THE STEWARDSHIP INCOME METHOD™

Your Portfolio Is Built.

Now Learn The Complete Process.

A step-by-step system for using covered calls and cash-secured puts, built on a real process, plus 12 months of live monthly access to Nate to keep learning after the course ends.

Go beyond the basics with Nate’s complete framework for evaluating opportunities, structuring trades, and managing positions, plus 12 months of live monthly education covering current markets, strategy, and Q&A.

One-time payment of $997 · Unlimited course access · 12 months of live monthly education

YOU KNOW THE STRATEGY. NOW YOU NEED THE SYSTEM.

You Don’t Need Another Stock Pick.

You Need a Process.

Understanding what a covered call or cash-secured put is is one thing.

(Thank you Income Shift mini-course!)

But, knowing when to consider a trade, how to structure it, what to look for, and how to manage it once it’s open is where the real learning begins.

That’s why Nate created the Stewardship Income Method™. To turn the strategy into a process you can actually follow.

SIM gives you a repeatable framework for approaching options income with more intention. So instead of wondering what to do next, you have a process to follow each time you sit down with your portfolio.

Less guessing. More process.

A skill you can keep building for years.

The Stewardship Income Method™

SIM is Nate’s complete framework for approaching options income with a repeatable process.

Instead of simply learning what covered calls and cash-secured puts are, you’ll learn how Nate thinks through the entire process...from identifying an opportunity and structuring a trade to managing the position after it’s open.

You’ll learn how to evaluate the variables that matter, understand the decisions in front of you, and build a process you can return to again and again.

This isn’t about chasing trades. It’s about learning a method.

One you can continue using and refining for years.

INSIDE THE PROGRAM

Everything You Need to Learn the Method

Nine focused lessons take you from understanding the core strategies to learning how Nate evaluates opportunities, structures trades, and manages positions using the Stewardship Income Method™.

01

Covered Calls

Learn how covered calls can be used on stocks and ETFs you already own.

02

Cash-Secured Puts

Learn how cash-secured puts can be used while waiting for a price you’re comfortable owning at.

03

Strike & Expiration Selection

Learn how Nate evaluates strike prices, expiration dates, and the 30–45 day window.

04

The Greeks

Understand the key numbers behind an options contract, and what they can tell you.

05

Managing at 50%

Learn the management framework at the heart of the Stewardship Income Method™.

06

Rolling Options

Learn what rolling is, why it may be considered, and how Nate evaluates the decision.

07

When Not to Roll

Learn when allowing a trade to close may make more sense than adjusting it.

08

The Wheel Strategy

See how covered calls and cash-secured puts can work together as part of a repeatable process.

09

Timing Your Trades

Build a practical weekly rhythm for evaluating opportunities and managing open positions.

From your first evaluation to managing an open position - you’ll have a process to come back to.

THE COURSE IS JUST THE BEGINNING

Learn the Method.

Then Keep Learning With Nate.

Your SIM enrollment includes 12 months of live monthly group sessions with Nate.

Each month, Nate will walk through what he’s seeing in the market, discuss how current conditions relate to the strategies taught inside SIM, and answer questions live.

Bring your questions, join the conversation, or simply listen and learn.

Nate Anderson, CFP®

15+ Years in Finance · Helped Manage $300M+ in Client Assets

MARKET UPDATES

Hear Nate’s perspective on what’s happening in the market and what he’s paying attention to.

STRATEGY DISCUSSION

Watch Nate execute the process inside ThinkorSwim, real trades, real numbers, paired with each lesson so you see both the thinking and the exact clicks.

LIVE Q&A

Bring your questions and hear Nate walk through the concepts, decisions, and scenarios you want to better understand.

12 live sessions. One full year to keep learning.

Can’t make it live? Session replays will be available inside SIM.

IS SIM RIGHT FOR YOU?

SIM Was Built for Investors Ready to Go Deeper.

SIM MAY BE A FIT IF...

You already have a portfolio and want to learn how options income strategies may fit into it.

You understand basic investing concepts and are ready to go beyond the fundamentals.

You want a repeatable process rather than constantly searching for the next trade idea.

You’re willing to learn the mechanics and take an active role in managing your positions.

You value having a full year to continue learning, asking questions, and seeing the concepts discussed as markets change.

SIM MAY NOT BE THE RIGHT FIT IF...

You're looking for stock picks or trade alerts.

You want someone to tell you exactly what to buy or sell.

You're looking for a get-rich-quick strategy.

You're brand new to investing and don't yet understand what's inside your portfolio.

Brand new to investing? Start with Your Portfolio, Explained. →

MEET YOUR INSTRUCTOR

15+ Years in Finance. One Method Built From Experience.

