meldingmoney&meaning
coaching program
 

HOW WILL YOU CREATE A TRULY EXCITING AND SATISFYING LIFE for the 20-35 years of what used to be called “retirement”?

Entering the next half of your life is about opening up to the possibility of re-inventing yourself and living a life you love, free from the constraints of the previous stages.

Our effective process is especially designed for those planning for what used to be called “retirement” or for those who have already left their former employment and are currently grappling with the “now what” stage.

This personalized, five-step coaching program helps you ignite your sense of vitality, aliveness and meaning.

WISDOM+MONEY is designed to:
  • EXPLORE your hopes and visions
  • CLARIFY & articulate your dreams
  • APPLY the wisdom you have gathered
  • IDENTIFY your current obstacles
  • BRAINSTORM creative and effective solutions
  • CRAFT a wisdom-filed action plan to present to your financial advisor
  • MELD money & meaning to create your new, compelling future

Make Your Wisdom Work For You

Sandy Travis works with you to create a realistic plan of action that fully blends your dreams and your wisdom. This renewed sense of purpose is then grounded in sound financial planning and support with your own trusted financial advisor.

Sandy has successfully re-invented herself several times and brings the credibility and wisdom gained from these transitions into her work with you. In addition, she has coached over 350 clients in discovering their life purpose in an accelerated Living your Vision® process tied to specific action plans.

WISDOM+MONEYstages
the meldingmoney&meaning coaching program

STEP 1:
EXPLORING (complimentary one hour consultation)
 

• What are your hopes and visions for your new life?
• What would you like to get out of WISDOM+MONEY?
STEP 2:
VISIONING (4-5 hours)
 

• Clarify, articulate & document your dreams (wild ones too!)
• Embrace and integrate the wisdom you have gathered
   through your life
• Create your compelling vision of an achievable future that
   inspires you and gives you meaning
STEP 3:
CREATING OPTIONS (2-3 hours)
 

• Identify anything that might delay or interfere with your
   envisioned dreams
• Develop alternative scenarios and creative options to
   address the issues
• Brainstorm creative and effective solutions to make
   your dreams happen
STEP 4:
ACTION PLANNING (1-2 hours)
 

• Pull it all together as written goals to share with
   your financial advisor
STEP 5:
INTEGRATING: WISDOM+MONEY (with advisor)
 

• Present your action plan to your trusted financial advisor
• Partner with your advisor to make it all happen
   the way you want
STEP 6:
ON-GOING COACHING (optional)
 

• Keep your dreams on track as life takes its twists and turns

 

These stages are inspired by Sandy’s own work with individual and corporate visioning and George Kinder's method of "lighting the torch".

 

CALL 206.817.8757 TO SCHEDULE
YOUR COMPLIMENTARY ONE HOUR CONSULTATION

 

 

explore more wisdomworks services

 

If you and your organization are ready to move into a new understanding of the challenges and leading edge opportunities you currently face, these powerful, transformative services are for you.

 
   executiveignition

 

experience personalized leadership development
find out how >>>

 
   negotiationcoaching

 

generate creative options on tough, persistent issues
find out how >>>

 
   ideaspark

 

break through that tough problem
find out how >>>

 
   retreatfacilitation

 

spark new levels of insight & collaboration
find out how >>>

 

 

HOME
ABOUT
SERVICES
APPRECIATION
EVENTS
RESOURCES
FAQ
CONTACT


cell:

 206.817.8757
email: sandy@wisdomworksconsulting.com

mail:

po box 3010
hilltop station
virginia beach, va 23454

all content © wisdomworks consulting llc

 

webworks by BRAUTIGAM DESIGN

 

 

“There are two ways to live your life. One is as though nothing is a miracle, the other is as though everything is a miracle.”

—Albert Einstein

 

 

 

 

 

“Don’t ask yourself what the world needs.  Ask yourself what makes you come alive and then go do that. Because what the world needs is people that have come alive.”

—Harold Thurman Whitman

 

 

 

 

 

 

“You've got to fall in love with your future.”

—George Burns

 

 

 

 

 

 

“We make a living by what we get.  We make a life by what we give. ”

—Sir Winston Churchill