Book 1-on-1 sessions with Philip Stanek, CFP®, CRPC®, and get the full Consultation Tools desk: AI trading growth plans, a live day-trading scanner, scored swing setups, a live ETF desk, playbooks and a risk desk.
Everything below is part of the $40/mo Consultation plan.
Private sessions with Philip Stanek, CFP®, CRPC®. Book on the calendar and get an email confirmation.
Booking, trading growth, day and swing trading, ETFs, platforms, playbooks, risk and certifications.
Top-gainers scanner, top 10 swing setups and 12 ETFs with live returns and risk metrics.
The full assessment with its 11-page AI PDF report, plus TSP Maxing tools access.
Book a 1-on-1 session on retirement and TSP planning, private trading growth, day or swing trading, ETFs, platforms, risk or a playbook review. Sessions are educational and focused on process, risk and written next steps you can carry out yourself.
Subscribe, open the desk and book a time that suits you.
Check out securely with Stripe. Your Consultation plan unlocks the expert desk and the Retirement Assessment.
Open Book expert, choose a day on the calendar, a 1–8 PM ET slot and your focus, then book. You get an email confirmation.
Work through your plan 1-on-1 and use the growth, day, swing, ETF and risk desks between sessions.
All screenshots come from the real product. Market data shown was live when captured and changes constantly.
Pick a date on the calendar, choose a time slot and your counselor, add your focus and details, then book. Your booking is saved and you get an email confirmation.
Click each bubble to enter your goals, risk %, journal plan and edge. Then generate an AI goal map, risk budget and skill stack built from your inputs.
The day trading desk shows a live scanner of the top % gainers that refreshes every 2 minutes while the page is open, next to pre-open and in-session rules.
A daily list of large-cap names near support, ranked by an algorithmic score for proximity to support, trend context and swing structure, recomputed from live daily bars.
Click any of the 12 ETFs to see its role, its TSP-fund parallel and live returns, or compare 2 to 5 side by side.
Educational guidance on markets and industries for different skill levels, with qualitative ratings of common platforms for tools, access and learning curve.
Open a playbook, review its rules, run the checklist and score your adherence before you size a trade.
Starter ranges and hard rules for risk per trade, daily and weekly loss, and open risk, plus the sizing formula with a worked example.
See the certification standards for trading and retirement experts, how experts are verified and what the consultation does and does not cover.
Project your TSP and investments, add your FERS or military pension and Social Security, and compare your income against cost-of-living data for every U.S. state and 130+ countries. Finish with a 1,000-path Monte Carlo and an 11-page AI-written PDF report.
Plan retirement around your TSP, pension and Social Security with a CFP® and CRPC®.
Build a written process for day or swing trading with sizing rules and loss limits.
Understand ETF roles, TSP-fund parallels and risk metrics before you add a position.
Afternoon and evening ET slots, including weekends.
Consultation is the only plan with expert sessions and the full tools desk.
Expert sessions, every tool and the assessment.
TSP Maxing tools membership.
TSP Maxing tools membership, billed yearly.
Included free with Consultation.
No. Consultation is educational. It isn't personalized investment, tax or legal advice and isn't official TSP guidance. Experts don't place trades or submit TSP IFTs for you, and transfers stay on tsp.gov.
In the Book expert tab, pick a date on the calendar, choose a time slot between 1 and 8 PM ET (weekends included) and your counselor, add your session focus and details, then book. Your booking is saved and you receive an email confirmation.
Philip Stanek, CFP®, CRPC®, Retirement & Trading Expert.
Yes. Consultation is a monthly Stripe subscription, and you can cancel anytime.
The day trading scanner pulls the top % gainers and refreshes every 2 minutes while the page is open. The swing list is recomputed from live daily bars over the past 6 months, and the ETF desk shows live returns, volatility, drawdown and Sharpe. Quotes may be delayed, and nothing on the desk is a trade recommendation.
Yes. The $49 Retirement Assessment, including its 11-page AI PDF report, is included free with the Consultation plan. Learn more.
1-on-1 sessions with Philip Stanek, CFP®, CRPC®, the full Consultation Tools desk and a free $49 Retirement Assessment.