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Family Wealth Strategy Consultations
Program Title: The Professional Trader's Mindset: Futures, Finance, and Family Profitability
Core Idea: This program teaches you to trade like a professional by understanding high-level market mechanics (futures) and applying a professional analytical framework (profitability mapping) to your own personal or family finances (your economic unit).
The 8-Class Monthly Curriculum
The month is divided into two distinct but interconnected parts. Part 1 focuses on the instrument (Futures). Part 2 connects it to your personal strategy (Economic Unit & Profitability).
Part 1: Mastering the Mechanics of Futures Trading (Weeks 1 & 2)
Week 1: Futures Fundamentals – The Rules of the Game
Class 1: Introduction to Futures Markets & The Concept of an Economic Unit
Futures Topic: What is a futures contract? Why do they exist? (Hedging vs. Speculation). We'll cover key markets (E-mini S&P 500, Oil, Gold, Grains) and the role of the exchange (CME Group).
Economic Unit Topic: We define an "Economic Unit." Whether you are an individual, a couple, or a family, you operate like a business. We introduce the core idea that all financial decisions, from trading to budgeting, impact this unit's health.
Class 2: The Language of Futures – Margin, Leverage, and Contract Specs
Futures Topic: This is the critical "how it works" session. We will break down Initial Margin, Maintenance Margin, and Notional Value. We'll explain how leverage acts as a double-edged sword, magnifying both gains and losses.
Economic Unit Topic: We'll discuss the "Capital" of your economic unit. How much capital is available for high-risk speculation (like futures trading) versus what's needed for operations (bills, savings, etc.)?
Week 2: Strategy and Risk Management
Class 3: Basic Futures Trading Strategies & Chart Analysis
Futures Topic: Introduction to reading price charts. We'll cover basic concepts like support and resistance, trend lines, and simple moving averages. We'll discuss directional trading strategies (going long vs. going short).
Economic Unit Topic: This class introduces the concept of a "Trading Plan" as a formal document for your economic unit, outlining goals, strategy, and rules of engagement.
Class 4: The Most Important Class – Risk Management for Futures
Futures Topic: How to not blow up your account. We will cover position sizing (the 1-2% rule), setting stop-loss orders, and understanding risk/reward ratios. This class is about discipline and survival.
Economic Unit Topic: We formally define the "Risk Capital" portion of your unit's balance sheet. Students will calculate the maximum dollar amount they can afford to lose per trade, per day, and per week, based on their unit's financial health.
Part 2: Applying Professional Analysis to Your Economic Unit (Weeks 3 & 4)
Week 3: Understanding Your Economic Unit's Performance
Class 5: Defining Your Economic Unit – You Are a Business
Concept: We move beyond theory. This is a hands-on workshop where you will define the specifics of your economic unit. What are its "divisions"? (e.g., "Primary Income Division," "Household Operations Division," "Investment/Trading Division").
Action: Students will create a simple one-page "charter" for their economic unit, defining its members, its financial goals, and its core activities.
Class 6: Introduction to Profitability Mapping
Concept: Profitability mapping is a visual tool to see where your money really comes from and where it really goes. We'll move beyond a simple budget into a dynamic model of your unit's cash flow.
Action: We will start building a basic profitability map, identifying all income sources (the "Revenue Streams") and categorizing all expenses as either "Cost of Goods Sold" (e.g., costs directly related to your job) or "Operating Expenses" (e.g., rent, utilities, lifestyle).
Week 4: Advanced Mapping and Strategic Decisions
Class 7: Advanced Profitability Mapping – Finding Your True Profit Centers
Concept: We will drill down into the map. Which activities generate the highest "profit margin"? (e.g., a side hustle might have a higher margin than a primary W-2 job). Which expenses are fixed vs. variable? We will also map the "Trading Division's" potential profits and losses.
Action: Students will analyze their map to identify one area of high profitability to maximize and one area of low profitability (or loss) to improve or eliminate.
Class 8: Integrating It All – The CEO Review
Concept: This capstone class brings everything together. You will look at your Profitability Map and your Trading Plan as the CEO of your Economic Unit.
Action: Students will make a strategic decision based on their month's work. Examples: "Based on our unit's profitability, we will allocate $X as our risk capital for the Trading Division next month," or "We see that 'Expense Y' is a major drain; we will cut it to increase our unit's net profit and re-allocate that capital to our investment goals."
