“The secret of change is to Focus all of your energy, not on fighting the old but building the new.”


Are you a high achieving
Wealth Management Professional
who’s READY to jumpstart your
Succession and Legacy planning?

Many “mid-life” RIA solopreneurs and shareholders feel the clock ticking on their lives and their business with time slipping away faster each year. They may daydream about a mythical retirement. They may have experienced personal wake up call, yet feel completely trapped and unable to envision work or life in any way besides the same old status quo.

Somewhere between the myth and the trap is a starting place for envisioning a Living Legacy so that they can create a succession strategy and a feeling of renewed energy by getting into action.

Are you ready  to re-examine what it means to live in alignment with your own values,to live and work intentionally in accordance with what truly means the most to you, your family, and your clients?

Are you ready  to create a new vision for your business and your life?

Are you ready  to take action toward succession planning , creating a transition strategy that works for you, your family, clients and team?

Are you ready to take a new approach?

This work supports the efficient transition of the business between Founders and Successors creating a WIN-WIN-WIN for the founder, successors and clients!

Our programs helps the firm principals adopt the mindset and emotional intelligence necessary to successfully navigate what can be a challenging process financially, operationally and–importantly–emotionally.


Successful transition plans start with an intentional mindset and focus on designing an inspiring “next chapter”…a compelling vision for what’s next!

A next chapter can truly be a Living Legacy that serves clients and achieves the Professional’s unique vision for a prosperous and meaningful life.


  • Having a clear vision for your own Living Legacy
  • Enjoying the feelings of security and freedom of knowing you have a solid plan in place
  • Creating a “Win-Win-Win” for you, your clients and your team–working with clients who are confident they’ll be taken care of
  • Having the time and freedom to rediscover what truly matters to you

Without an intentional mindset driving purposeful action, another week, month, and year pass, dimming the vision and shrinking opportunities and options.

It’s only too late if you don’t start now!


  • Jumpstart Your Succession Plan–Assess where you are now, discover where you want to be and create a smart strategy forward
    • Assess yourself and your team with the Energy Leadership Index
    •  Undertake program orientation including  learning the 7 Levels of Leadership
    • Refresh your vision and mission, create and execute your strategy

Coaching & Training

  • Pathway to Succession and Living Legacy-Creating a compelling vision, transition strategy and action plan for your next chapter

Coaching & Training

  • The Heart-Centered Financial Adviser-Powerful tools and training to prepare you and your team to help your clients explore their most heart-felt desires leading to greater clarity, conviction and engagement in financial planning

Coaching & Training

Are You Ready?

Are You Ready to Design Your Succession and Living Legacy Plan?

Let’s talk!