The Goal Standard

The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters.

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Whether you’re an individual looking to set more meaningful goals, a financial advisor helping clients define and pursue what matters, or a leader shaping culture and performance within a team or organization, The Goal Standard provides practical insights and tools to guide the way. It helps readers navigate the complex emotional, cognitive, and financial dimensions of goal pursuit, empowering them to move from scattered effort to focused, fulfilling action.

For Financial Advisors

• Education
  • Training in client goal development and achievement, motivation, and behavioral coaching
  • Live in-person and remote training designed for you and your firm.
• Consulting
  • Practice management strategies to integrate goal-based planning
  • Differentiation tools for client experience and growth
• Facilitation
  • Client engagement workshops
  • Sessions on overcoming biases and guiding life transitions

For Clients

• Education
  • Courses on setting meaningful, identity-driven goals
  • Frameworks for financial decision-making beyond “retirement”
  • Available as white-label training and facilitation for financial planning clients.
• Consulting
  • Personalized goal-based planning and decision support
  • Guidance for building purpose and resilience in financial lives
• Facilitation
  • Family and household goal alignment sessions
  • Interactive goal-setting workshops for clarity and confidence

For Organizations

• Education
  • Leadership and employee development on goal-driven performance
  • Programs to build purpose, motivation, and productivity
• Consulting
  • Goal-based frameworks for culture, engagement, and retention
  • Strategies aligning corporate objectives with employee goals
• Facilitation
  • Executive retreats and strategic planning sessions
  • Team workshops for aligning personal and organizational goals
  • Expert facilitation for strategic planning sessions that align teams around shared purpose.

I help people and organizations move beyond outdated models of retirement, risk, and check-the-box planning toward purpose, growth, and lasting achievement.

Contact us today to discuss how we can help!