pivot and iterate
Allow your Self to pivot and iterate your way toward your Authentic Life.
From experience, I have learned that it is ok to change direction and try again in a slightly different way—especially professionally. Through the pivots and iterations, you end up finding exactly where you are supposed to be.
Let’s take a quick look:
launch my firm with a barbell approach helping young professionals and retirees.
create a new relationship for entrepreneurs that starts with personal planning, moved to business planning, and ended with branding and marketing to help business grow.
explore being the advisor to other financial advisors.
explore working with creatives.
commit to life planning.
expand to creative entrepreneurs.
declare three ideal clients for life planning and coaching: creative entrepreneurs, successful but unfulfilled, and second generation wealth.
collaborate with family offices to help next generation through life planning and coaching.
help athletes perform better on the court by connecting with Authentic Self and plan for life beyond the game.
help individuals with a once-in-a-lifetime opportunity and feel the weight of getting it right (athletes and next generation wealth).
I’m sure there were some other pivots along the way that I’ve forgotten. Some of these were short-lived, while others lasted for a while. Yet each moved me closer to where I am today, the clearest and most focused I have ever been. In finance, you are encouraged to find a niche, and it took me almost eleven years to find my niche—the niche I’ve had until now was “people I enjoy being around,” and I have to say I nailed that niche because I love the clients I have been working with for years. And it’s exciting to know who I’ll be working with in the future as new clients.
If I had worried about what others thought about my changing/evolving focus, I would not be here today. And the Universe is confirming that I’m where I’m supposed to be with the momentum I have, working in coordination with a family office and the serendipitous connections I’m making in the athlete space.
The Pursuit is about the experiences, and each experience brings you closer to where you are supposed to be. How long it will take is unknown and probably depends on your ability to learn what you are supposed to learn.
Don’t be surprised if people tell you to focus or stay on the path you’re on, or that you are wasting your time. Don’t dismiss the feedback you are getting, but also don’t take it to heart. Instead, listen to your heart and trust it.
After eleven years of pivoting, iterating, and evolving, it’s exciting to think about the possibilities ahead of me and where I am taking my work in the future.
See you tomorrow and keep pursuing,
JC
🦅 Some ways I might be able to help you live your authentic life:
🤝 One-on-Ones Let's hop on Zoom to do a guided meditation, a creative brainstorming session, or an overcoming an obstacle session.
💸 AlignedLife+ A unique relationship offered at Santiago that combines life planning, financial planning and advice, and ongoing coaching to help you discover your authentic life, design a plan to bring that life to your reality, and support to help you evolve with the evolution of your authentic life. Learn more here.
