“Inaction breeds doubt and fear.  Action breeds confidence and courage.
If you want to conquer fear, do not sit and think about it.  Go out and get busy.”

Dale Carnegie.

ABOUT LAURIE

My mission is to guide and nurture a successful and fruitful succession experience for both advisory firm founders and their successors by focusing on legacy, leadership and connection.

About Laurie

I’ve been exactly where you are.

As both a former “NexGen” professional and owner, I experienced the highs, lows and loneliness while building and exiting an independent investment firm.

The frustration, uncertainty and anxiety I felt leading up to my exit was rooted in a lack of transparent communication, not having a clear strategy for succession and, fear, “What the heck will I do next?”

Getting clear on my WIN—I was READY to do something else—freed me up to make it happen.

Now, as a Certified Professional Coach and Registered Life Planner, I love to help others do the same.

 

What can you expect from a coach with deep roots in business and money management, a life-long fascination with what makes people tick and countless hours of coaching training.

Smart, hear-felt encouragement and a healthy dose of strategy.

We will explore what your vision for your business – and life- can look like and create a smart strategy to transition you into your next chapter feeling energized and purposeful…free from business as usual.

  • I bring 30 years of experience to my work.  My roles included
    • CPA/bank auditor 
    • 20 + years as a Managing Partner in money management firm
  • Following the successful sale of that business, I followed my passion for working with professionals becoming a 
    • Certified Professional Coach and
    • Registered Life Planner (RLP) with the Kinder Institute of Life Planning

I’m thrilled to be able to support my clients in firing up their vision for an inspired next chapter!

Are You Ready?

If you too are longing to try something new

Let’s talk!

Contact me here for a complimentary Breakthrough Next Chapter Discovery session!

Testimonials

  • Laurie has helped me find meaning and purpose to what I do. She has taught me how to use my core values to make decisions; and to not make decisions out of fear or because I ‘should’. Through this process Laurie has helped me discover who I am and where I am going; it’s quite powerful, really. I am aware, now, of the freedom I have to choose and to change; freedom I didn’t really recognize before Laurie’s coaching. With Laurie’s help, I have created a personal mission statement. It unraveled for me a very definite path that helped me recognize why I do what I do and what energizes me - Laurie will call this ‘this juice of life’. So eye opening and enlightening!

    Sue B. Minneapolis

  • “We appreciate you and your investment of energy into us. I have personally benefited very much from your training, motivation and guidance. This next year is going to be fantastic and I’m glad to have you a part of it!”

    Steve Pollock Owner/CEO, Reason Financial

  • “2017 was a great year and 2018 is off to an encouraging start—a lot of this a result of your strategic coaching. I look forward to continuing to work with you.”

    Sean Storck Owner, Reason Financial

Laurie’s Areas of Specialization

Career– Refresh, Re-imagine, Re-invent

Succession and Exit Planning – for Financial Professionals & Entrepreneurs

Personal Power–Mind, Money & Moxie

Laurie’s Bookshelf!