Turning Point
Discernment support for pivotal life choices
Clarity when you need it most
Are you facing a pivotal choice that keeps you up at night? Feeling stuck between obligations and opportunities, between your head and your heart? Unsure how to move forward with clarify, resolve, and peace of mind?
The Turning Point retreat guides you through this critical moment. It creates space to reconnect with your deepest desires, acknowledge your obstacles, and make a clear decision that leads to action.
Confidence to walk your path
In the fast-paced, high-stakes context of wealth, important decisions can feel overwhelming. Competing priorities, external pressures, and inner conflicts can cloud your judgment and sap your energy.
But what if you could step back, reconnect with your true self, and gain clarity to chart a course that energizes and inspires you?
That’s the power of Turning Point.
- Clarify your core needs, ideal future, and decision-making drivers
- Cultivate self-compassion to integrate conflicting perspectives
- Resolve obstacles that have been holding you back
- Develop a plan to turn your decision into meaningful change
A refuge for discernment
The Turning Point retreat creates space to slow down, go inward, and access your deepest wisdom. Away from the noise and pressures of daily life, you’re supported by a Certified Mindfulness, Somatic, and Wellness Coach whose expertise is catalytic change and personal growth.
The retreat format is adapted to fit your demanding schedule. Options include an intensive, 2-day experience or a more spacious 1-, 3-, or 6-month process.
Each format includes the following four steps.
Step 1
Clearing, Grounding, and Truth-Telling
- Clearing: Externalizing pent-up thoughts, feelings, and concerns.
- Grounding: Connecting with values, purpose, and inner wisdom.
- Truth Telling: Uncovering deepest needs, desires, and obstacles with honesty and vulnerability.
Step 2
A Dynamic Vision
- Envisioning: Imagining an ideal outcome of inner and outer alignment.
- Exploring: Creatively drafting scenarios to gain a clear, vivid vision.
- Energizing: Animating the emerging vision with practices that access the energy needed for follow-through.
Step 3
Breakthrough in the Contradictions
- Empathizing: Cultivating self-compassion to explore internal conflicts and contradictions.
- Acknowledging: Seeing the hidden value of concerns, fears, and doubts.
- Synthesizing: Integrating conflicting perspectives to reveal new possibility.
Step 4
Decision Time
- Intention setting: Articulating breakthrough insights and intentions.
- Resolving: Making a clear, confident decision that supports alignment, fulfillment, and responsibility.
- Planning: Drafting clear action steps to implement the decision.
Your Turning Point awaits
The crossroads you’re facing may feel daunting, but it also represents a profound opportunity for growth, fulfillment, and positive change. You are creative, resourceful and whole. With the right support and process, you can transform this critical moment into your Turning Point.
Sample Turning Points
Life Transitions
- Navigating a major life change or crisis
- Redefining your identity and purpose after retirement
- Addressing a health challenge or mortality awareness
- Exploring new passions, hobbies, or lifestyle changes
- Seeking greater work-life balance and fulfillment
Relationships and Family
- Strengthening connections with your spouse or partner
- Navigating complex family dynamics, conflicts, and communication
- Involving children and grandchildren in wealth planning
- Fostering a positive legacy for future generations
- Balancing personal needs with family obligations
Business and Wealth Management
- Business succession planning and exit strategies
- Intergenerational wealth transfer considerations
- Navigating complex family dynamics
- Conflicts among and with supporting staff
- Prenuptial and postnuptial agreements
- Education planning for children and grandchildren
- Family governance and decision-making structures
Purpose and Meaning
- Defining core values and life purpose
- Aligning work and career with your passions
- Transitioning from one career to a new chapter
- Exploring creative outlets and personal development
- Integrating spirituality, mindfulness, or wellness practices
Philanthropy and Legacy
- Identifying philanthropic priorities and focus areas
- Engaging the next generation in your giving strategies
- Leveraging your wealth to drive social impact
- Defining your lasting legacy and how you want to be remembered
Personal Growth and Wellbeing
- Cultivating self-awareness and emotional intelligence
- Developing more authentic and meaningful relationships
- Overcoming limiting beliefs or unhealthy patterns
- Deepening mental, physical, and spiritual health