Street Address
City, State, Zip
Phone Number
Coaching and Consulting
Your Custom Text Here
Your Custom Text Here
A through-line is the common theme that weaves its way through your life’s journey, the undercurrent that ties together each of your chapters. We have an idea of who we are in the world as defined by our past and present, and its in times of transition (whether chosen or unexpected) that we are invited to step into our own story and influence how the next chapter will be written.
Together, we will identify, write, and begin your next chapter.
Our work includes six two-hour sessions, containing: (4) Core Sessions and (2) Elective Sessions
Core Sessions:
· A Starting Place
· Where Do You Want To Go?
· Defining The Journey
· Arriving At Your Destination
Electives:
· Restyling (personal, wardrobe, home, office declutter)
· Personal Finance 101
· Optional Focus (as defined by your needs)
Defining your retirement means more than structuring your financial future; it’s an extension of your story. Alongside your financial planner, we will assess the heart of the matter, how you see the rich remainder of your journey unfolding. By helping define your continued story, we will give voice to the more emotional aspects of the journey, and understand how your physical, social, and personal needs correlate with your financial planning.
Our work includes six two-hour sessions, containing: (4) Core Sessions and (2) Elective Sessions
Core Sessions:
· A Starting Place
· Where Do You Want To Go?
· Defining The Journey
· Arriving At Your Destination
Electives
· Accompanied Visit To Your Financial Planner
· Introduction To Retirement Resources
· Optional Focus (as defined by your needs)
As a small business owner, your growth potential is never capped. Your business is doing well, but it is time to design the next chapter of its story. Whether you’re looking to overcome an obstacle, build your team, plan a transition, or improve culture, we will work together to identify and navigate your next steps.
Our work includes six two-hour sessions, containing: (4) Core Sessions and (2) Elective Sessions
Core Sessions:
· A Starting Place
· Assessing Team Strengths
· Where Do You Want To Go?
· Arriving At Your Destination
Electives:
· Retreat Planning
· Culture Building Events
· Optional Focus (as defined by your needs)
Appreciation is one of the greatest tools we have, and yet it is not given often enough. You have someone you value deeply, and that person’s value merits an honoring gift that celebrates him or her. Together, we will tell the honoree how they have made a significant and ongoing difference, bringing their personal legacy to life.
This Coaching is unique to the person being honored therefore; all but the intake session will be elective. Together we will design a program to meet your goal.
An Honoring Event:
· Significant Birthday
· Retirement Celebration
· Family Reunion
· End of Life Celebration
Telling an Honoree Story Through:
· Oral Traditions
· Legacy Letter
· Legacy Video
Additional Legacy Options:
· Foundational Giving and Charitable Remainder Trusts
· Naming a Tradition or Building After an Honoree
· Mentor Gifting and Education to Influence a Younger Generation
