Coaching and Mentoring

and use the same skills and approach but coaching is short term task-based and mentoring is the development of a longer term relationship.

“A coach has some great questions for your answers, a mentor has some great answers for your questions.”

Our session-based program is pure coaching, our full program coaching will over time develop into a mentor- relationship.

The coaching-mentorship program consists of 26 sessions, and each specifically focuses on you. Everyone has different goals and vision. You may be interested in trading for a living, or self-directing your investments for retirement.

We start by developing your vision, discover your needs and create and implement a step-by-step plan to achieve your goals.

Our process consists of three phases…

Trader Assessment

Conduct a comprehensive initial assessment so that we both discover and gain a deep understanding of:

  • Who you are, your preferred life style
  • What and how you like to trade
  • Your values and perspectives, and how it impacts your trading
  • Your capacity and tolerance for risk

The assessment establishes the foundation for how we will work together. It will consist of a series of one-on-one interviews, either in-person or over Skype or Zoom. You will complete a self-assessment survey that we’ll use as a baseline to compare against as you progress. And we’ll help you identify and eliminate destructive habits and how to develop lasting support ones.

Adopt a Philosophy and Framework

Once we have a good handle on your mental game and your goals we can begin to develop a structure to your trading. This is essentially a continuous improvement process, where you learn to incrementally achieve your goals.

The objective in this phase is to achieve self-made-awareness in every aspect of your trading by introducing you to a strategy and methodology consistent with you’re trading framework. This will include developing an initial trading campaign, where you’ll trade a simulated account and learn how to apply a professional approach to your trading, within a continuous improvement loop.

You will employ your trading philosophy with a complicit strategy, apply the rules and exceptions, and practice strategy analysis, execution, recording, analysis and exceptions management.

Launch Your first Live Campaign

Phase three integrates all you have learned and puts it into practice for real. You will have a new perspective on your trading, a well thought out direction that is consistent with your lifestyle, your philosophy, and perpetual practices that through repetition and a feed back loop will heighten your overall awareness and confidence as a trader.

At this point the coaching transforms into a mentorship where you determine the frequency and content of future sessions, either regular meetings or as needed with your coach.

Coaching is the art of facilitating learning by raising awareness and clarifying goals.

A mentor is an experienced and trusted adviser who takes a custodial interest in the progress of an other.

A person who is guided and supported by an older and more experienced or influential person.