What do you want to celebrate in your life and business New Year's Eve 2020 and beyond?

If you want to build a successful business that makes a difference...and have a life...but find it challenging to do all three at the same time, check out my one-day retreat, Visioning and Planning from the Inside Out.

The retreat will help you get centered and align your big-picture vision and actions with what matters most--personally and in your business. Reflecting on what you truly want and what could be, rather than what is, will inspire you and mobilize your energy in ways you simply can't force.

Does this sound like you?

  • Integrity is a core value but you're better at honoring your commitments to others than yourself.  Making time to get centered will help you reconnect with what you want and to re-shape your business to support your life.

  • Your business is doing OK but you're feeling called to step up to a new level. Putting words to your emerging vision is crucial in formulating a game plan that turns obstacles into opportunities.

  • You feel like you should be able to do it on your own. At the same time, you're tired of feeling isolated. The retreat provides a creative and collaborative, step by step process that makes creating your vision and plans easy and fun!

  • You are at a crossroads in your life and work. You've experienced or are anticipating a shift in some area of your life or business that has caused you to step back and ask yourself who am I now, what do I want, what difference am I here to make.

  • Financial stress is taking a toll and you realize that just focusing on making more money isn't getting the results you want.  Having a vision and written plan that include your needs gives purpose to financial targets and dramatically increase the odds of your success. 

You don't have to do it alone!

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. 

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  

When: TBD

Small Group: Retreat is limited to only 8 participants

Includes: A 40+ page workbook

Where: Virtual

Early Bird Fee: TBD

 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