FIND YOUR FOCUS. FUEL YOUR FUTURE.

What is WHERE TO NEXT?

As a financial advisor, you face unique challenges every day. That’s why I created WHERE TO NEXT, a firm specifically designed to help financial advisors and wealth management teams untangle complexity, find focus, and take meaningful action.

Whether you’re optimizing your client relationships, refining business priorities, or figuring out what’s next in your growth strategy, WHERE TO NEXT provides the structure and strategic insight to help you move forward with confidence—tailored to the unique needs of financial advisory practices.

How It Works

STEP 1: RECONNECT WITH YOUR PURPOSE

We’ll start with a free consultation to assess your current challenges and priorities. During this session, we’ll clarify what actually matters most—so you can focus on what moves the needle.

STEPS 2 & 3: FOCUS AND ACTION

If you’re ready to move forward, we’ll work together to create a tailored plan using the S.C.A.L.E. diagnostic process.

Step 2: Focus Your Efforts

  • Turn priorities into action.

  • Optimize time, refine workflows, or streamline operations.

  • Ensure your work aligns with your long-term goals.

Step 3: Build Momentum

  • Put your plan into motion.

  • Clarify next steps and remove roadblocks.

  • Move forward with confidence—knowing your strategy works.

Looking Ahead

Your engagement wraps up with a tailored plan, but the work doesn’t have to stop there. I offer follow-up support to refine strategies, tackle new challenges, and and ensure you keep the momentum you’ve built.

Why S.C.A.L.E.?

S.C.A.L.E. simplifies the complex, clarifies your goals, aligns your time and effort, and helps you see the impact of your decisions.

Ready to take the next step? Let’s connect for a free consultation and see how S.C.A.L.E. can help you.

  • Step back and take a fresh look. SIMPLIFY initiates the discovery process, helping you reassess your current state, reconnect with your core purpose, and focus on what truly matters—setting a strong foundation for the steps ahead.

  • Define what success looks like. CLARIFY involves setting clear goals, priorities, and expectations. Whether you're refining your long-term vision or focusing on immediate objectives, this step ensures you have a transparent, actionable plan to move forward with confidence.

  • Ensure everything is working in harmony. ALIGN connects your actions and strategies to your overarching business goals. By evaluating how you allocate your time and resources, this step eliminates gaps and overlaps, ensuring that every effort supports the bigger picture.

  • Encourage meaningful conversations and uncover what truly matters. LISTEN strengthens relationships by helping you move beyond surface-level discussions. By valuing both spoken and unspoken feedback, you gain the insights needed to adapt, respond, and engage more effectively.

  • Celebrate Clarity. Sustain Momentum. ENGAGE is the moment everything clicks. After refining your focus, aligning your time, and listening to what truly matters, ENGAGE is where you see the difference. This isn’t about more work—it’s about recognizing that your best decisions are already in motion.