Family
Career
Relationships
Fun & Recreation
Health & Wellness
Money & Financial Planning
Personal Growth
Physical Environment
Personalized Roadmap
You set the goals for your retirement
Identify Your Vision: We help you align your efforts with your values and purpose.
You Identify the Topic for Discussion in Each Session: Each call you will identify the topic you want to work on to change or improve.
What Action Steps are Needed: Create a step-by-step action plan that outlines short-term and long-term strategies to help you achieve these goals.
What Do You Want Your Legacy to Look Like: Identify your purpose (your "North Star") what has it been - what you want it to be.
Purpose Alignment
Are your actions in alignment with what you truly value?
Value Exploration: Identify your core values to understand what truly drives you.
Vision Crafting: Identify what is truly important to you and your objective.
Identify Misalignments: Where are your actions not in alignment with your purpose and values?
Create an Action Plan: Define actions you can take to make the changes that you want to align daily activities and decisions with your goals.
Regular Reflection: Take time to review alignment and adjust actions as necessary to stay on the purposeful path.
Accountability
We all need help executing our plans.
Set Clear Milestones: We work with you to break down larger goals into manageable, actionable steps and set specific deadlines for each.
Partnership: We all need help holding ourselves accountable. Who will be your accountability partner?
Motivation: Motivation to change or improve requires continuous reinforcement. We provide positive reinforcement by celebrating and recognizing your progress.
Adjust and Adapt: Reassess and adjust goals and strategies as needed to ensure you remain on track and motivated.
