How To Create and Execute The Vision You Have For Your Financial Coaching Business – And Life
I take my job as the CEO of my company very seriously. But it took me a while to fully step into this role because imposter syndrome is a bitch.
But the thing is, if you’re running a business of any kind, no matter the size, you too are a CEO.
One of the things that helped me step into my CEO-ness was holding regular CEO Retreats for myself.
I held my first CEO retreat back in May 2021 because I needed the time and space to think
My head felt full. I had more thoughts than I could sort through and more tasks on my plate than I could tackle in a day. I desperately needed time to think and not do.
So I booked a hotel room not too far from my house and took off for two days for my very first CEO Retreat.
But I did so with some guilt and skepticism.
At the time, I was connected to the idea that productivity was tied to the number of items I checked off my to-do list. The more tasks I accomplished, the more productive I was. And thinking time felt unproductive.
What could I really accomplish from thinking for two days?
Not to mention, I was leaving my husband alone to solo-parent for the weekend, so go ahead and throw in a heap of mom-guilt on top of everything I was feeling as well.
I couldn’t tell anyone why this retreat was necessary or even what I knew I would walk away with. I just felt like I needed to think. I was getting to a stage of business where I needed to become more strategic and had to think bigger and deeper for longer periods of time.
And my suspicions were right.
That weekend provided the clarity and direction I needed. I went home and started making changes to my life and business right away.
These retreats have now become a fundamental part of my business and the way I operate it.
I hold my own CEO retreat at least once a quarter. And the thing I love about them most is that they always reveal something new. They provide insights into what I want out of my life and business, clarity around what I need to get to the next step, awareness around the things I’m tolerating, and confirmation of the things that are holding me back.
A CEO retreat is not like a mini course. It’s not an annual planning exercise. It’s so much more. It’s the deep, grounded work that CEOs who run successful businesses do to move things forward.
You’re not planning weeks or even months. You’re creating a vision.
And it’s the kind of work that is really hard to do on your own if you’ve never done it before.
But it’s also the kind of exercise that once you’ve done it, you can do it time and time again.
We held a Virtual CEO Retreat for all of the Mastermind coacheslast fall, and it blew their minds and shattered their expectations for what a CEO Retreat was and what they could accomplish.
Join Me For The Financial Coach Academy 2022 Virtual CEO Retreat
Why am I telling you all this?
Because we’re hosting another Virtual CEO Retreat at the end of the month, and we’re opening it up to non-Mastermind coaches for the first time!
The next Virtual CEO Retreat will be on Sept. 29 and 30th, and you are invited.
If you’ve been feeling stuck, if you’ve been wanting more out of your life and business, if you’ve felt like you need time to think and not do, this retreat is for you.
You don’t have to come to it with a pre-conceived notion of what you want to work on. In fact, I tell the Mastermind coaches to go into the weekend with no idea of what they want to gain from it. The process and work during the weekend is meant to uncover what it is that’s bothering you most or holding you back, and what you actually need to do to fix it.
This retreat is great for coaches who:
want clarity around what they want and don’t want in their business
need to understand what is working and what is not
want to take action in their life and business by discovering their drive and purpose
feel like there’s something standing in their way but they can’t put their finger on it
are open to making real changes, personally and professionally
get excited about the idea of spending two full days doing self-reflection and journaling exercises
wishes they had a repeatable process for how to do big, thinking work
are ready to lean into the very heart of what their business really is and what they want it to be – not just now, but in the future
The ultimate goal?
Creating a vision for your business and your life that leaves you feeling more fulfilled in both.
Details About The Financial Coach Academy 2022 Virtual CEO Retreat
The retreat is virtual, so it will all be facilitated online. You will work from the comfort of wherever you work best or are most inspired.
Sept. 29th and 30th, going from roughly 7 a.m. to 3:30 p.m. AZ time both days.
How it Works:
You’ll log into the virtual event both mornings. I will kick things off, set the tone for the day, and will facilitate the day’s exercises. You’ll have time where you’ll work through exercises on your own but also at minimum 5 hours of working time with me throughout the two days.
What You Need:
Not a lot! Because a lot of the “work” is deep thought and journaling work, you need something to write in and something to write with. That’s it!
The space you work from is important though. You’ll want to ideally be in a place where you won’t be distracted or interrupted. Coaches before have rented spaces, gone to a hotel, or set very clear boundaries with their family to make that happen. So work from wherever you want, but make sure it’s a distraction-free space.
What You Get:
A clear vision of what your your business or your life needs and how to take action to work toward that vision. You’ll also get the same process I use for my own CEO Retreats so you can do these on your own, once a quarter, once a year, or as often as you’d like.
$997 – Must register by Sept. 28th. Only 20 spots available!
If you have questions about the CEO retreat, please leave them in the comments below. Or check out and join the Financial Coaches Unite Group. I’ll be talking about this retreat over there a few times before this kicks off on the 29th. Registration closes on September 28th!
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