HolistiPractice Services
You’ve built something valuable—and you're not looking to overhaul it.
You’re looking to refine, expand, or recalibrate with purpose.
With more than 30 years in the financial services industry, I offer a modernized approach to business strategy, communication, and advisor development—grounded in real-world experience and tailored to the needs of financial advisors and planners.
1:1 Coaching for Advisors & Boutique Firm Owners
Refine your practice. Recenter your focus.
Whether you're navigating growth, shifting your ideal clientele, or exploring what’s next for your business, our work together will help you move with intention—not overwhelm. Coaching sessions are fully customized to your goals, communication style, and current structure.
Common focus areas include:
Developing an implementable business strategy that doesn't collect dust
Planning transitions—growth through acquisition, succession, or a strategic pause
Bringing a business-owner mindset to your practice—with a focus on clarity, boundaries and aligning your business with your personal goals.
Providing strategies to help increase your multiple when it's time to exit
Strategic Consulting for Advisor Firms
Objective insight. Tactical collaboration.
For boutique firms and teams looking for an outside perspective, we offer short-term and project-based consulting engagements. Whether it's developing an actionable business plan, streamlining your service model, clarifying your team and firm structure with role alignment and SOPs, evaluating client outreach strategies, or employing meaningful employee engagement events—we’ll tackle the decisions that have been lingering in the “someday” folder.
Advisor Training & Strategic Workshops
Real-world insight. Practical takeaways.
Designed for advisor teams and peer groups, these workshops deliver tactical strategies you can apply immediately in areas such as practice management, communication insights, and behavioral finance. Each session or workshop is customized to the needs and dynamics of the group.
* Some engagements qualify for CFP® CE Credits
Not Sure What You Need Yet?
That’s exactly what the discovery call is for.
We’ll spend 15 minutes identifying where you are and what you’re looking to shift—no prep work required.
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"Cindy's three decades of experience are a goldmine for those looking to catapult their practices to the next level."
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HolistiPractice – Coaching for the Whole Advisor.
Don’t let another year of potential go unrealized. HolistiPractice is here to help you achieve the growth, freedom, and fulfillment you’ve been craving.