Case Studies

Case Studies

Behavioral Financial Advice

Client: Wealth Enhancement Group Wealth Enhancement Group's desire to help clients make the best decisions in accordance...
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Strategic Planning

Client: Walker West Music Academy With a move to a new facility on the horizon, Walker West...
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Professional Coaching & Team Effectiveness

Client: Nationally Recognized Art Non-profit For her new role, the Executive Director was in search of coaching....
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Leadership Training & Professional Coaching

Client: ActiFi As ActiFi was forming in 2002, the founders knew establishing a solid organizational foundation and...
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