If you’re like most CPAs and advisors, you tend to put work above everything else. You want to be your best, but your long list of responsibilities can be all-consuming. Because of this, you may find that other important areas of your life like your health and relationships are taking a back seat. You’re getting to a point where you’re thinking, I don’t want to do it this way anymore.
Join this valuable session for actions and strategies to take control of your stress.
Andrea was going along in life with a loving family, good friends, a home that filled her with peace, and a dog she adored. She had fulfilling work with a 20+ year career as a CPA financial planner and had the pleasure of working with people from all walks of life. Then, something shocking happened. Without warning, someone she was deeply connected with passed away suddenly at the age of 53. Her world was shaken apart.
The shock of unexpected loss made her want to know more about her purpose and live a more meaningful life. The realization hit her: for the most part, she had been working her life away; sometimes driven by passion and sometimes by a desire to meet the standards and expectations of others. Looking back, she realizes that this gave her a great escape to avoid getting out of her comfort zone and taking risks in other areas of her life.
It was time for something more, so she embarked on a deep dive with enriching books, master teachers, and enlightening people who were seeking purpose, meaning, and intention in their lives. She found the Kinder Institute of Life Planning, where she learned how to create a compelling life plan for herself and others while earning the Registered Life Planner (RLP®) credential. She also honed her coaching skills and received a credential through the Fearless Living Institute and continued the pursuit of lifelong learning with the Academy for Coaching Excellence. She has also studied with the Financial Transitionist Institute to support clients in transition, couples, and families.
As a result of her exploration and learning, she has more joy in life and has learned to feel fear and do it anyway, giving her the courage to take the leap to create her passion business. Self-care and health are now integrated into her daily life. She has deeper and closer relationships with the people important to her (including her dog), and is more focused on enjoying the present moment.
Now, with clear and renewed meaning, she helps clients fulfill their own life goals by helping them align their money, time, and energy with their purpose. Often, this involves helping them overcome the things (sometimes themselves) that keep them from bringing their life’s vision to fruition. She walks the talk in her own life and alongside them in the coaching process.