​6-Week Strategy Workshop = WellthPLAN™


This is an invitation to financial advisors who’ve built a profitable practice and are now ready to improve their health and reach ideal weight (which often includes losing 15-50 lbs).
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You’ll work with me for 6 weeks on the following:
  1. Improving your metabolic flexibility by timing your food, movement & circadian rhythm so you can start burning stored body fat as a fuel source (without going keto) and maintain an ideal body weight as you age.
  2. Stabilizing your blood sugar by balancing your macros, carb-to-fiber ratio & eating/movement sequences, effectively eliminating cravings & energy crashes so you can slow aging and reduce the risk of chronic disease.
  3. Preserving your muscle & joint function through time-under-tension muscle training, balance, range of motion (ROM), and N.E.A.T. (non-exercise activity thermogenesis) movement so you can boost your metabolism and keep doing the things you love longer.
  4. Increasing your oxygen utilization by tracking zone minutes to improve heart and lung function (VO2 max), which is a leading indicator of longevity improving risk of a heart event and helping to lower blood pressure.
  5. Minimizing health "traps & taxes" that sabotage your efforts and get in the way of reaching your goals. These are the things that are eroding the health you already have and contributing to aging and weight gain.
  6. Creating a detailed plan for how to execute all of the above (while running a busy practice) and see results like my clients (and I) have seen with an average weight loss of 30 lbs and 5 inches off the waist - without resorting to extreme measures.

In the program you get six modules, two group coaching sessions per week, 1 private strategy session, and unlimited weekly feedback via my secure portal/mobile app.
The best person for this program:
  • wants to lose 15-50 lbs
  • is midlife to retirement age
  • is comfortable using a handful of apps
  • already has a profitable practice/career
  • does not have diabetes or an eating disorder
  • likes data and is open to getting a wearable device (ie Fitbit, Apple Watch)
  • understands financial concepts and values longterm investments over quick, risky wins

The investment for the 6-week strategy workshop is $3K.
Monthly coaching is available following the workshop starting at $401/mo.

​If you are interested in the 6-week workshop, fill out this contact form and include the following information. We will have a chat to see if it’s a good fit for you. 
  • age, height, weight
  • current health concerns & main goal with your health
  • what you are currently trying to do to reach your goals (if anything)
  • how you believe this program will help you improve your health
If you have all the information you need and you are ready to enroll, click below to register.