Sound Familiar?



Work has you depleted and craving change but you don’t see the pathway to getting off the treadmill



Writing a novel, starting a business, or taking an amazing trip are a few of the ambitions on your ever-growing bucket list



You’re making good money, but somehow feel like you still can’t afford to do the things that are most important to you

As we venture through our lives, it’s easy to follow the path paved by past generations: climb the career ladder, work until you’re 65, then retire. The truth is that, rather than being a road to success, this is a way to go through the motions on autopilot. It too often leads us to an inflection point where we realize we’re stuck in a rut and our real ambitions got lost somewhere along the way.


You work hard to earn a living— you should enjoy greater Freedom and Happiness too, right?!?

Living life to the fullest requires making our own choices before someone else makes them for us. Yet, our spending usually doesn’t reflect what we say is most important.

Motivated by the power of doing what matters, we created a better way to align personal finances with the freedom to pursue greater meaning and happiness. Then, we organized it all into an easy to implement system that gives real meaning to work-life balance and supports more rewarding relationships with the people and places around you.


We help You launch a slump-busting mini-retirement to Beat midlife Burnout

Sign-Up for a FREE 15-minute introduction to our mini-retirement kick-off coaching! 👉

Our personalized workshop provides practical, actionable strategies that help you go wonder-fully outside your ordinary routine and chart the best financial path for you to get there.

Interested but not ready to commit? Learn if this 4-month program is right for you with an introduction call where we'll talk 1:1 about your specific goals and challenges and answer any questions you have.

Name *

For change-seekers ready to transform the 9-to-5 grind

If you’re a mid-career professional or achievement-oriented head of household, and you’re serious about making a change in your life to pursue something more rewarding, this program may be for you.

We help balance money, meaning, and happiness by creating the structure and accountability you need to follow through on your dreams.

This is not a conventional model to budgeting

Those who are looking for cookie-cutter ways to optimize your budget or highly technical tactics to shelter your assets, you won’t find what you want here.

This is a personal, challenging and sometimes messy process of deciding what’s most important for your limited resources and committing to doing things differently.


Motivation is a muscle that gets stronger the more you use it

As your accountability partners helping you to launch your mini-retirement, we walk you through the systems we’ve proven work for ordinary people who want to do something extraordinary today. We know because we use them! These are the tools we’ve tested and improved through our experiences taking extended time away from traditional work to pursue our passions, capitalize on mission-driven career changes, and connect with greater meaning and happiness in our lives.

Individuality is essential. So, we take a collaborative approach without being judgmental of others’ goals or capabilities. Why? Because we’ve been through this ourselves, and we understand the stress and anxiety of struggling to find a meaningful work-life balance that works.

This 4-month mini-retirement coaching program is designed to help you develop goals-based lifestyle and financial clarity so you can make decisions with confidence. In the process, you’ll get to the heart of what’s in your heart and translate that to financial fitness and greater wellbeing.


Each month is dedicated to achieving a specific milestone, tailored to your needs:

Month 1

mini-retirement blueprint

personalized goal-setting framework to align your time and money with your interests and values
Month 2

idea to launch execution plan

breakdown goals into manageable steps that account for common obstacles and personal finances
Month 3

automation for goal achievement

set-up tools that make goal-tracking and cash flow management simply part of your lifestyle
Month 4

mini-retirement lifestyle hacks

ease financial stress with habits and methods that stretch your money further



accountability partnership

judgement-free motivation via routine check-ins and nurturing positive mindset

Every month of 1:1 coaching includes

  • Two 60-minute calls

  • Action items to help you stay on track to achieve your goals

  • Phone and email check-ins as needed

  • Judgement free communication and feedback

Make an investment that will change your life forever

Let's work together to forge a new path to rejuvenation and happiness, starting with your first mini-retirement!

$2997 or 4 payments of $775

Still not sure? Here’s a recap of some of what we’ll cover:

  • Formulating your personalized mini-retirement goals

  • Establishing timelines and financial targets for your goals

  • Tracking goals progress with simple and fun-to-use tools

  • Choosing the right technology to make your financial and goals management (mostly) effortless

  • Forming a healthy money mindset that enables you to achieve your goals faster

  • Creating accountability that keeps you on track

  • Methods for cash flow management that removes day-to-day decision fatigue

  • Financial hacks to boost your savings rate and extend your time outside of the workforce

  • A repeatable mini-retirement process that can help you create and transition to the lifestyle you desire for the long-term


Book a call to find out more 👇

Our personalized workshop provides practical, actionable strategies that help you go wonder-fully outside your ordinary routine and chart the best path to get there.