1. Send the market and timeframe
An enquiry begins with the instrument family you follow, your usual chart timeframe, and the risk decision that currently causes difficulty. We do not need balances, account numbers, or a portfolio list. This first note helps us distinguish a beginner question from a journal, sizing, or stop-placement problem.
2. Choose the right desk
The full-day workshop joins the whole sequence. A private review suits traders with several documented trades. The journal clinic is better when screenshots exist but records cannot answer whether a rule was followed. We explain the fit and fee before asking for payment.
3. Prepare without rehearsing an answer
Workshop participants receive a short terminology sheet. Private-review clients submit five to ten redacted charts with notes made at the time of entry. There is no need to polish poor decisions; those marks are usually the most instructive.
4. Mark, calculate, explain
During training, the sequence remains stable: identify context, state the trigger, mark invalidation, measure stop distance, calculate size from allowed risk, and define management. A peer or facilitator should be able to read the plan without guessing.
5. Test one correction
After training, learners run a limited journal sample rather than rewriting every rule at once. The review asks whether the chosen correction was followed and what evidence appeared—not whether the market rewarded it.
What to bring
- A laptop or tablet if you prefer your own charting service
- Pencil, calculator, and curiosity about your past decisions
- Redacted screenshots for a private review
- No brokerage password, identity document, or live account access
Compare the training sessions or ask which desk fits your records.