CLIENTS
People work with me because they are out of balance, want to transition to something different, are seeking clarity, or their life is unfulfilling. From individuals who feel trapped and without options, to helping people plan for their Third Stage, or build a pathway to financial wellness, the coaching I provide enables clients to tap into their inner values, find their purpose, create a sense of harmony and develop self-actualization and self-realization.
I work with people who do not have all the answers, but are willing to ask someone to walk alongside them to help them find and amplify what is already within.
The Novice Investor who recently received a small inheritance. This investor had not invested previously. Coaching has given this investor a plan and confidence that her money is working for her.
The Corporate Executive on the verge of burnout. Life was great three years ago, so what happened and how did I get here? Coaching has given her the space to be vulnerable, to learn from friction, to identify her priorities, to make changes to her work-life, to challenge the status-quo, to define her boundaries and to embrace the joys available in every day.
The Graduate Student who found herself questioning her direction and needed to gain confidence to pursue a new path. Through coaching, she identified her values, showed up as her true self, identified where she wanted to be, and transitioned to a role that feeds her soul.
The Wealthy Family who has recently converted their assets to cash. Working together we developed an investment policy statement, interviewed several investment managers, made a selection, negotiated favorable fees and implemented a long-term strategy.
The Successful Entrepreneur with multiple investments. Through financial consulting this investor now sees the big picture of his asset base, understands how much risk he is exposed to, knows where he can add risk and has elevated his knowledge of the financial markets.
The Retired Couple who wanted to understand if their assets were sufficient to meet their current and anticipated spending. Through coaching, we determined that their assets are sufficient and that their investment structure could be simplified, and the risk reduced.