Dare to Make
Your Biggest Impact
Dare to Make
Your Biggest Impact
Dare to Make
Your Biggest Impact
Whether you’re training your advisors to be the best they can be or creating presentations for end-clients, I bring my unique experience and perspective to create effective programs for financial services companies.
With a career as a top-performing financial advisor for more than 25 years, I know first-hand what it takes to be successful. I’ve trained thousands of advisors to amplify their success, strengthen their presentations, grow their incomes, and work effectively with their diverse client base.
I’ve designed client education programs that are being delivered around the globe by financial services professionals. With several customizable options to choose from, we’ll build the consulting package that helps you reach your organization’s unique goals.
Whether you’re training your advisors to be the best they can be or creating presentations for end-clients, I bring my unique experience and perspective to create effective programs for financial services companies.
With a career as a top-performing financial advisor for more than 25 years, I know first-hand what it takes to be successful. I’ve trained thousands of advisors to amplify their success, strengthen their presentations, grow their incomes, and work effectively with their diverse client base.
I’ve designed client education programs that are being delivered around the globe by financial services professionals. With several customizable options to choose from, we’ll build the consulting package that helps you reach your organization’s unique goals.
Messages From Money
Being good with money in your personal life and in your business means much more than budgets and investment allocations. Once you know that prosperity is inextricably linked to your thoughts, feelings, experiences, and relationship with money, the results are outstanding.
I blended my 25+ years of experience as a financial advisor with my own intuitive abilities. When working with clients, I was able to accurately predict their financial outcomes without even looking at their projections.
This showed me it was time to dig into my gifts. I’ve now counseled hundreds of clients on their Messages from Money, sharing with them the unique lessons Money has for them that transform their lives.
Imagine you could have a conversation with your Money:
- What if you could get an inside look at your life from Money’s perspective?
- What if you could learn what Money really wants for you?
- What if you understood where Money thinks you could focus and grow?
- What if you better understood how to create the financial life you are meant for?
Think of how clear and confident you would feel. How inspired your financial decisions could be.
A common theme emerged with my clients following our Messages from Money sessions. After our meetings, I’d hear clients say over and over, “I feel so much better.” After our meetings clients report results including raising their fees and bringing in more business, eliminating stress about their money, having windfalls come their way, and increased clarity on their business plans.
These were clues that I was on to something reassuring and valuable. I have the unique ability to intuitively know what people need to focus on, think about, and take action on to enhance their relationship with money. During a one-hour session, you can learn what Money has to share with you.
Messages From Money
Being good with money in your personal life and in your business means much more than budgets and investment allocations. Once you know that prosperity is inextricably linked to your thoughts, feelings, experiences, and relationship with money, the results are outstanding.
I blended my 25+ years of experience as a financial advisor with my own intuitive abilities. When working with clients, I was able to accurately predict their financial outcomes without even looking at their projections.
This showed me it was time to dig into my gifts. I’ve now counseled hundreds of clients on their Messages from Money, sharing with them the unique lessons Money has for them that transform their lives.
Imagine you could have a conversation with your Money:
- What if you could get an inside look at your life from Money’s perspective?
- What if you could learn what Money really wants for you?
- What if you understood where Money thinks you could focus and grow?
- What if you better understood how to create the financial life you are meant for?
Think of how clear and confident you would feel. How inspired your financial decisions could be.
A common theme emerged with my clients following our Messages from Money sessions. After our meetings, I’d hear clients say over and over, “I feel so much better.” After our meetings clients report results including raising their fees and bringing in more business, eliminating stress about their money, having windfalls come their way, and increased clarity on their business plans.
These were clues that I was on to something reassuring and valuable. I have the unique ability to intuitively know what people need to focus on, think about, and take action on to enhance their relationship with money. During a one-hour session, you can learn what Money has to share with you.
Personalized Prosperity Experiences
Looking for financial education and transformation for yourself or your family? Ellen creates personalized learning experiences to meet your unique goals.
During this one-day interactive process, you’ll create compelling customized Prosperity Pictures and Purpose Maps. These tools help to clarify previously unexplored goals, and identify areas of true passion and meaning. We’ll then discuss how to put personal financial planning strategies in place in a private, confidential setting.
This program is ideal for families sharing their wealth with the next generation and individuals who want to gain more meaning from their money.
Personalized Prosperity Experiences
Looking for financial education and transformation for yourself or your family? Ellen creates personalized learning experiences to meet your unique goals.
During this one-day interactive process, you’ll create compelling customized Prosperity Pictures and Purpose Maps. These tools help to clarify previously unexplored goals, and identify areas of true passion and meaning. We’ll then discuss how to put personal financial planning strategies in place in a private, confidential setting.
This program is ideal for families sharing their wealth with the next generation and individuals who want to gain more meaning from their money.
Prosperity Workshops
For those looking to take a deeper dive into what prosperity means and looks like in action, join me for this day-long prosperity workshop. You’ll leverage my valuable experience as a Certified Financial Planning professional and my knowledge of what actually works for creating a prosperous life, managing your money well, and turning your vision into reality.
I’ll guide your group through the hands-on processes that will build your expertise and skill around creating prosperity. You’ll also learn how to develop a healthy abundance mindset, better money management skills, and increased clarity on how to use money as a force for doing good.
Workshop participants will walk away with:
- A Prosperity Picture that becomes their personal visual financial plan
- The skills to shift from scarcity to abundance thinking
- A financial planning blueprint to support action in the areas of your personal finances that need attention
- And a prosperity purpose map to guide you in future decisions
Prosperity Workshops are ideal for organizations committed to developing prosperous workforces and associations motivated to help their members achieve life-time success.
Prosperity Workshops
For those looking to take a deeper dive into what prosperity means and looks like in action, join me for this day-long prosperity workshop. You’ll leverage my valuable experience as a Certified Financial Planning professional and my knowledge of what actually works for creating a prosperous life, managing your money well, and turning your vision into reality.
I’ll guide your group through the hands-on processes that will build your expertise and skill around creating prosperity. You’ll also learn how to develop a healthy abundance mindset, better money management skills, and increased clarity on how to use money as a force for doing good.
Workshop participants will walk away with:
- A Prosperity Picture that becomes their personal visual financial plan
- The skills to shift from scarcity to abundance thinking
- A financial planning blueprint to support action in the areas of your personal finances that need attention
- And a prosperity purpose map to guide you in future decisions
Prosperity Workshops are ideal for organizations committed to developing prosperous workforces and associations motivated to help their members achieve life-time success.
Custom Group Experiences
For groups of all sizes, I develop custom experiences to meet your needs. Whether you’re looking to bring an abundance mindset to your organization, looking to shift your group’s mindsets around money, or want to learn how to bring your intuition into your financial approach, I can create the group experience designed to help you and your organization reach its goals.
Custom Group Experiences
For groups of all sizes, I develop custom experiences to meet your needs. Whether you’re looking to bring an abundance mindset to your organization, looking to shift your group’s mindsets around money, or want to learn how to bring your intuition into your financial approach, I can create the group experience designed to help you and your organization reach its goals.
