Coaching Services
Individual Coaching
One-on-one coaching is designed around your specific goals and objectives. We work together to identify your goals, create your customized plan, and bring a deep focus to the areas you care about.
These areas can include:
Developing a success mindset
Reshaping financial habits
Developing financial strategies
Improving your relationships
Communicating more effectively
Identifying tangible and value driven goals
Creating a sustainable strategy for achieving your goals
Providing accountability to ensure your success
Financial Coaching
Financial coaching helps you rewrite your money story, build smart habits, create investment strategies that align with your goals, and learn more about how money and wealth work so you can take control of your financial life.
As your financial coach, I guide you to take control of your finances, eliminate debt, build lasting wealth, and create the life you envision. Clients often see dramatic improvements in savings, smarter investment strategies, and a deep sense of financial security within months of starting.
Build a financial life that feels as good on the inside as it looks on the outside.
Explore your deep rooted ideas and attitudes about money and how they are affecting you today
Reframe your money story so that it actually serves you
Create smart money habits
Develop sustainable investment strategies
Create sustainable financial plans
Align your financial goals with your values
Increase your financial literacy
How is a Financial Coach different from a Financial Advisor / Asset Manager?
Your financial adviser manages your portfolio. I manage your patterns. Financial coaching is the missing piece of the puzzle that focuses on the human side of financial decisions and strategies.
Leadership Coaching
Leadership coaching is designed to bridge the gap between your current performance and your future potential by focusing on self-discovery, behavioral change, and strategic thinking. It helps you unlock "blind spots," enhance emotional intelligence, and navigate complex organizational challenges with clarity.
Many leaders are promoted for their technical brilliance but feel like "frauds" when it comes to the soft skills of inspiration, conflict resolution, and executive presence.
Additionally, as leaders move higher, their circle of objective peers shrinks. They often feel they have no one to talk to who doesn't have an "agenda" (employees, boards, or shareholders). Leadership coaching can provide a safe, confidential sounding board in those moments.
Move from reactive fires to proactive strategy
Bridge the disconnect between vision and execution
Create a safe and confidential space where you can process your professional ideas and doubts without compromising your authority
Communication
Build high-trust teams that deliver results without your constant oversight
Conflict resolution
Resilience and stress management
Improved strategic thinking and decision-making
360 Assessment
Energy Leadership™ Index (ELI) Assessment
The ELI assessment is the proprietary, research-backed assessment tool that takes something abstract, like the way a person views the world, and turns it into something tangible - a metric that you can see and feel and even reevaluate in the future.
You’re probably familiar with personality tests like Myers Briggs, DISC, and the Enneagram.
These valuable tools can help you understand your strengths, embrace your so-called weaknesses, and discover how you can work to your full potential. In that way, they typically support a “work with what you have” approach to adapting your behavior and pursuing personal excellence
The ELI, on the other hand, is an attitudinal assessment tool that captures how an individual currently perceives and approaches work and life.
With the awareness and insights gained through the ELI debrief, clients have the opportunity to reshape their attitudes and worldview and transform WHO they are.
This makes the ELI especially valuable for leaders who want to strengthen resilience, lead with more clarity, and reduce the impact of stress on their effectiveness.
The ELI Assessment is included in 3-6 month coaching engagements or can be purchased separately.
What working with me looks like…
“The real voyage of discovery consists not in seeking new landscapes, but in having new eyes. ”
My coaching is collaborative, practical, and sustainable. It revolves around tangible, research-backed frameworks, including Bruce D Schneider’s transformational Core Energy Coaching™ model and ground-breaking Energy Leadership Index™ assessment.
I provide individual coaching and group / team coaching either remotely or in-person.
The coaching is designed to bring a deep focus to our work together. Based on your specific goals and objectives, we’ll create your customized plan.
Our work together focuses heavily on developing self awareness and leadership effectiveness by identifying your core beliefs and perceptions, releasing the internal and external blocks preventing you from getting what you want, and showing you how to consciously and deliberately shift your beliefs and perceptions to achieve positive and sustainable results.
This work allows you to respond to challenges and goals with greater clarity, resiliency, creativity, and authenticity to your true self and values.
As change takes time, we will develop a coaching schedule together that is convenient but still supports your momentum. Most clients start the relationship with a 3 or 6 month commitment. Sessions can be weekly or bi-weekly depending on your needs. Clients have unlimited, ad hoc access to me for strategic and urgent matters that arise between sessions via emails or phone.
If you are interested in learning more, I would encourage you to schedule a complimentary discovery call.