Business Events Life

Vision Casting for Your Business

In the name of vision casting, many coaching and self development programs ask you some variation of these questions: 


“What will your life look like one year now? 5 years from now? 10 years from now? What would your perfect day be? Who do you want to become?”


I’m not knocking any them — in my own book, Stop Wasting Time and Burning Money, there’s literally a chapter devoted to considering your vision. It’s all about doing the work of future casting, practicing visualization, and all that good stuff. 


Knowing where you’re headed is common sense, and I’m here for it!


But Is the Practice Still Powerful?

By asking these types of questions so often, however, there’s the reality that potency can be lost. Sometimes questions strike us powerfully because they are novel. Admittedly, there is something wonderful about an unexpected prompt that asks us to think in new and different ways. 


But when every life coach, performance guru, and internet sales page is throwing the same tired questions in your face, the novelty disappears quickly. (Or is that just my opinion?)


If you’re like me, you find yourself asking:


  • Are these overdone questions? 
  • Have we used and abused them for far too long? 
  • Is there still value in the unknowing and curious state that question puts you in? 


I say yes…and no.


What Impacts Our Question Receptivity?

When I’ve been asked to answer the question about what my life will look like in a year, I’ve noticed the answer perceptibly shifts along with my mental state and circumstances.


The reality is, when you’re in a place of struggle, it’s hard to see past the struggle. 


When you’re in the muck and the mire, it can be a challenge in and of itself to pull yourself up. We’ve all been there. Trying to “look into the future” and see something positive and good in those times can be a real shit show.


Like…yes Guru Gary, a few years from now I can see a magical world where I didn’t accidentally fuck myself over by not paying enough taxes. 


Peering even further for Mentor Mallory, I can envision a world where my alarm clock causes me to spring out of bed so I can rush to my journal and start my gratitude meditations. Maybe, assuming I haven’t had a heart attack by then, I’ll be grateful that I’m not working 2.5 jobs PLUS a side hustle while I try to get this business off the ground! 


And revealing it all for Coach Craig, I’ll share a vision of my glowing future, filled with many miles run, crunches crunched, and downward dogs. (Thankfully I’m responding to him via Zoom, so it’s not immediately apparent that I’m rolling my eyes and eating Oreos in the same sweatpants I’ve been wearing for three days.)


Our circumstances and mindset absolutely impact how we envision our futures.


Being in a Good Place Makes Us More Likely to See (And Believe) in Good Things

When we’re in a good place in life, it’s much easier to look forward and see MORE good coming. From personal experience, I know that when I’m already practicing feel-good habits (like gratitude, movement, and setting aside money for taxes) and feeling grounded and positive, I tend to vision cast in a way that is, shockingly, much more grounded and positive.


Rather than responding grudgingly, or with cynicism or defeatism, I’m able to vision cast with a great deal of intention and a belief that my outcomes will be amazing. In fact, I would take it one step further and say I’m also more likely to believe in the vision I’m casting. I think, say, and believe more good things are possible when I’m coming from a position of strength.


That being said, I’m not saying to not do vision casting, or implying things need to be perfect in your life before you start creating a future vision. However, I am noting that I’m all about doing it while in the right frame of mind. 


A few small steps that can help you get there?


Practice positive habits. Drinking enough water, being in the habit of gentle movement, building a journaling or gratitude practice: these aren’t things you wait to do in some perfect future. No! These are things that you can start doing now, in order to cultivate the mindset and sense of wellbeing that will help lay a stronger foundation for your desired future.


Believe In the Vision You Cast

I probably shouldn’t tell you this, but….


none – not a single one – of my past life vision casting practices ever came to fruition. (Is it too late to ask Guru Gary for a refund?!)


Sometimes better came. Sometimes different showed up. Sometimes, I simply struggled to believe. 


The future I cast for myself didn’t feel like something that could ever be a reality for me.


Even though I know how powerful the practice of vision casting is, I also think that we’ve probably all had the experience of not believing in the vision that we cast, of not believing in ourselves. 


We do this future-focused practice because our coach encouraged us to do it, or someone from stage said it was a great idea, or some book or influencer said it was what changed their life. 


But when it comes down to it, it feels a little bit like trying on Aunt Thelma’s hundred year old girdle set. There’s way too much going on, nothing fits like it should, and you’re left feeling like it was too much, or too hard, or too complicated, or too obscure to work for you. 