Program Title: The Professional Trader's Mindset: Futures, Finance, and Family Profitability
Core Idea: This program teaches you to trade like a professional by understanding high-level market mechanics (futures) and applying a professional analytical framework (profitability mapping) to your own personal or family finances (your economic unit).
The 8-Class Monthly Curriculum
The month is divided into two distinct but interconnected parts. Part 1 focuses on the instrument (Futures). Part 2 connects it to your personal strategy (Economic Unit & Profitability).
Part 1: Mastering the Mechanics of Futures Trading (Weeks 1 & 2)
Week 1: Futures Fundamentals – The Rules of the Game
Class 1: Introduction to Futures Markets & The Concept of an Economic Unit
Futures Topic: What is a futures contract? Why do they exist? (Hedging vs. Speculation). We'll cover key markets (E-mini S&P 500, Oil, Gold, Grains) and the role of the exchange (CME Group).
Economic Unit Topic: We define an "Economic Unit." Whether you are an individual, a couple, or a family, you operate like a business. We introduce the core idea that all financial decisions, from trading to budgeting, impact this unit's health.
Class 2: The Language of Futures – Margin, Leverage, and Contract Specs
Futures Topic: This is the critical "how it works" session. We will break down Initial Margin, Maintenance Margin, and Notional Value. We'll explain how leverage acts as a double-edged sword, magnifying both gains and losses.
Economic Unit Topic: We'll discuss the "Capital" of your economic unit. How much capital is available for high-risk speculation (like futures trading) versus what's needed for operations (bills, savings, etc.)?
Week 2: Strategy and Risk Management
Class 3: Basic Futures Trading Strategies & Chart Analysis
Futures Topic: Introduction to reading price charts. We'll cover basic concepts like support and resistance, trend lines, and simple moving averages. We'll discuss directional trading strategies (going long vs. going short).
Economic Unit Topic: This class introduces the concept of a "Trading Plan" as a formal document for your economic unit, outlining goals, strategy, and rules of engagement.
Class 4: The Most Important Class – Risk Management for Futures
Futures Topic: How to not blow up your account. We will cover position sizing (the 1-2% rule), setting stop-loss orders, and understanding risk/reward ratios. This class is about discipline and survival.
Economic Unit Topic: We formally define the "Risk Capital" portion of your unit's balance sheet. Students will calculate the maximum dollar amount they can afford to lose per trade, per day, and per week, based on their unit's financial health.
Part 2: Applying Professional Analysis to Your Economic Unit (Weeks 3 & 4)
Week 3: Understanding Your Economic Unit's Performance
Class 5: Defining Your Economic Unit – You Are a Business
Concept: We move beyond theory. This is a hands-on workshop where you will define the specifics of your economic unit. What are its "divisions"? (e.g., "Primary Income Division," "Household Operations Division," "Investment/Trading Division").
Action: Students will create a simple one-page "charter" for their economic unit, defining its members, its financial goals, and its core activities.
Class 6: Introduction to Profitability Mapping
Concept: Profitability mapping is a visual tool to see where your money really comes from and where it really goes. We'll move beyond a simple budget into a dynamic model of your unit's cash flow.
Action: We will start building a basic profitability map, identifying all income sources (the "Revenue Streams") and categorizing all expenses as either "Cost of Goods Sold" (e.g., costs directly related to your job) or "Operating Expenses" (e.g., rent, utilities, lifestyle).
Week 4: Advanced Mapping and Strategic Decisions
Class 7: Advanced Profitability Mapping – Finding Your True Profit Centers
Concept: We will drill down into the map. Which activities generate the highest "profit margin"? (e.g., a side hustle might have a higher margin than a primary W-2 job). Which expenses are fixed vs. variable? We will also map the "Trading Division's" potential profits and losses.
Action: Students will analyze their map to identify one area of high profitability to maximize and one area of low profitability (or loss) to improve or eliminate.
Class 8: Integrating It All – The CEO Review
Concept: This capstone class brings everything together. You will look at your Profitability Map and your Trading Plan as the CEO of your Economic Unit.
Action: Students will make a strategic decision based on their month's work. Examples: "Based on our unit's profitability, we will allocate $X as our risk capital for the Trading Division next month," or "We see that 'Expense Y' is a major drain; we will cut it to increase our unit's net profit and re-allocate that capital to our investment goals."