Content Provider
Middlebanner franko06122024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
How To Take Control of Your Mental Health


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 23, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPersonal Development
Course LevelBasic
Course Description

If you’re like most people in the CPA and finance profession, 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 vital 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 but you're not sure how to get out of your current cycle.

In the fast-paced, high-pressure world of accounting and finance, we often find ourselves in a relentless cycle that leaves little room for personal well-being. We understand that it is critical for professionals like you to excel in your career without sacrificing health and relationships. This webinar will guide you through an insightful journey to break the chains and thrive personally and professionally.

Learning Objectives:

  • Recognize what increases anxiety that may not be obvious so that you can intentionally manage it 

  • Identify a framework you can use to take back your life 

  • Design your days, one step at a time

Not logged

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.

About Our Presenter

Do you want to...
  • live life truer to yourself?
  • be more fulfilled in your relationships and your work?
  • create your day rather than letting it run you?
  • find peace regardless of the circumstances surrounding you?

We often have desires floating in our heads for months or years without pursuing them.

Imagine the joy of being fully awake to life and having the understanding for your life’s purpose and how to bring it alive.

With life planning and coaching, you get clear on your vision for all areas of your life and you have the support you need to take authentic action forward.