Coaching Program

Personal Coaching and Mentoring for Traders

I am excited to present to you my coaching and mentoring program that is focused on individual traders and investors like yourself. This program can enhance your mental game and improve your trading methodology.

The most experienced and profitable traders have coaches, just like every profession, whether it’s business or sports. So, why would you think it should be different for you. I didn’t succeed in trading until I worked with my first mentor.

Becoming a Profitable Trader Starts Here!

Schedule Your Coaching Session

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How Does a Coaching Session Work?

My coaching program specifically focuses on “you.” Everyone has different goals and needs when it comes to trading the markets. You may be interested in trading for a living, or you may be interested self-directing your investments for retirement.

If you get accepted into the mentoring program, we will start by working together to discover your needs and how to achieve your goals. Our coaching process consists of three phases:

Phase One: Trader Assessment

I will 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. 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.

Phase Two: 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.

Phase Three: 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.