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Testimonials

The Academy reignited my passion for my work and provided me with the tools I needed to support my clients in finding true purpose in retirement.

Josh R., CFP®️

The Refocus Coaching Academy’s Purpose Driven Retirement Coaching Guide gave my advisory firm a competitive edge that isn’t subject to market cycles.

Jessica H., CFP®️

Great market performance comes and goes. Funds with lower fees open every day. If we understand our clients values and align them with their goals, we’ll have those clients for life.

Jessica H., CFP®️

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The Refocus Transition Wheel

~ A Client-Facing Tool ~

Guide your clients to a more purpose-filled retirement with this client-facing tool. A great conversation starter about the second half of life and areas that need extra focus. 

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