Working with Heather
What you can expect if you work with me:
As a visionary leader and speaker dedicated to empowering women to design and activate a life plan and impact plan that reflects their values, purpose, and aspirations. Our mission is to address the unique needs of women, recognizing that their journey with wealth, impact, and legacy often requires a deeply personal and holistic approach.
With over 35 years of experience advising women and families, I am a trailblazer who offers transformative programs and workshops designed to unlock potential, align values with financial strategies, and foster authentic connections. My groundbreaking work, including best-selling book Lumination, serves as the foundation for helping women explore their past and present while crafting a future of intention and impact.
My programs are thoughtfully designed to help women:
- Craft a vision for the life they want.
- Overcome barriers around money and find trusted advisors.
- Define a clear, intentional impact plan.
- Build a trusted team of advisors who truly understand and value the unique needs of women.
My work spans diverse markets, including:
- Women of wealth seeking clarity and alignment in their legacy plans.
- Organizations focused on advancing women’s impact in areas such as environmental causes, social justice, arts, and education.
- Philanthropic networks striving to amplify the contributions of women changemakers.
- Financial advisory firms aiming to build deeper connections with female clients and prospects by addressing their unique needs and aspirations.
Through my workshops, you will receive the tools, and guidance to foster trust, engagement, and actionable pathways for designing and activating impact-driven legacies.
At my core, I believe in the transformative power of women to shape the future—both for themselves and the world around them.
What you should not expect:
You will not find quick fixes or surface-level solutions. True transformation takes commitment and courage, and we’re here to guide that process—not rush it.
You won’t hear a sales pitch or a canned seminar. My work is a dynamic, engaging, and even a fun process—one that sparks joy and curiosity while addressing real challenges. I want to meet you where you are today and co-design your journey to a more fulfilling life with impact.
Real change happens when we recognize our own faults and shortcomings so that we can confront limiting beliefs and explore what truly matters.
Transformation isn’t a simple checklist. My programs provide the pathway and resources to help you make lasting, meaningful change.
I want to guide women ready to step into alignment, purpose, and profound impact. You will leave my sessions with action steps and the framework to take this information to a potential advisor or current advisor to better serve your needs.