Nate Anderson, CFP®, has spent more than 15 years in the financial industry, helping manage and protect more than $300 million in client assets.

But the Stewardship Income Method™ wasn't created to teach complicated Wall Street theory.

It was built to make the options-income process understandable and repeatable for everyday investors who want to become more involved with the portfolios they’ve already worked hard to build.

Inside SIM, Nate walks you through the framework he uses to evaluate opportunities, structure trades, manage positions, and think through changing market conditions—then continues the education with you through 12 months of live sessions.

The goal isn't to tell you what to trade. It's to teach you how to think through the process.

EVERYTHING INCLUDED

The Complete Stewardship Income Method™

This isn’t just a course you watch and forget. SIM gives you the education, tools, and continued learning to understand the strategy and keep building the skill over time.

01 - The Complete SIM Course

The full step-by-step framework Nate uses to evaluate opportunities, structure trades, manage positions, and navigate different market conditions.

02 - Trade Walkthroughs & Examples

See the process applied through real-world examples so you can understand not just what to do, but the thinking behind it.

03 - Tools, Checklists & Resources

Practical resources designed to help you evaluate opportunities, stay organized, and follow a repeatable process.

04 - 12 Months of Live Education

Continue learning with Nate through 12 months of live sessions covering current market conditions, strategy concepts, real-world scenarios, and Q&A.

The course gives you the framework. The next 12 months help you learn how to apply it as the market changes.

READY TO LEARN THE METHOD?

Build a Process You Can Keep Using.

You’ve learned what’s inside SIM, how the method works, and what your first year of continued education includes. Now it’s time to put the framework together.

THE STEWARDSHIP INCOME METHOD™

Included:

✓ Complete 9-lesson SIM course
✓ Trade walkthroughs & real-world examples
✓ Tools, checklists & resources
✓ 12 live monthly educational sessions with Nate
✓ Session replays
✓ Unlimited access to the SIM course

$997

One-time Payment

Unlimited course access · 12 months of live monthly education

QUESTIONS BEFORE YOU JOIN?

Frequently Asked Questions

Everything you need to know before joining SIM.

Question 1: What is the Stewardship Income Method™?

The Stewardship Income Method™ is our comprehensive options-income education program. Nate teaches the framework he uses to evaluate opportunities, structure trades, manage positions, and adjust as market conditions change.

Question 2: How is SIM different from The Income Shift?

The Income Shift is an introduction to covered calls and cash-secured puts. SIM goes much deeper—into the complete process Nate uses, including trade selection, management, decision-making, and ongoing education through 12 months of live sessions.

Question 3: Do I need options trading experience?

You don’t need to be an experienced options trader. SIM is designed to teach the process step-by-step, but having a basic understanding of investing will help you get the most from the program.

Question 4: What do I need in order to use these strategies?

Covered calls generally require owning at least 100 shares of the underlying stock or ETF per contract, while cash-secured puts require enough cash to potentially purchase 100 shares at the strike price. Your brokerage account will also need the appropriate options-trading approval.

Question 5: What are the 12 months of live education?

Your enrollment includes 12 months of live educational sessions with Nate. These sessions are designed to continue the learning beyond the course by discussing current market conditions, trade examples, strategy concepts, and the decision-making process behind them.

Question 6: Do the lessons include real trade examples?

Yes. Alongside the 9 core lessons, SIM includes 11 platform tutorials, Nate walking through real trades inside ThinkorSwim, including actual positions like a real NVDA roll and a real NFLX assignment. Each tutorial is paired with the lesson it applies to, so you see the concept and then watch it executed.

Question 7: How much time does this take?

SIM is built around a repeatable process rather than constantly watching the market. The amount of time required will vary based on your portfolio, the number of positions you manage, and market conditions.

Question 8: Is SIM financial or investment advice?

No. The Stewardship Income Method™ is an educational program and does not provide individualized investment, tax, or legal advice. Options involve risk and are not appropriate for every investor.

Question 9: How long will I have access to SIM?

You’ll have unlimited access to the complete Stewardship Income Method™ course and all included course materials, so you can revisit the lessons and resources anytime. Your enrollment also includes 12 months of live educational sessions with Nate to continue building on what you learn in the course.

Disclaimer: Options Income Advisor provides educational content only and does not provide financial, investment, tax, or legal advice. Options trading involves risk and is not suitable for all investors. Examples and potential income figures are for illustrative purposes only. Past performance does not guarantee future results, and no specific results or income are guaranteed.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

For educational and illustrative purposes only. Results are not guaranteed.