Transform Your Life Today

Jim K. was a successful entrepreneur providing sound financial guidance through his own practice, but he yearned for more.  After going through our Discovering Your Ikigai and Path to Fulfillment Program, he discovered the intersection of his passion, purpose & unique gifted abilities around working with troubled youth.  He has since sold his practice and has begun partnering with at risk and troubled teen centers around the nation.  He is in the process of also starting his own foundation and couldn't be happier with how he is living his life in fulfilling his calling and spending more quality time with his family.  Jim is living his best life!

Angela W. was a successful CFO and her husband ran his own law firm.  Together they were financially well off but did not feel that they had time to properly educate their kids on the very concepts that they mastered to make them successful.  Their emphasis was on ensuring that their kids would not have an entitlement mentality but lived a life of gratitude and appreciation like their parents.  Having previously setting up a Donor Advised Fund, they also wanted to transition into creating their own philanthropic foundation.  After going through our Saving, Investing & Philanthropy Program for Kids and Young Adults, their children were able to receive the guidance they needed in a way they appreciated.  They even created a philanthropic vision board together and are living their best life!

Bruce T. was a successful marketing exec with over 30 years of experience. He had been recently laid off and was thinking about the next chapter in his life.  After going through our Career Confidence Accelerator Program, we had discovered that he wanted to transition to an entirely different field of financial services.  Our experts helped him to gain clarity around the requirements and challenges of this new endeavor, We helped him update his LinkedIn profile while sharpening his skills around resume preparation, networking techniques and mock interviews.  We were in this case even able to help him find a position with an RIA that was willing to sponsor his licenses.  Bruce is happy with his new career path and is living his best life!