Are you an entrepreneurial creative—someone who brings creativity to whatever you’re doing? Do you want to make a bigger difference, make more money, and have a life...but find it challenging to do all three at the same time?!

Making a difference, making a profit, and having a life is a worthy challenge that requires a visionary approach that activates your creativity, grounds you in financial reality, and catalyzes strategic action. 

Stepping back, unplugging, and getting centered will help you align your big-picture vision with what truly matters. It’s an opportunity to give form and structure to intuitive ideas that won’t go away. With this clarity, you can proactively set goals and priorities, make better decisions, and take action that leads to new levels of impact, profitability, and happiness.

If you're like most of my clients...

  • It's challenging for you to do visioning and planning on your own

  • You're hungry for connection and creative collaboration

  • You want a road map for taking your business to the next level

  • You have a lot of good ideas and aren't sure which ones to act on

  • Financial stress, self-doubt, and overwhelm are holding you back

  • You value an intuitive approach and building your business and financial skills

You don't have to do it alone!

Give yourself the gift of a visioning and planning retreat. 


  • Having an inspiring big-picture vision that mobilizes your energy

  • Defining strategic goals and committed action plans that help you focus

  • Clarifying personal financial goals and revenue targets

  • Getting out of isolation and collaborating with like-minded entrepreneurs

  • Making better decisions, maximizing opportunities, and solving problems

  • Shifting limiting beliefs, thoughts, and behaviors that help you move forward with greater confidence and conviction

  • Dramatically increasing the odds of your success by developing a written plan

Retreat Dates  

Tuesday, November 13th, 9:45 a.m. to 5 p.m.
OR Saturday, December 1st, 9:45 a.m. to 5 p.m.

Small Group: Retreat is limited to only 8 participants - Register now to claim your seat!

Includes: A 40+ page workbook

Where: Marin County (details provided upon registration)

Retreat Fee: $297 

Register for November 13th

Register for December 1st

 What you can expect...

  • Time and space for mindfulness and reflection

  • A structured, professionally guided, step by step visioning and planning process

  • A convenient, beautiful, confidential retreat-like setting

  • A small, confidential intimate group

  • To leave the retreat feeling focused & fired up!

  • The opportunity to explore if an ongoing peer advisory group is a good fit for you