Offerings
CONNECT. IMMERSE. CONVENE.
When success starts to feel hollow, what comes next?
For some, the question surfaces after a major shift. An exit. A succession plan. A loss. For others, it arrives quietly. A sense that the old ways of working, giving, and living no longer fit.
At Red Thread Consulting, I support individuals and stewards of influence at these defining moments and in times of realignment. Not with prescriptions, but with space. Space to think clearly, speak honestly, and to convene in conversation, arriving at decisions that feel both true and well-guided.
OUR OFFERINGS
Intentional advisement and guidance for defining moments where wealth, values, and legacy meet.
Each is crafted to meet you where you are and guide what comes next. Not with a formula or to fix, but to witness. Not to rush, but to remain. Whether you’re seeking catalytic insight, deeper integration, or support through a defining chapter— this is a place to return to what matters and then act with intention, not on autopilot.
The Clarity Session
A 75 minute conversation for when something needs to shift.
Sometimes, something is shifting—but you can’t quite name it. You bring the question, I help you hear the one underneath it.
The Clarity Session is a one-on-one, private advisory experience designed to help you articulate what’s unfolding and move forward with intention. It offers thoughtful counsel for a decision point, a pivotal moment, or a quiet knowing that something needs to change.
Red Thread Consulting -The 12x12 Journey™
Our signature 8-week advisory experience.
You’ve performed. Produced. Achieved. But you’re not here to answer to expectation anymore—you’re here to reclaim what matters, and curate what comes next. Spacious yet structured, The 12x12 Journey™ is designed to support meaningful transitions—with counsel that honors both soul and strategy.
Grounded in my proprietary framework, the 12x12 Journey™, this experience invites you to reimagine success, integrate your values, and align your next chapter with purpose in its most intentional expression.
Ongoing Support
AN Ongoing Advisory Partnership
Some seasons call for more than a single moment of clarity. They ask for a steady witness. A trusted partner to walk alongside the deeper unfolding.
I offer a limited number of ongoing advisory relationships for individuals seeking continued presence and perspective as they navigate what comes next. This engagement is invitation-only.
Speaking & Private Engagements
Keynotes, workshops, & facilitation for discerning leadership communities.
With over two decades in the financial industry, and a lifetime guiding others through meaningful conversations and defining decisions, my intention is never to just speak—but to cultivate atmospheres where reflection becomes action.
Whether engaging with valued clients, financial advisors, family offices or multi-generational leaders, my sessions leave people thinking differently, long after the room has emptied.
DEFINING: INTENTIONAL ADVOCACY
Intentional advocacy is standing with, not standing over. It is not persuasion, performance, or pushing an agenda, but presence—listening with depth, discerning without judgment, and aligning action with what truly matters. Advocacy is the core of my advisement practice: a companioned stance that honors agency, walks alongside individuals, families, and organizations, and supports choices that shape both present life and enduring legacy.
Why the Red Thread?
The red thread is more than a metaphor. It represents the quiet pull of what has always mattered. Across past, present, and future. In mythology, it is said to connect us to what is destined. In textiles, it binds and strengthens.
At Red Thread Consulting, it symbolizes something else entirely—a return to what’s always been there. The connection between wealth, values, wellbeing, and legacy. This work brings together worlds that are not usually in conversation with one another:
It honors where you’ve been, reconnects you to what’s always been there, and helps you choose what comes next—with clarity and intention.
Not sure where to begin?
That’s okay. You don’t need to have it all figured out. Sometimes, the most powerful step is simply beginning the conversation.