Tell me what you trade, and where you keep getting stuck.

Answer honestly. The more real you are with me here, the more useful the plan you get back will be.

I read every word before I write yours. If a question doesn't apply, leave it blank. If something's unclear, write what you think it means. I'd rather have your truth than a polished answer.

Your work autosaves as you go. Close this page and come back. Nothing is sent until you decide.

Andrew

Section

i of viii

First, the basics

Who you are

So I know who I'm writing for, and how to send you the finished plan.

Your first name

I need at least your first name.

Where I send the finished audit

That email doesn't look right.

Your age range

How long you've actively traded real money

ii.

The full picture

What you trade

Tap every instrument you're currently active in. Be honest, including the ones you wish you weren't trading.

Instruments you trade right now

Account size you're auditing

A rough range is fine.

Day job, or full time trader

The broker (or brokers) you use

iii.

The plan, if there is one

Your current approach

Don't worry if you don't have a written plan. Most people don't. Just tell me what's actually in your head when you take a trade.

Do you have a written trading plan today

Paste your plan, or describe what you usually do before a trade

Your one main setup

Or the one you think you trade most. Example: "21EMA retest on the 5 min with 15 min ORB confirmation."

Your typical stop and exit rules

Where do you cut. Where do you take profit. What does that decision actually look like for you.

Your typical risk per trade

Dollars or percent. Whatever's true.

iv.

The truth, no filter

Where you're stuck

This is the most important block. Be specific. Real patterns, not generic feelings.

The loss pattern that keeps happening

"I'm right about direction but options decay stops me out." "I size up after wins and give it back the next day." That kind of honest.

What strategies you've tried and abandoned in the last 12 months

The longest you've stuck with a single strategy without changing it

Have you ever blown an account

If yes, what happened. In your own words.

In your own voice

What you want from this

In your own words. Not what you think I want to hear.

What success looks like for you in trading

Your five year vision

Replace the day job, side income, build generational wealth, just stop losing. Be real.

What you want me to specifically catch in your plan

Where do you sense the leak is, even if you can't name it.

vi.

Optional, skip if none

Reading and influences

Optional. Skip if none of this applies to you.

Books or traders that have shaped how you think

Three quotes from your reading that actually landed for you

If you have a favorite line that lives in your head, put it here. One per line.

vii.

Make it yours

Two colors for your plan

Optional. Your plan will be personalized with two colors of your choice. Write them in plain words, however you'd describe them. Leave blank if you want me to choose.

Your primary color

The dominant accent. Something like "deep navy," "burnt orange," "forest green."

Your secondary color

The softer touch. Something that pairs with your primary.

viii.

The fine print

Before you send

A quick legal note, then how you paid. One mark stands between you and your audit.

Read this before you mark the box.

This audit is a structured review of your trading plan and process. Andrew Villagomez is not a registered investment advisor, broker dealer, financial planner, or fiduciary. Nothing in this document constitutes investment advice or a recommendation to buy, sell, or hold any security. You are solely responsible for your own trading decisions, position sizing, risk management, and outcomes. Past performance does not guarantee future results. Trading involves risk of loss, including total loss of capital. The audit is a one time written deliverable, not an ongoing service. For legal, tax, or financial questions, consult a licensed professional.

I read the note above. I understand this is a plan review, not investment advice. I am responsible for my own trades.

You have to mark this for me to start your audit.

How you paid

Payment receipt or transaction ID

Paste the transaction ID, or describe what your receipt says. Leave blank if you haven't paid yet.

Are you also interested in ongoing mentoring

Not a commitment. Just a yes, a maybe, or a no. I'll follow up if you say yes.

Anything else I should know before I start

When you hit the button, your intake comes to me. I read it tonight or first thing tomorrow. Your written audit lands in your inbox within 48 hours. If demand is heavy I will email you with the actual ETA before I start writing yours. Quality is the rule, speed is the goal.

Your work autosaves as you go.

Got it. I'm on it.

Your intake landed.

Once your payment lands and I have read your intake, I email you. That email is when the 48 hour clock starts. Your written plan lands in your inbox within 48 hours of that email.

If demand is heavy, or if anything in your intake is missing or unclear, I reach out before I start writing. Quality is the rule, speed is the goal.

Otherwise, the next thing you hear from me is the finished plan.

Andrew

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