The tools, the data, and Stef. — every month.

Permission Circle's 100 Charter spots sold out in less than 24 hours!

Join the next 100 members at $79/month now!

For the last year, the message I hear most from you is: "I love the videos, but I need the actual spreadsheets and a place to ask my questions."

That's what Permission Circle is.

It's a members-only community for income investors who are ready to DIY — with the tools, the data, and live monthly Q&A to make sure you're using them well.

Permission Members get:

The highest-value videos + companion spreadsheets from the channel (including my portfolio reviews)
Income 360 updated MONTHLY — 200+ funds refreshed inside the membership
Quarterly Fund Universe Review — what's new, closed, or changed in the income ETF world
Monthly office hours with me — submit your questions in advance (recorded so you don't miss)
The members-only community to learn alongside other income investors

Next 100 Member Pricing:

$79/month or $790/year — locked in for life
Regular pricing goes to $99/month when we reach 200 members

from the permission clients

Amazing work: I have looked for this type of analysis and plan for 25 years, and here it is! Clear, Concise, sensible, low cost alternatives, actionable plan , a ladder (!!). Looking forward to putting it into practice. Many thanks

D. Devuyst

Business Owner

Nearing Retirement

I have been paying financial management fees for years and in one short session, Stefanie asked the exact questions I have had but didn't know how to bring it to my advisor's attention nor were they extending themselves to understand...

R. Meleo

Retired

Stefanie is personable, smart and genuinely cares. She helped me focus in on, sizing %, return for income and return for growth, with quality ETF's in a very understandable and practical way. I would highly recommend her.

B. Dimetrio

Retired

Not investment advice. Not a signal service. Just the tools and teaching to help you build income with confidence.