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More Exclusive Formats

Do you prefer a one-on-one guide to design your Wellness Portfolio at scheduled meetings?

TELL ME MORE!
This is for me!

All of the same tools and process

Rather than homework, we work through the process together

  • Schedule at your own pace

  • Appointments 15 minutes to 1.5 hours based on your preferences

  • Focus on the elements most important to you; skip what you don't want

ANOTHER OPTION

VIP Private Retreat

Take 3-4 days to go through the Wellness Portfolio planning process in person.

Call for more info!

Retreat Elements

Retreats are all about YOU!


  • Movement sessions to find what is best for you

    Extra materials to reinforce the topic, add stress reduction techniques, fun exercise and diet ideas, and more

  • Chef prepared meals with healthy foods you'll learn to prepare

    This is a great time to get your questions answered.  And as the health world keeps changing, we will keep you updated in important information you need to know.

  • All the elements of your Wellness Portfolio

    Be part of an online community where you can ask questions, share your ideas, and connect.

  • One-Page Strategic Plan

    Your workbooks and the goals you set in the program will create your very personal strategic plan to guide you forward with optimized wellness.

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Concierge 1:1 Format

Limited to 5 clients at a time.

  • The same tools

    Rather than a few tools to review on your own each month, we will go through the tools together in scheduled visits.

  • On your schedule

    You determine the pace at which we go through the tools and design your Wellness Portfolio and Strategic Plan.

  • Greater Accountability

    This is perfect for those who forget to set aside time to review their monthly content in the subscription format.

  • Personalized

    Rather than general guidance, each element will be specific to you and modified to meet your specific needs and goals.

  • Couple option

    We love working with couples!  Choose that option so you can navigate this Wellness Portfolio planning together.  Note, we will still have some individual visits for more personal planning aspects.

  • Payment options

    There are full payment up front and monthly payment options. 

This is for me!

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