If you’re like most CPAs and advisors, you tend to put work above everything else. You want to be your best, but your long list of responsibilities can be all-consuming. Because of this, you may find that other important areas of your life like your health and relationships are taking a back seat. You’re getting to a point where you’re thinking, I don’t want to do it this way anymore.
Join this valuable session for actions and strategies to take control of your stress.
Founder, life planner, coach
I was going along in life with a loving family, good friends, a home that filled me with peace, and a dog I adored. I had fulfilling work with a 20+ year career as a CPA financial planner where I had the pleasure of working with people from all walks of life. Then, something shocking happened. Without warning, someone I was deeply connected with passed away suddenly at the age of 53. My world was shaken apart.
The shock of unexpected loss made me want to know more about my purpose and live a more meaningful life. The realization hit me that, for the most part, I had been working my life away; sometimes driven by passion and sometimes by a desire to meet the standards and expectations of others. Looking back, I realize that this gave me a great escape to avoid getting out of my comfort zone and taking risks in other areas of my life.
It was time for something more, so I embarked on a deep dive with enriching books, master teachers, and enlightening people who were seeking purpose, meaning, and intention in their lives. I found the Kinder Institute of Life Planning, where I learned how to create a compelling life plan for myself and others while earning the Registered Life Planner (RLP®) credential. I honed my coaching skills and received a credential through the Fearless Living Institute and continue my pursuit of lifelong learning with the Academy for Coaching Excellence. I have also studied with the Financial Transitionist Institute to support clients in transition, couples, and families.
As a result of my exploration and learning, I have more joy in my life and have learned to feel my fear and do it anyway, giving me the courage to take the leap to create my passion business. Self-care and health are now integrated into my daily life. I have deeper and closer relationships with the people important to me (including my dog), and I am more focused on enjoying the present moment.
Now, with clear and renewed meaning, I help my clients fulfill their own life goals by helping them align their money, time, and energy with their purpose. Often, this involves helping them overcome the things (sometimes themselves) that keep them from bringing their life’s vision to fruition. I walk the talk in my own life and alongside them in the coaching process.