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  • Home
  • Services
    • Coaching
    • FAQ's
    • Events
  • ABOUT
    • the girl named Stevyn
  • Resources
    • Calculator
    • Quiz
    • Book Waitlist
    • Testimonials
    • Newsletter
    • Podcasts >
      • Kitces
      • Model FA
    • BLOG
    • 5-Day Meal Plan
  • CONTACT
  • Log In

Thinking About Enrolling in the WellthPLAN Workshop?
​Here are more details.

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For financial professionals who've built a career they're proud of, but are ready to feel more confident about their health, which usually means improving body composition, bloodwork, and/or stress so they can feel great and enjoy a longer healthspan now and through retirement.

The best person for this program:
  • is midlife to retirement age
  • is comfortable using a handful of apps & online portal
  • likes systems & data and is open to getting a wearable device (i.e. FitBit, Apple Watch)​

We work together for 6 weeks to create your WellthPLAN. This includes:

1. Collecting the right Longevity Metrics that will help you better understand your health risk profile.
[It's the important data that will help you adjust course and make sure your health is trending in the direction you desire. We use a couple of tools, a software platform, and bloodwork to tell your health story. For many, this is the first time they truly understand the reality of their situation. It is both empowering and motivating. Even the healthiest people I've worked with have moments of "Wow, I had no idea..."] 

2. 
Applying two life-changing frameworks that will help you know what to do and the ideal timing to make your efforts more effective.
The Hierarchy of Wellth, and the Circa Diem, which is Latin for "around the day," put an end to 'shiny object syndrome.' They give you confidence to stop chasing the latest fad or feel stuck spinning your wheels with ineffective habits. These frameworks will guide your decisions and behaviors at home, while traveling, and when things get busy at work. This is because they teach you how to think and organize your day in a way that supports your health consistently.

3. 
Becoming your own "wellth" planner, with a working knowledge of the 5 Pathways to Health. 
These include:
 stabilizing your blood sugar, improving your metabolic flexibility, preserving your muscle & joint function, increasing your oxygen utilization, and minimizing your health taxes. You learn how to balance your macros, eliminate cravings and late night eating, tap into more energy and better sleep, start burning stored fat as a fuel source to improve your body composition, slow aging, and reduce your risk of chronic disease - all without having to rely on willpower.

4. 
Utilizing a variety of proprietary success tools.
Money Meals and the Movement Millionaire Method to make sure you are getting the nutrients your body needs, as well as sending the right signals to your nervous system to preserve your health, without having to spend hours in the kitchen or at the gym.

5. 
Putting it all together with High ROI Routines.
These routines have the highest return with the smallest effort. I created this proprietary process to help you put your healthy habits on autopilot, so they actually happen every day.



What You Get
  • Coaching with a certified wellness and nutrition coach
  • 6 educational modules
  • Interactive food and lifestyle journal
  • 72-page companion workbook
  • Private and/or group sessions
  • Chat messaging with your coach via a secure portal & mobile app

The investment
  • DIY = $3,000 (work on your own, start anytime, recommended for motivated self-starters)
  • Small Group = $6,000 (work with coach in a group with 4-6 other members)
  • Private = $9,000 (private coaching, limited availability)​

Inquire below.
Start Your WellthPlan

What WellthPLAN Members Are Saying

⭐️⭐️⭐️⭐️⭐️
"I've seen tremendous results."
Ross Ramsey, CFP®
Founding Partner at Lumature Wealth Partners
"I realized pretty quickly it was totally worth it."
​Miriam Whiteley, CFP®, RLP®, CeFT®
Owner at LifeCraft Financial Planning
"I'm down 35 pounds and 8 inches in my waist."
Matt Gunter, CFP®, AAMS®
Owner at Gunter Financial Services
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I've learned so much about how my body works and what to do about the health gaps I didn't even realize were there.
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The jeans I bought over a year ago never fit me until this week! Who knew this would be more effective than all the running I used to struggle to do. 
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I came home from two back to back trips weighing less than before I left. That has never happened before.
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Can you believe I hit 8000+ steps every day this week and actually enjoyed it?!
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I lost 4 inches off my waist already and feel like we've barely gotten started.
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This program has spring boarded me back into the athlete I used to be.

RESULTS

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improve your health trend

"I'm so glad I did it. Having an expert that is non-partisan who can walk alongside me as I think through all decisions affecting my health. Do it. You need the accountability and someone who's unemotionally tied to giving you insight and feedback regarding your health. How can you NOT take action regarding your health?  Don't put it off.  The cost of putting it off could be too high." 
Ross Ramsey, CFP® and Founding Partner of Lumature Wealth Partners, GA

"It was so educational. You will learn a lot! I appreciated the ‘why’, the science behind the reason. To me, that made it logical and made it memorable. It makes sense and it’s doable. What was so interesting to me is that I grew up eating balanced meals at the dinner table with my family, but I really had to almost re-learn how to eat."
Katie Williams, CFP® Founder and Owner of Classic Financial Services, MN
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"It's so worth it!"

(graduates say they got full value from the program, and half of them say they received MORE value than what they paid!) 
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