The Fly in the Ointment

And that’s the fatal flaw (or the fly in the ointment, if you will).


We try to jump into vision casting without making any effort to prepare ourselves for it in the present. In many ways, we treat it like buying a lottery ticket. We throw in our lucky numbers, we imagine how fun it would be if we were to win it all….and then we buy some cheap wine and go back to whatever we normally do.


Along with that comes the sneaky little idea that we’ll start making changes if the vision begins to unfold.


This is a problem because it lets us have the fun of vision casting (even if we do it ironically or cynically or from a dark, Cheeto encrusted part of our souls), without calling us into any form of work connected to vision creation.


Doing the Work

Before you begin vision casting and planning for what your life will look like in a year, or five, or ten…. 


Work on your mindset. 

Work on your inner self. 


Work on your habits and ways of being.


Find the deep work that needs to be done and lean into doing it.


Because that, right there, is where the change happens. That is where the magic is – in the present life that you’re literally living right now.


When I consider all of the years of goal setting and vision casting that I have participated in throughout my journey, the most powerful and impactful practices have occurred within the last 5 years. Not coincidentally, that’s also when I had actively started doing the deep work.


When I decided to dig in and change my life, that is when my life changed.


I stopped waiting for the big future win that was going to make everything in my life so different, and I started cultivating the soil and planting the seeds that would enable me to actually be part of co-creating the life I desired.


Change is Calling

The reality is, you’ve got to be willing to change if you want something different. 


We want different, we want better, we want that 7 figures, that fancy car, that travel lifestyle… yet we’re not willing to do the work to grow, learn, and improve who we are, how we live, the decisions we make and the words we speak in the present.


We’re not preparing ourselves for the future we’re casting, which means it’s going to come into being.


When I look back over the last 5-6 years of my life, I feel like I’m a different woman now. Don’t get me wrong….I was amazing then! But I’m definitely a better version of my amazing self today.

When I vision cast now, it’s with a completely different mindset. 


It’s something I do with clear intentions, massive awareness, and the knowledge that, in a year from now, I’ll be better off than I am today. It’s also knowing that it won’t be all rainbows and unicorns.


However, I’m empowered to visualize with a massive belief in who I am, how I show up, and who I want to be.  


Look Inward & Develop Your Own Self-Belief

The next time someone asks where you want to be a year from now, I challenge you to first do the inner work to lay a foundation for your future self.


If you can’t stand strong in believing in yourself, consider working with a coach or mentor to help you get there. For myself, working with a coach saved my life (and my business!). 


No, I wasn’t technically dying (it was all on the inside). But, I felt hopeless to create change, and couldn’t seem to see the forest for the trees. I was buried in my own self doubt, and working with a coach helped me shift so many things in my life, my thinking, my language and so much more.


I realized that, with all my previous vision casting and attempts at creating change, I was doing a lot of pretending.


Pretending to be ok. 

Pretending to be happy. 

Pretenidng I wasn’t fucking miserable and doing my best to hide it from the world.


Because honestly, I was NOT okay. 


I couldn’t see beyond my face and my current circumstances, much less try to visualize life a year in the future. Doing some actual work around that was what allowed me to finally begin the process.


It’s also what allowed me to finally develop the business I had been dreaming of for so long. 


Being Present Today to Build Your Business’s Tomorrow

Now, I help businesses create workflows, systems & processes, and optimal tech stacks.


Some people may think that sounds….




Honestly, it’s anything but. 


I think of it as teaching you how to do the tangible work of building a business that is prepared for the future you’re casting.


You want to make an impact?

You want to scale to the next level?

You want to build a legacy?


None of it is going to happen if you haven’t built a sustainable set of systems that will support that dream. In the same way that you get to dig deep and gain inner clarity for yourself around who you are and what vision you’re cultivating, you get to do the same for your business.


How powerful is that?


Take a Breath (Or Two)

If all this vision casting and inner work is resonating, take a breath. 


Take another one.


If you look back and consider your previous attempts at goal setting, vision casting, or other visualization practices, can you recognize the limitations? 


Can you see how preparing yourself for the vision is the work of right now, in both your personal life and your business?


You are amazing. You have a purpose. You are here for a reason. Choose to believe that, then take that next step. Odds are, you already know exactly what to do.


