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The Art of Recovery From Disruption
3 Month Custom Program $495
For those who have recently gone through a life-altering setback such as the death of a loved one (grief) or divorce, job loss, critical illness and what to develop a highly customized path forward that incorporates goals, dreams, challenges, obstacles etc. Weekly 30-minute accountability calls are also included.
Discovery Call
45 minutes @ $170
During this discovery call, we discuss your goals and challenges as well as your overall vision and figure out the most appropriate way forward to work together to achieve those goals.
Holistic Wealth Strategy Session
1 hour and 30 minutes @ $270
During this Strategy session, we figure out your goals, dreams, challenges and obstacles and figure out a way forward. This includes the first steps in outlining your custom Holistic Wealth Blueprint or Portfolio – based on your unique goals and vision. The Strategy session lasts 90 minutes.
3 Month Custom Coaching Plan based on a Needs Assessment
with weekly 30-minute accountability calls$495
During the 3 months, we design your entire holistic wealth blueprint customized with you in mind – your dreams, goals and obstacles and the vision for your life. This also takes into consideration any business goals as well as setbacks that you have had and how to build a successful life moving forward.
Sabbatical Planning
1 hour and 30 minutes @ $270
Full strategy session to figure out the planning process for a sabbatical including financial planning, goals, logistics and mission. This includes a full sabbatical planning checklist and success metrics based on your own individual needs. Also includes accounting for unique challenges you may face.