One-on-One Coaching
Coaching Intake Form
Tell me a little about your trading experience, goals, and areas you'd like to improve so we can make the most of our time together.
All fields are required unless marked optional
1. Your Information
Let's start with the basics.
2. Trading Experience
Help me understand where you are.
3. Markets & Products
What do you trade or want to trade?
4. Specific Products
Tell me what you focus on.
5. Trading Style
How do you like to trade?
6. Chart Time Frames
What time frames do you use or want to learn?
7. Knowledge Level
Rate your understanding (1 = beginner, 5 = advanced).
Price charts & price action
Candlesticks (Open, High, Low, Close)
Technical analysis (indicators, patterns, etc.)
Risk management
Trade entries & exits
8. Risk Management
How much do you typically risk?
9. Strengths
What are you doing well?
10. Obstacles
Where do you struggle?
11. Goals
What do you want to achieve?
12. Coaching Focus
How can I help you most?
13. Anything Else?
Additional information (optional).
14. Coaching Package
How many 60-minute Zoom sessions are you interested in?
You'll be redirected to a secure Stripe payment page to complete your registration after submitting this form.
After payment, you'll receive a confirmation and Kait will be in touch soon to schedule your coaching session. Looking forward to working with you!