As the “get shit done” person who holds the answers to what stands between you and the crap that slows you down and takes up all your time, I’ve created an incredible online community so you can quickly and easily bring your ideas to life, get your business on track, and increase your profits, all while doing what YOU do best.

This community will provide you with support and accountability as you put all the moving parts of your business together. Join us, and share the ideas, questions, and projects that truly light you up and push your vision forward — join us!

Business Events Life

Life in 4500 Miles

Earlier this spring, I decided that I was going to do a road trip for 6 weeks or so. I had a client event that I needed to drive to, so I started planning out a journey around the event. It was going to be amazing. I knew I was going to move out of my apartment, so it seemed the perfect opportunity to feed my wanderlust and work. Plus, I planned to see friends and family along the way. Total win-win.

My intuition kicked in on a very specific piece of my journey, so I verified, double and triple checked that piece. Let’s just say my intuition was right like it always is.




They say if you want to hear God laugh, tell him your plans. 

This was no laughing matter.

My trip imploded from day 1, hour 2. 

It didn’t take long for my plans to go to hell in a hand basket.

So, what do you do when it feels like the whole world is falling around you?

You adapt.

At least that’s what I do.

I shifted and redirected.

I faced the storm head on…

And I lived to tell about.

“What doesn’t kill you makes you stronger”, they say. 

I feel stronger.

I feel more powerful.

I feel more raw.

I’m more open.

The next 3 weeks were a tumultuous ride. 

Storm clouds and sunshine.

Ups and downs.

Peaks and valleys.

Physically, emotionally, mentally, financially.

I’ve been pulled and tried and tested at every turn.

I haven’t made it out unscathed, but I made it through.

Leaning into the depth of pain.

Learning my strengths.

Owning my power.

Honoring my loss.

Accepting that I will never know the whole truth.

Even in this moment, I am still processing.

I am still shedding the hurts, doubts and questions.

I’m seeing myself in another light.

I’m giving myself grace.

Loving myself instead of judging.

As I type this, I am 24 hours away from this road trip ending. Yesterday, I drove 8 hours across the vast Nevada desert. 

Area 51 is all quiet in case you were curious 

As I drove across the vastness, I experienced my entire journey throughout the day and I reflected on the journey in every aspect.

I’ve crested 9,000 foot mountains and been on top of the world.

I’ve driven below sea level and experienced the dry, arid landscape.

I’ve driven through Monsoons and come out the other side to glorious sunshine.

I’ve driven through Death Valley, literally.

I’ve made friends, lost what I though was love, explored new opportunities for intimacy, received an outpouring of love from family and friends along the way.

I cried tears of angst and pain.

Been pissed off as fuck.

Been rescued.

Shown up for myself and others.

Honored commitments.

Hid out and hibernated..

Recharged, rested and rejuvenated my heart, soul, mind and body.

Allowed creativity to come through.

Laughed so hard I cried.

Snuggled with all the fur babies.

Slept in and stayed up late.

Nourished every part of my life with goodness.


And forgave some more.

And had to forgive even more.

Life is this incredible journey and we get to choose how we show up to it. 

It’s full of crazy storms that come flying across our path

It’s also full of sunny, calm, lay on the beach kind of days.

It’s perfectly imperfect.

And we get to choose how we move through each moment. 

We get to recognize how and why everything comes shows up in our lives.

What we are attracting and calling in.

I don’t know if I have failed or passed this test.

Is this even a pass or fail moment? 


Maybe not.

What I know is that I faced the challenges. 

I see me.

I honor me.

I love me.

I forgive me.

And now, no one’s gonna fuck with me. 

While this journey may be ending, the lessons are still being integrated.

The moments and experiences will continue to teach me about how to BE.

About how to show up.

I want to learn these lessons this one time please. 

A repeat is not necessary. 

I want to encourage you to travel. 

To journey beyond your borders and limits. 

Get outside your comfort zone.

Challenge your own status quo.

Face the storms of life.

Embrace the journey in all of it’s peaks and valleys. 

Be seen. 

Be vulnerable.

Be transparent.

It’s scary as fuck.

It’s empowering as fuck too.

Business Life

Do You See Me?

I’ve just come home from spending 4 days in the Southern California mountains in a retreat with 12 other incredible leaders. I went in with trepidation knowing I would have a choice to step into this space of vulnerability and visibility.

