Today's Progress
0/12 items (0%)
This Week
0/7 days complete
AM Startup
10-15 min before work
ðïļ Architect Mode
Energy Level Today
1-2-3 Method
Complete this = done for the day
1 Priority (Most Important)
2 Essential + Urgent
3 Maintenance (Keep the system running)
"Done for the day" = permission to stop without guilt
Midday Anchor
âïļ Warrior Mode
5-minute movement break every 90 min of deep work
Stand, stretch, walk. Reset the nervous system.
Time Blocks
Archetype-aligned scheduling
Commander = execution. Seer = strategy. Protect both.
PM Shutdown
End of day ritual
ðĨ Flamekeeper Mode
Operating Protocols
Focus mode triggers + Director check-ins
Monthly Flow Cycle
Focus Mode Triggers
60s "Director, not Actor" Check-ins
3 slow breaths + ask "What would the Director do next?"
Set intention for next block (one sentence)
Name the emotion (one word)
Steering, not grinding.
Sunday Steering
This week's leverage focus
Finance Cadence (30 min)
Friday Review
Non-negotiable cadence
Weekly Pre-mortem
What will stop me from achieving next week's focus?
Friday Review Checklist
Health Check-in
2MGEN Cockpit
Real Estate Learning
3 Connection Windows
Weekly MADE Cadences
These are your $2,500/hr activities. Protect them.
ENTJ Commander-Seer Profile
Execution, efficiency, getting things done. Your power source.
Vision, patterns, long-term strategy. Your compass.
Authentic connection, values, vulnerability. Growth edge.
Present moment, sensory awareness, slowing down. Growth edge.
Log Integration Practice
Daily Integration Prompts
Lover Integration
- âĒ Who needs to be heard today, not fixed?
- âĒ Where am I protecting myself unnecessarily?
- âĒ What would authenticity look like right now?
- âĒ Can I be present without solving?
Tactician Integration
- âĒ Am I rushing past this moment?
- âĒ What do I notice in my body right now?
- âĒ Can I do this 10% slower?
- âĒ Where am I optimizing instead of experiencing?
Recent Integration Practices
No practices logged yet.
Start tracking your integration journey.
Dad's CRE Book at Kidder Matthews
Industrial CRE practice. 40+ years of relationships. $300-400k/year. Target: $150-250k your first year.
CRE Deal Pipeline
Track deals with Dad. First deal target: Q2 2026.
0
Active Deals
0
Deals Closed
0
Hrs with Dad
$0
Commission YTD
No CRE deals logged yet.
Start tracking deals with Dad.
CRE Capability Checklist
Dad's Book Knowledge
Broker License Path
2M General Engineering - Caltrans Focus
Your unique value: D2/D3 relationships. 5-10 hrs/week. $75-100k salary + 32.5% equity.
Caltrans Relationship Tracker
These relationships are yours, not 2M's. Maintain them.
2M Transition Status
AI + Construction Advisory
Variable income. ~5 hrs/week. Connects AI interest with construction expertise.
Advisory Opportunities
Track potential and active advisory engagements.
No advisory engagements yet.
This stream builds over time.
Advisory Value Proposition
AI + Construction
- âĒ AI agent implementation for contractors
- âĒ Workflow automation consulting
- âĒ Construction tech evaluation
Utility Industry
- âĒ SUE/utility locating expertise
- âĒ Caltrans process knowledge
- âĒ Design-build consulting
Portfolio life: Own my income, own my time.
Transition year. From operator to portfolio professional. 30-35 hrs/week, 3 income streams.
Portfolio Scoreboard
| Income Stream | 2026 Target | Hrs/Week | Lead Measure | Status |
|---|---|---|---|---|
| ðĒ Dad's CRE Book | $150-250k | 15-20 | 1 deal closed with Dad | |
| ð§ 2M (Caltrans) | $75-100k + equity | 5-10 | Caltrans relationships maintained | |
| ðĪ AI/Construction Advisory | Variable | 5 | 1 advisory engagement | |
| Portfolio Total | $325-480k | 25-35 |
Life Domains
| Domain | 2026 Target | Lead Measure | Status |
|---|---|---|---|
| ðïļ Health | 5 sessions/wk, Oura 70+ | 5 trainings + groceries | |
| ð§ Mind | Calm through transition | Breathwork 5/7, no Sunday dread | |
| ð° Financial | Chase CC paid, 3mo emergency fund | $67k CC paydown progress | |
| âĪïļ Relationships | Present for family routines | School drop-offs, Lucy walks |
Key Numbers
$325-480k
Portfolio Income Target
30-35
Hrs/Week Target
32.5%
2M Equity Stake
$67k
Chase CC to Pay Off
From operator to portfolio professional
Dad is 73. His CRE book won't wait. This is the window.
