Anne’s Story

At 42, I was living in Hartwick, NY—married, working as a librarian, and taking classes to become a financial planner. Life seemed stable and planned out. But everything shifted when my husband asked for a divorce.

In that moment of upheaval, I paused to reassess. I asked myself a simple but powerful question: If not now, when? That question became the catalyst for a major life transition. I relocated to the Asheville, NC area, changed careers, and began again—this time on my own terms.

Over the next 12+ years, I built a rewarding career in the financial planning industry, helping individuals and families make informed decisions about their financial futures.

As I approached my own next chapter, I began to reflect on what I wanted this phase of life to look like—and how I could use my experience to support others doing the same.

With my coaching, I support individuals and financial planners navigate transitions. For individuals, this may be into retirement, new jobs, and/or a life with more purpose and direction. I believe this next stage of life isn’t just an ending—it’s a new beginning, full of potential for growth, fulfillment, and renewed energy. Whether it’s redefining goals, rediscovering passions, or simply exploring what’s next, I’m here to help make that journey both meaningful and empowering.

For financial planners, this may be whether to grow or stay small, merge with a larger firm, or start my own business. I have faced all of these and other questions over the past 13+ years. In an industry centered around growth and scaling, I’m here to support you in staying true to your vision for your business and life.