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Trading Coaching

Who This Is For

✔ Active traders
✔ Inconsistent results
✔ Serious about scaling
✔ Want professional-level structure

Investment

60-minute private session
Limited availability

[Book Now]

What's Inside

1. Accounts & structure (Interactive Brokers, Thinkorswim, plus tools like Barchart)

  • Exactly which accounts to open on Interactive Brokers and/or Thinkorswim for pattern-based options vs longer-term holdings, so your “betting money” is cleanly separated from everything else
  • How to tier your accounts by strategy (for example: one account for pattern-based options, one for slower swing trades, one for long-term / non-speculative positions) so you don’t mix risk profiles
  • Walkthrough of basic platform setup and order entry on IBKR / TOS, plus how to use Barchart.com for scanning and confirming patterns without getting lost in indicators

2. Risk buckets & rules

  • How to decide how much total capital to allocate to your pattern-based options account vs other accounts so you’re never betting rent money
  • Simple rules for max risk per trade, max number of open trades, and when to stop trading for the day/week to avoid tilt
  • A basic “risk map” of your accounts so you always know exactly what’s at stake before you click buy

3. Intro to your pattern universe / prep for deeper offers

  • Overview of the main pattern families you trade, with clean examples, so traders understand what they’ll be hunting on IBKR/TOS and Barchart
  • How the Foundations setup prepares them to get full value from your $45 tradebook, $495 pattern webinar, and eventually the $9,995 Mastery program
  • A simple “readiness checklist”: when someone is ready to move from Foundations into the deeper pattern training without getting overwhelmed

This gives beginners a simple, numeric structure without dumping the full sophistication of the $9,995 advanced betting scheme.

Risk buckets & rules (Foundations version)

  • Position risk per trade:

    • Start with 2% of your account per trade, then graduate down to 0.5% as you learn to size precisely.
    • Explain: “If your account is $10,000, your maximum loss on a trade is $200 at first, then $50 once you’re more consistent.”

  • Outcome bands & expectations:

    • You’re targeting 10%–46% gains on the account per successful sequence of trades, not on a single YOLO trade.
    • Emphasize the idea of small, controlled losses / bigger winners, repeated over time.

  • Immediate risk rule:

    • “If the trade doesn’t work right away, get out.”
    • Teach them that if price action or the option premium behaves wrong vs the pattern, they:
      • Exit,
      • Re-evaluate the pattern,
      • Re-time or re-pinpoint their entry instead of hoping.

  • Specific risk level around entry:

    • Define a clear invalidation zone around the entry (for example, below a key level or beyond a wick range).
    • Rule: “If price hits this level, the idea is wrong for now and you exit, no debate.”

  • Documentation rule:

    • Every trade gets logged:
      • Pattern used
      • Entry, stop, target
      • Risk % (2% → 0.5%)
      • What actually happened and why you exited
    • Frame it: “Your trade log is how you earn access to the deeper program. No log, no real edge.”

 

In Foundations you learned the basic risk bands: starting at 2% per trade, tightening to 0.5%, and aiming for 10%–46% sequences while cutting losers quickly.

Inside Pattern Mastery, we go further: we build pattern-specific betting schemes, advanced scaling rules, and simulator-tested risk profiles so you know exactly when to press, when to stay small, and when to stand aside altogether.

So Foundations = simple, fixed rules.
Mastery = adaptive, pattern- and data-driven rules.

Additional look inside: 

1. Pattern systems: “Each pattern = its own rule set”

Frame it like this:

  • Every pattern is not just a picture.
  • It’s a system with:
    • Entry rules
    • Invalidation (when you’re wrong)
    • Risk % per trade
    • Expected payoff range (2, 3, etc.)

Teaching bullets:

  • “Each pattern I trade has its own rule set. You don’t just ‘see it and click.’ You follow a checklist.”
  • “Foundations is about understanding the pattern families and basic rules. In Mastery, we go into every specific rule set in detail.”

2. Classic patterns overview (with examples)

This is the on-ramp for people who’ve only seen screenshots on social.

Lesson outline:

  • Continuation vs reversal

    • Continuation: trend pauses then resumes (flags, pennants, triangles, channels)
    • Reversal: trend exhausts and turns (double tops, head and shoulders, wedges)

  • Real chart examples

    • 2–3 continuation examples
    • 2–3 reversal examples
    • Keep them clean, no indicators yet

Key line:
“Before we touch indicators, you need to be able to see when the market is likely to continue vs likely to reverse. Indicators just help refine timing; they don’t replace structure.”

