We curate scattered resources, combine them with our tools and individualized guidance to support your journey. From “zen” tools to access your inner wisdom to financial strategies to align your resources – our suite of services offers a compelling toolkit for what matters most to your stage in the process.
We draw on leaders from the fields of contemplation, meditation and philosophy (the zen) - to career counseling, financial tools and investment management (the reality). Individual and group coaching and financial strategies get personal for what you need now. Our ever-expanding repertoire of tools will educate and inspire you to craft your best Act2.
Getting to your next chapter of a more meaningful and fulfilling life can be challenging and confusing. There is little in the way of comprehensive guidance – but there are resources. Rather than reinventing the wheel, we accumulate scattered resources that may already exist and combine them with our tools and individualized guidance to provide a framework of support for your journey.
Financial and Life planning is the art or human side of financial planning. Financial tools and strategies can be very powerful, but they are the means – not the end.
Whatever your preferred method – help is right here! Our group coaching is designed to offer a non-committal way to learn about the process of transitioning and engage with others.
Visit often to see new events – both physical and virtual being offered. Click on the “Events” tab for details.
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