Transition Timeline
Phase 1: Now - June 2026
CURRENT- âĒ Stabilize 2M cash flow (AR factoring in progress)
- âĒ Begin working with Dad, learning his book
- âĒ Stay full-time at 2M through Q1-Q2
- âĒ Help execute cost cuts and turnaround
Phase 2: July - December 2026
UPCOMING- âĒ Transition to part-time at 2M (10-15 hrs/week)
- âĒ Focus on Caltrans relationships only
- âĒ Ramp CRE activity with Dad
- âĒ Reduce 2M salary to match reduced hours
Phase 3: 2027
FUTURE- âĒ Continue building CRE pipeline
- âĒ Apply for broker license (requires 2 years exp)
- âĒ 2M: stabilized (passive equity) or absorbed into Morrow
- âĒ Maintain Caltrans mentor program involvement
Phase 4: 2028+
DESTINATION- âĒ Open own brokerage
- âĒ Dad hangs license with me, takes referrals, retires
- âĒ 2M: passive income stream or clean exit
- âĒ Full portfolio life operational
2026 Milestones
The Mindset Shift
Old Frame
"2M is my company, my identity"
New Frame
"2M is one asset in my portfolio"
Not running away from 2M. Running toward something better. Dad's opportunity has a window. Building a life with owned income streams, reasonable hours, and family presence.
Mitigate, Automate, Delegate, Elevate
Focus on Elevate. Push everything else down the stack.
Mitigate
Reduce risk, eliminate waste
Automate
Systems and AI agents
Delegate
Give to team, syntactic tasks out
Elevate
YOUR $2,500/hr work. Protect this.
Personal / Identity
Foundation for everything else
Daily Habits
Identity Work
Relational
Family and integration work
Alina
Commander Tone Reduction
Parenting (Collette)
Cognitive Load
Health
Physical foundation
Three Questions (McKeown)
1. What essentials am I under-investing in?
2. What non-essentials am I over-investing in?
3. How do I make the shift effortless?
Q1 2026 Theme
Pick 1 quarterly theme. Set targets. Kill/keep list. Big rocks.
Quarterly Retro (End of Quarter)
Health & Fitness
Primary Keystone
Mental Health
Stress & Anxiety Reduction
2MGEN Business
Founder-light, cash-disciplined
Financial
Real estate readiness
Relationships
Full life, not just productive
Personal Growth
2026 Skill Stack
5 Training Sessions/Week | Oura Score 70+
Lucy walk integration on gym days. Training sessions first, work fits around them.
Weekly Training Schedule
Upper Body + Mobility
Yoga / Mobility (30 min)
Note: check lower back after. Add jump rope if feeling good.
Lower Body + Core (60 min)
Zone 2 Cardio (45 min)
Pick one modality:
Optional: Jump rope add-on (10-12 min)
Pull-up Progressions + Walk (45 min)
Progression: 3x5 negatives @ 10s lowers = first pull-up
Rain backup: gym assisted pull-up machine
Home VO2 + Mobility (45-60 min)
Option A (default):
Option B (if feeling great):
- KB deadlift 25lb: 10-12
- DB bench 20-35lb: 8-12
- 1-arm DB row 25-35lb: 8-12/side
- Band face pulls: 15
- Suitcase carry: 30-45s/side
Spa Recovery (60-90 min)
- Hips
- Calves
- Thoracic
Alternative: long Lucy walk (60 min) + 10 min mobility at home
Daily Archetypes Map
| Day | AM | Mid-Day | PM | Evening |
|---|---|---|---|---|
| Mon | ðïļ Architect | ðŊ Coach / âïļ Strategist | âïļ Warrior (Gym) | ðĻâðĐâð§ Family Man â ðĨ Flamekeeper |
| Tue | âïļ Warrior (Yoga) â ðïļ Architect | ð° Closer (Biz Dev) | ð Sage | âïļ Warrior (Lucy) |
| Wed | ðïļ Architect | ðŊ Coach (1:1s) | âïļ Warrior (Gym + Lucy) | ðĻâðĐâð§ Family â ðĨ Flamekeeper |
| Thu | ðïļ Architect â ðĪŠ Goofball | ðŊ Coach / âïļ Warrior (Zone 2) | âïļ Warrior (Lucy) | |
| Fri | ðïļ Architect (Admin) | ðŊ Coach (EA review) | âïļ Warrior (Pull-ups + Lucy) | ðĨ Flamekeeper (Date Night) |
| Sat | âïļ Warrior (Home VO2) | ðĻâðĐâð§ Family / ðĪŠ Goofball | ðĪŠ Goofball (Lucy adventure) | ðĻâðĐâð§ Family Dinner |
| Sun | ðïļ Architect (Weekly Review) | âïļ Warrior (Spa Recovery) | ðĻâðĐâð§ Family Man | ðĨ Flamekeeper |
Gut Biome Protocol
Daily habits for gut health
Sleep Consistency
Clear bedtime boundaries
Ketamine + Journaling Cycle
Integration practice
Weekly Health Metrics
Track your targets