A close reading of your process
Bring five to eight historical, anonymised charts marked with the averages you use. We review how you labelled market regime, where the filter changed state, and whether your written explanation matches the markings.
The session is teaching, not a verdict on current holdings. We will not inspect account balances or tell you what to buy or sell. You receive a one-page practice brief with two concrete habits to repeat and one source of inconsistency to watch.
Allow time before the meeting to remove names, account numbers, and other personal details from screenshots. If your questions require regulated investment advice, we will explain why they fall outside the session.