You see. I’ve always been the strong one. The resilient one. The one that bounces back. The one that doesn’t cry.

My claim to fame is my adaptability.

When life zigged, I zagged with apparent ease.

At least, that’s what I wanted you to think.

As I went into this retreat I knew that I would be different on the other side. I knew that I needed to be different on the other side.

I knew that for me to step into this next level of my life and business, I was going to have to bust down some walls and show you who I really am.

There is a part of me that I’ve never wanted anyone to see.

I never wanted to show the cracks in my walls.

I was afraid of being judged.

I was ashamed.

I didn’t think I was worthy.

I’d forgotten how to love myself.

I didn’t know what you would think about all of my failures.

I want to be seen and understood. Loved and accepted.

But I did’t want you to see me.

I did’t want you to see the hurts, the shame, the judgments, the weight of this burden that I have carried around.

Would you love me less?

Would you avoid me?

Would my vulnerability make you uncomfortable?

Would you shame me?

Would you judge me even more?

I was afraid of your rejection.

I was hiding behind my fear.

“What will people think of me?”

That is one fucking powerful question that holds so many of us back.

So, here I am in all of my glory; hurts, scars, failures, warts and all.

Do you see me?

I see you.

That’s what we all really want and need, right?

To be seen.

To be understood.

To be loved.


As I step into this next iteration of myself. My highest self. I am showing up for me. I honor all of me. I love me. I will care for my heart and my soul first.

Because that is true love.

I see me.

I see you.

You get to choose.

I get to choose.

I choose me.

What do you choose?

How will you show up?

Will you choose to walk away from the fears that have held you back?

Walk with me down this path.

Acknowledge your fears.

Face off with them.

Release the shame.

Release the guilt.

Release the judgment.

It only holds us back.

Release it all with me.

Let’s link arms.

Let’s rise.

Let’s step into more love.

More honor.

More truth.

For that is where we grow.

This former version of myself that played small is no longer. I am stepping into this new space ready to fulfill my vision, mission and purpose.

I will not let me failures or fear stop me.

I am bigger than they are.

Will you join me?

To change this world, we can no longer play small or BE small. We are strongest when we do the inner work. When we dive deep. When we crack our hearts wide open. When we take responsibility. When we release all the shit that has held us back.

*Side note – I encourage you to follow and connect with Ruby Fremon on all the social channels. Attending her Activation Retreat was one of the best decisions of my life. I don’t say that lightly and I don’t promote very many people or their work. I deeply trust the work that Ruby creates and you will not regret connecting and working with her.

Business Events

Top or Bottom?

Are you working from the top down or from the bottom up in your business?

It’s literally one or the other. I hope that your answer is top down and not bottom up. When I look at a business and their proclivities and strategies I can tell if they have a top down or bottom up approach.

I hear you saying, “Lany, what do you mean by top down and bottom up?”

I am SO glad you asked.

Top down means you have a strategy and you put thought into it.

Bottom up means you’re fucking winging it.

If you are working from the top down, that means you sat down with yourself or with your team and created a strategy; a BIG picture vision of what you want to create, your purpose, your goals, your mission. You took the time required to think about it. You created a strategy and a plan. You put the pieces in place to move forward.

Now you can be in full strategy and still need clarification. You can still be throwing shit at the wall to see if it sticks. That’s ok. The main thing is you are keeping your vision top of mind. You are testing to see if all of your products, programs, offerings and events are still in alignment.

If you are working from the bottom up, that means you are trying everything under the sun. You’re in the throw it at the wall and see if it sticks strategy. PS….it’s not working. In case you were wondering.

If you find yourself sitting in the position of not having a big picture strategy, don’t worry, you can shift without feeling like you are starting all the way over.

If you don’t have your BIG vision in place then I’ve got a few steps for you to start with.

1. Visualization

Years ago I went through a training with David Byrd about vision casting. It was profound and has helped me with my business and life through the years. I’ve adapted my own version of how I visualize my future, but his methods gave me a great starting point.

What I loved about his process is that when you initially write your vision, you pick a date/day in the future. It can be 1 year from now, 3 years from now, 5 years from now. It can be your birthday. Your anniversary. A holiday. The day doesn’t matter to anyone but you.

Feel into it.

