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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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Andrea Millar RLP®, CFLA, CPA/PFS

4.4 / 5

Founder, life planner, coach

I was going along in life with a loving family, good friends, a home that filled me with peace, and a dog I adored. I had fulfilling work with a 20+ year career as a CPA financial planner where I had the pleasure of working with people from all walks of life. Then, something shocking happened. Without warning, someone I was deeply connected with passed away suddenly at the age of 53. My world was shaken apart.

The shock of unexpected loss made me want to know more about my purpose and live a more meaningful life. The realization hit me that, for the most part, I had been working my life away; sometimes driven by passion and sometimes by a desire to meet the standards and expectations of others. Looking back, I realize that this gave me a great escape to avoid getting out of my comfort zone and taking risks in other areas of my life.

It was time for something more, so I embarked on a deep dive with enriching books, master teachers, and enlightening people who were seeking purpose, meaning, and intention in their lives. I found the Kinder Institute of Life Planning, where I learned how to create a compelling life plan for myself and others while earning the Registered Life Planner (RLP®) credential. I honed my coaching skills and received a credential through the Fearless Living Institute and continue my pursuit of lifelong learning with the Academy for Coaching Excellence. I have also studied with the Financial Transitionist Institute to support clients in transition, couples, and families.

As a result of my exploration and learning, I have more joy in my life and have learned to feel my fear and do it anyway, giving me the courage to take the leap to create my passion business. Self-care and health are now integrated into my daily life. I have deeper and closer relationships with the people important to me (including my dog), and I am more focused on enjoying the present moment.

Now, with clear and renewed meaning, I help my clients fulfill their own life goals by helping them align their money, time, and energy with their purpose. Often, this involves helping them overcome the things (sometimes themselves) that keep them from bringing their life’s vision to fruition. I walk the talk in my own life and alongside them in the coaching process.

About Us: Do you want to...

live life truer to yourself?

be more fulfilled in your relationships and your work?

create your day rather than letting it run you?

find peace regardless of the circumstances surrounding you?

We often have desires floating in our heads for months or years without pursuing them.

Imagine the joy of being fully awake to life and having the understanding for your life’s purpose and how to bring it alive.

With life planning and coaching, you get clear on your vision for all areas of your life and you have the support you need to take authentic action forward.