Welcome to Clever Investor Mentoring...  As a mentoring student, you have privileged access to certain information, resources, and tools that we will use to support you within the mentoring process.  This “private mentoring area” will give you access to various forms and documents that we will be utilizing during our mentoring sessions. These resources will help ensure that you get the most from your mentoring experience.  To get started, please log in by clicking on the "Login" link.


In this secured, confidential site, you will be able to:

  • Access the calendar to view upcoming Group Mentoring Webinar times
  • Record and check progress on your goals
  • Prepare for each mentoring session
  • Evaluate your mentoring experience
  • Access Resources (books, programs, other services, etc)


    You will receive an email from me with your username and password. Proceed to the NEXT VISIT FOLLOWING ACTIVATION area below and follow the instructions in the email.




1. Click "Login" to enter your username and password.

2. Click on "My Surveys" in the Menu to access and complete the "Profile", and "Goals" and "Discovery" surveys.



NOTE:  be sure to click on the “Save” buttons when you enter or update any information on the forms so the system captures your data.

LEGAL DISCLAIMER: All documents, contracts and investing guides on this site are for educational purposes only and do not constitute legal, tax or accounting advice. We recommend you consult with a local attorney and accountant to receive professional advice specific to your circumstances.