Live trade desk
One-on-one · Zoom · 60 minutes
Leave with a written plan you can follow.
We go through how you invest and trade today, then build your own written process: which clock each dollar is on, how to size, when to exit, and how to use the desk's tickets without chasing them.
Tap the button, send the pre-filled message, and pick a time. You get a Zoom link and a short intake form before the call.
What we cover
- Your current setup: accounts, brokers, what is working and what is not
- Splitting money by clock: long-term core, trading account, cash reserve
- Position sizing and a daily loss limit that fits your account
- Index funds and ETFs: reading costs, overlap and what each one holds
- Your dip-buying and exit rules, written down
- TradingView and broker setup, alerts, and reading an options ticket
Sessions are education and process coaching. We do not tell you which securities to buy or sell for your account, and we do not manage money. You make every decision.
How it works
Three steps.
Message
Book on WhatsApp with the button above. Say what you want to cover in one line.
Prepare
A short intake form arrives with the Zoom link. Fill it in so the hour goes to your plan, not to questions.
Leave with it written
You get the plan as a one-page document after the call. Members get 15 minutes of follow-up questions by WhatsApp in the next week.