3. Indicators 101: what they are, not just how they look

You already know the definitions; we just tighten them.

Core concepts:

  • Moving averages (MA)
    • “A moving average is just the smooth mean of recent prices. It shows the ‘average deal’ the market has been making over X candles.”
  • Oscillators
    • “An oscillator is a function of high/low/close that moves between ranges (like 0–100) to show you when price is stretched or balanced.”

Make these rules:

  • “Price + structure first. Indicators second.”
  • “Every indicator pattern we use comes with a rule set, not vibes.”

4. Specific pattern types within indicators

You don’t need to go deep here in Foundations. You just want to name the universe and give 1–2 clean examples per category.

Use this layout:

A. Moving-average-based patterns

  • Moving average crossover (fast MA crossing slow MA)
  • Price pulling back to MA in a trend

Teach:

  • What it means (trend starting / strengthening / resuming)
  • 1–2 screenshots
  • Very simple rule: “Above MA and holding = trend intact. Lose MA and stay below = trend in question.”

B. RSI-based patterns

  • RSI divergence (price makes new high, RSI doesn’t, etc.)
  • RSI “head and shoulders” pattern

Teach:

  • What divergence is signaling (momentum weakening)
  • That RSI patterns mirror price patterns but in momentum terms
  • 1–2 clean examples

C. Other momentum indicators

Introduce lightly:

  • ADX (Average Directional Index): strength of trend
  • MACD (Moving Average Convergence Divergence)
  • Stochastic indicator
  • “Other oscillators” as alternatives/compliments to RSI

Positioning:

“You don’t need to memorize every formula. You just need to understand what each one tells you about the fight between buyers and sellers and which ones we actually use in our pattern systems.”

You can say:

  • “In Foundations, we’ll identify what each of these does and show 1–2 basic patterns for each. In Mastery, we’ll go into the full set of tradeable patterns per indicator and how they combine.”

5. Volatility and realistic payoffs

You already have a strong point here. Turn it into a simple rule:

  • Low volatility environments:
    • Expect 2 or 3 chart moves
    • You might only capture 30–100% on the option, not the full theoretical move

Teaching bullets:

  • “On a good trade, you might capture 30–40%, sometimes 100%, of the total possible move.”
  • “Your job is not to top-tick every move. Your job is to repeat a good process: small controlled losses, solid asymmetric winners.”

Then anchor the math:

“To be profitable, either:

  • Your winning percentage is high enough, even if wins are modest, or
  • Your average win size is larger than your average loss, even with a lower win rate.

The patterns, indicators, and rules are all in service of one thing: profit math that works over a series of trades, not a single lucky one.”

6. Focus on profitable rules (not hype)

You already nailed the core idea:

  • Focus on:
    • Which rules are profitable
    • When these setups occur
    • How to manage them once you’re in
    • How much to bet

Turn this into your Foundations mantra:

“Every decision in this system must answer three questions:

  1. What are the rules?
  2. When do they apply?
  3. How much do we risk when we follow them?”

Then tie it to Mastery:

“In Foundations, you’ll learn the major rule categories. In Mastery, we attach real numbers and tested outcomes to each pattern rule set.”

7. Poker analogy: when & how to bet

This is a great teaching frame. Structure it simply:

  • Hands = patterns
    • You don’t play every hand. You play your preferred hands (A+ patterns).
  • Position = time of day / market condition
    • Certain patterns are higher quality during specific market sessions or volatility regimes.
  • Bet sizing = risk %
    • Stronger hands/patterns allow slightly bigger bets; marginal ones get smaller sizing or a pass.
  • Rules about how long you stay in the hand
    • Translate to clear exit rules:
      • Time stop
      • Price stop
      • Volatility change

And the line you want:

“You can even start with $100 or one share. The point is not gambling. The point is practicing your rules in cheap mode before scaling.”

8. Anti-gambling & account shifting rules

This is critical for new traders and fits perfectly in Foundations.

Teach:

  • When to move to simulator:

    • After 3–5 consecutive emotional trades
    • After hitting a daily/weekly loss limit
    • When you change or test a new pattern

  • When to trade “bare-bones live”:

    • One share
    • Or the absolute minimum contract size
    • Purpose: keep your head in the game while reducing damage

  • When to step back to safer accounts:

    • If pattern account drops below a certain drawdown threshold (e.g., above/below recent support/resistance)
    • If life circumstances change (need the cash, more stress, etc.)

You can teach a simple flow:

“Normal mode → Bare-bones mode → Simulator mode

You do not respond to losses by increasing size. You respond by reducing size or moving to the simulator until your decisions are clean again.”


 

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