not be suitable for me. I must be prudent and consider all applicable risk factors including my overall financial situation before I place any trades. I am advised that when I am trading stocks, options, futures, commodities, and/or currencies I could potentially lose my entire investment. I could even lose more than my entire investment when I use leverage through margin and end up owing my broker additional money. I understand that Tony Oz is not a Financial Advisor, Securities Broker-Dealer or Registered Analyst with the U.S. Securities and Exchange Commission. By completing and signing this form, I agree that I am solely responsible for any losses, financial or otherwise, as a result of trading stocks, options, futures, commodities, and/or currencies before, during, and after consulting with Tony Oz.*

Signature*

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