You’ve done the work.

Now bring the work to your clients.

Integration.

Discover It.

You know it—financial advice is evolving. The future isn’t just about portfolios and projections; it’s about people.
Whether you’ve been trained in Kinder’s EVOKE®, Anya’s Integrated Wealth Advisor, Money Quotient, or another life-centered approach, you’ve glimpsed a new way forward—one where human connection leads the planning process.
This is the beginning of alignment: where your calling as a guide meets your clients’ desire for meaning. You’re not just a financial advisor anymore. You’re early to a movement that puts life at the center of money conversations.
And that changes everything.
Learn It.

You’ve done the work—you completed the training. You’ve learned a proven process to help clients uncover what truly matters and align their money with their lives.
You know how to lead meaningful conversations. You’ve seen what happens when clients feel heard, understood, and inspired.
This phase was foundational.
You didn’t just learn a process—you learned a new way of being with your clients.
Here, you begin the real shift—from technician to trusted guide.
From advice-giver to life planner.
But knowledge alone isn’t transformation.
Implement It.

You’ve done the training. You believe in the process. Now it’s time to bring it to life.
This is where many advisors get stuck—not because they don’t care, but because shifting from knowledge to action requires intention, support, and sometimes a little courage.
Implementation is about building the bridge between inspiration and integration. It’s about taking the tools, frameworks, and mindset you’ve learned and embedding them into the rhythm of your practice.
You’ll refine your client experience.
You’ll practice new conversations.
You’ll make space for what matters most—your client’s story.
You don’t have to figure it out alone.
Implementation isn’t about perfection—it’s about alignment.
One step at a time, we make this real.

Let's Talk

After dozens of conversations with advisors, I kept hearing the same thing:

“I believe in life planning, but I just don’t know how to bring it to my practice.”

You've done the training, and you’re lit up by the idea of deeper client conversations.

But questions remain:

How do I introduce this to existing clients?
What should my service model look like?
How do I price it?
What tech supports it?
How do I share this with the world?

I’ve been there.

I’ve wrestled with those same questions—and I’ve reimagined my entire business around the answers.

Now, I help other advisors do the same—through a process rooted in the very principles of life planning itself.

Over five intentional meetings, we’ll explore how this work fits YOU—your clients, your style, your business. Together, we’ll design a strategy that feels natural, aligned, and actionable.

You’ve invested the time, energy, and heart into learning this. Let’s make sure you bring it to life.

- Justin

Let's Get Started