YOU’RE APPROACHING YOUR “GOLDEN YEARS,” AND YOU HAVEN’T MADE A PLAN FOR YOUR BUSINESS. WHAT IS YOUR PLAN FOR YOUR RETIREMENT? WHAT KIND OF LIFE DO YOU WANT TO LIVE?
Hold or Fold?™ is a proprietary program that initiates succession planning using the psychological-based Holding or Folding?™ questionnaire for you, the advisor, to understand where you are "at" personally and professionally, along with what retirement looks like, while considering your current realities.
By the end of our first session, you will have a solid foundation to start crafting your succession plan utilizing the P.S Life Planner™. With subsequent quarterly meetings, Lauren will help facilitate your succession plan's completion, implementation and maintenance.
Utilizing the Point.Shift™ methodologies and tools, collaborating with Lauren, help create the life you want for your today’s and tomorrow’s by controlling what happens to you, your clients, and your business.
For pricing and booking inquiries reach out and let's talk! The first 30 mins are free!
The not-so-fine print:
These sessions are not Psychotherapy sessions and should not be confused as such. If you are experiencing mental health issues or need someone to talk to, please contact your family doctor for assistance.