Secure Your Financial Future with Discipline and Strategy

Harness the power of compounding interest and long-term investing to build lasting wealth. The Disciplined Investor & Retirement Planner Toolkit empowers you to take control of your financial journey.

Many investors underperform the market due to emotional decisions, lack of strategy, and failure to leverage the power of compounding. Without a disciplined approach, achieving long-term financial goals becomes challenging.

The Disciplined Investor & Retirement Planner Toolkit is designed to cut through the noise. It provides a structured, easy-to-use system that helps you analyze your investments, understand your financial goals, and refine your strategies.

  • Dashboard

  • Allocations Summary

  • Retirement Planner

  • Portfolio EFT Tracker

1 of 4

  • Simplified investment tracking
  • Performance analytics
  • Goal setting and review
  • Retirement planning tools

Want to Make Sure You are on Track for Retirement?

Get a free copy of the retirement planner and find out just how far or close you are to your goals.

I KNOW YOU’RE SERIOUS.

Go to the checkout page and take advantage of a special price for you. 🤝

FAQs

Disciplined Investor & Retirement Planner Toolkit

Why would I pay for this when there are free investing tools online?

Most free tools are scattered, generic, or try to upsell you into a service. The Disciplined Investor Toolkit is a complete, self-guided system built for clarity — all in one place. I don't push you into a subscription. It’s yours, forever.

I’m not a financial expert. Will I even understand how to use this?

Yes. It’s designed specifically for regular people who want control without complexity. Everything is step-by-step. No financial jargon, no confusing formulas — just clean layouts and prompts that make planning easy.

How will this actually help me retire faster or wealthier?

Because most people don’t have a real plan — they’re guessing. This toolkit gives you a way to see your future clearly: how much you need, how far you are, and what to adjust. When you track, plan, and automate your investments, you grow faster.

What if I don’t invest that much yet — will this still help?

Yes. This toolkit helps you build the habits and vision early — so when your investments grow, you’re ready. Waiting to get organized is what slows people down.

THE TOP 1%

You’re already investing. Every day you wait is a day you miss tracking your progress, catching mistakes early, or optimizing your allocations.

You don’t need to change your strategy.
You just need a system that reflects the one you already believe in.

You’ve made it this far. What would happen if your investing system actually reflected your discipline — and reinforced it?

If this makes sense, go ahead and get the Planner. If it's useless to you, return it. 28 days to try it out and if it doesn't work for you. No harm.

Skip to product information
1 of 8

Trading With Lu

Disciplined Portfolio and Investment Planner

Disciplined Portfolio and Investment Planner

Regular price $14.00 USD
Regular price Sale price $14.00 USD
Sale Sold out

Customer Reviews

Based on 1 review
100%
(1)
0%
(0)
0%
(0)
0%
(0)
0%
(0)
M
Matthew

Lu has a great understanding of the market. The Disciplined trader toolkit has been a great way to organize data to build a plan and consistency.

View full details