Once you have selected your big day, I want you to take some time to think about and feel into what your future looks like in these areas: Financially, Emotionally, Physically, Business, Mentally and Relationships.

(Not every topic may be relevant for your business, but I encourage you to still do this for all areas of your personal life as this will impact your business regardless of what you think at this moment.)

Once you are ready, I want you to write out your visualization for that day in your future as if it is currently happening.

Write out your day from beginning to end covering all of the areas mentioned above. Make sure you tap into your feelings and write them down too.

Now that you have that complete, let’s take a closer look at your business vision You will dive deeper and break it down into strategic goals and actions steps.

Having a vision is fantastic, but it won’t come to pass by itself.

2. Take Action

1. Define Your Vision
2. Align Your Purpose, Goals and Mission with Vision
3. Create a Strategic Plan with Clear Objectives
4. Prioritize Actions Steps
5. Take Inventory of Current Projects
6. Assign Financial Investment
7. Set Manageable Deadlines and Timelines for all Deliverables
8. Hire a Team to Execute the Vision

3. Face Your Fears

I know this is a hard one. We all have fears, myself included. We either let our fears hold us back OR we move through them and past them to create magic in our world. As you move through your Vision and start laying out the action steps above you will have moments where you will question everything.

If you don’t believe in your Vision then it’s going to fall apart. You are the glue that holds your vision together for you and your team. Ideally, you need to be working with your own accountability partner or mentor to keep you on point as the leader and visionary. You also need a leader on your team that will support you in your vision.

If your vision is as big and impactful as I believe that it is, then it’s imperative that you do the inner work that is required to hold this massive vision. If we’re going to change the world, we have to be in alignment with ourselves first.

This is how you work from the Top of your business and not the Bottom. What position are you working your business from? Are you ready to work from the Top down and create a business that is efficient AND impactful?

I work with conscious, global business owners, CEO’s and thought leaders who desire and are ready to make a positive impact on this world. It’s time we shift the trajectory on a global scale in our lives and our workplaces. If you’re ready to step into your next level, then send an email to and we’ll set up a time to discuss your vision.

Business Life

On My Mind

I’ve written 3 different incomplete blog posts tonight in one document as I have so much on my mind and it’s all flowing, but none of it makes a lick of sense together and I literally said out loud to myself, “What’s the point?” 


I want to tell you about how I do this thing and withdraw from social media because I just don’t give a fuck about it and then I want to share a simple update on my health (no pity wanted/needed) and then I want to tell you how random this month has been. <<< Yes, that was a run on sentence for all of my grammar nazi’s out there. I want to remind you that we need to stop “shoulding” all over each other and ourselves. I also want to remind you that people around you are going through some serious shit in their lives and we really have an opportunity to practice more grace, love and kindness.


So, here I am tonight trying to articulate all the things. Maybe that “should’ encompass it all, but maybe I can figure out how to tie these thoughts together. 


Are you game for this bit of randomness that is about to ensue? Here’s what’s on my mind….


Piece of Randomness #1


I do this thing. 


I withdraw.


I withdraw from being present on social media. I do it regularly. My coaches and my friends in the online space tell me I need to be consistent with my content. I don’t disagree.


But I still withdraw. 


I simply don’t care to be present online when it feels like work. When I have to show up because that’s what the “social media construct” says that I have to do. I show up for things I love and am passionate about. Social media is not one of those things.


So, I withdraw.


You see, I simply don’t care what the social media “rules” are. I know from a business perspective what works and what doesn’t work. I have great social media pros around me. I tell clients what they need to be doing for social.And oh the irony, as I work with clients on all their strategies for marketing, visibility, communications. It all has a large amount of social. When it comes to my own personal social accounts, I couldn’t give 2 fucks, much less 1 most days. 


Am I a hypocrite?


You may think yes, but I will have to disagree. 


We get to choose. 


Each and every day we get to choose how we show up, what we do, how we be, what we wear, say, eat, etc, etc. As a human BEing with that powerful knowledge and ability of choice, I have chosen to not be so present on all these platforms. 


I may one day regret it, but I can’t really see that happening.


This may or may not be a permanent choice. Either way, I know that I will be ok with it because I chose it. It was not forced upon me. 


