How We Build
We design decisions that hold under pressure. Our loop is simple: Build → Prove → Keep (or Retire). The result is a one-page playbook a team can read and act on in minutes.
Build → Prove → Keep (or Retire)
1) Build
Reduce the problem to a one-page playbook: goal, trigger, steps, owner.
- Goal & failure risks
- Clear trigger (math + window)
- Owner & approvals
2) Prove
Try to break it across conditions. Note where it fails and what to do then.
- Stress scenarios & what-ifs
- Cost-of-error vs. benefit
- Confidence range
3) Keep (or Retire)
If it holds, we release it with a version ID and review date. If it breaks, we replace it—fast.
- Version & date stamp
- Review cadence
- Migration steps on retire
What We Make
One-Page Playbooks
What to do, when to do it, and who decides—on a single page.
Run Calendars
Simple cadences for reviews, pacing, and approvals so momentum holds.
Change Notes
What changed, why it changed, and what it means—in plain English.
What a Plain-English Playbook Looks Like
- Trigger: Portfolio drawdown ≥ 15% from peak (net of costs).
- Actions (T+24h): Freeze discretionary adds; rebalance within bands; raise liquidity to 9 months.
- Owner / Approval: Lead Strategist; confirm with Founder + independent reviewer.
- Do Not: Liquidate long-horizon winners to fund short-term panic.
- Review: Post-trade attribution within 10 business days.
- Version: v1.3 (2025-09-08). Next review: Q4.
Every decision fits on one page; details live in the appendix for audit.
How We Keep It Honest
We use simple, visible rules so decisions stay trustworthy and current.
- One page, always—readable and actionable in 15 minutes
- Versioned & dated with public change notes
- Quarterly + event-driven reviews with clear owners
Practices Install the Playbooks
Velien designs the playbooks. AI Wealth Strategist™ installs them with clients through The Strategic Capital Shift™—turning decisions into disciplined action.
- One-Page Playbooks (versioned)
- Run Calendars (cadence & owners)
- Change Notes & summary deck
Discretion first. Case materials are composite/anonymized and shared under NDA.
Turn the Build Into Movement
If the approach fits, begin with a confidential briefing—or launch the Diagnostic for a 90-day, owner-assigned plan.