I’m really choosing more and more where I want to be present and more often than not social is not really that place. I know that for business it would be good for me to stay consistent, but I think it’s time I really figure out why I am on social media and what do I want out of it. 


You know what’s great?


How I show up or don’t show up on social media has ZERO impact on my clients. What matters is how I show up for my clients in person. It matters how present I am to their needs, vision and goals.


Piece of Randomness #2


October has been this very interesting month for me. Quiet, peaceful, a deep lull, lots of rest, lots of surrender, lots of meditation with my favorite playlist, lots of BEing, an underlying desire to DO. I really have wanted to do so much, but I physically and energetically couldn’t. 


Initially, I tried to force things to happen and that backfired on me, so I very quickly shifted to ease. Ease and flow has been my thing all year. I lost it for a few months this summer, but got it back in late September. Even as I write this, trying to articulate how this month has been on an energetic and spiritual level is difficult. The month was not difficult though. I feel like I’ve been in total surrender. I’m allowing things to happen or not happen and staying in a space of peace and ease. 


I’ve been super tapped into one of my new favorite groups called Beautiful Chorus and today as I was listening to a song called “I am connected”, I realized how deeply I am connected to myself right now. More than I have been in a long time. I was pretty fucking proud of myself, to be honest. I wouldn’t always acknowledge and love myself for these moments and realizations before. 


While all of this has been going on, my health stuff has flared up because I still have moments where I am overdoing it. You see, what most of you don’t know is that more days than I care to admit I am sleeping 14-16 hours a day. My body is EXHAUSTED. I can barely keep my eyes open. Only a few close friends and my coaches and mentors have known the depth of this stuff. I’ve been showing up and being present and then coming home and literally crashing. 


This is fucking hard. It goes against everything that I have been and do in my life. I’ve always been high functioning, but I have to admit; I was burning the candle at both ends. My DOing self is an over achiever to the highest degree. I have literally burnt myself out. There are people in my life who think I am lazy because I need to rest so much, so I have kept it close to the vest. I simply haven’t wanted or needed the judgment or opinions. 


I’d love to be able to say that I am past all of this, but I am in the middle of healing my body. It’s a process and a journey that I will continue on until I am healed. 


Here I am. All of me. Vulnerable. Raw. Open. Real. 


Piece of Randomness #3


September was SUPER stressful and sad. Full of death and grief. Full of angst and worry. Full of setbacks in my health, life and work. September was the end of a 90 day stretch of travel, major heartbreak, massive breakthroughs and so much love. I drove to LA for a 4 day retreat in mid-September that changed my soul and my trajectory. 


We all have stories that we tell ourselves. We have been selling ourselves a bunch of bullshit and lies. This is me raising my hand admitting that I’m still telling myself stories today. I just catch them quicker. 


I have faced so many layers of my stories, but there was one that was so deep that I never looked for it. I thought it was fear. Then I thought it was rejection. They were both present, but there was something deeper I needed to uncover and face. 


I didn’t love myself.


I couldn’t even say it out loud. 


Even typing it now it brings tears to my eyes to share this. This is deeply personal. 


I have faced some awful, evil, malicious shit that was dished out to me and over time I stopped loving myself. I stopped feeling worthy and good enough. I wasn’t deserving. I was ashamed. Embarrassed. Judging myself so very harshly.


I have so much love to give. I gave it freely to others, but I withheld it from myself. Going into this retreat, my goal was to love myself when I came out of it. This retreat was amazing, but it required devotion to peeling back the layers and facing your shit. 


I’m always fascinated and surprised at the layers that we keep uncovering as we dive deeper into our souls. Just when we think we’ve dealt with an old story or layer, a new and different light is shed on it from another angle. 


This life is full of growth and lessons. I will continue to be willing to grow and learn on this journey.


Looking back at October I think that part of my lesson this month has been about self love. Allowing myself grace. Allowing myself to BE in the moments. To remember to be in ease and flow. To give forgiveness….to myself. 


I am love. I love me. I love you.

Photo taken by me in East Mesa, AZ – Aug 2019


Eight Steps to Create Your Own Project Management Flow

When the elevator is broken and you have to take the stairs…. 

You have to climb them….

One step at a time.

How do you launch a big project? 

One step at a time.

You’re a visionary. 

You’ve got ideas flowing nonstop.

You have no capacity to integrate.

You’re at a tipping point. 

You’re at max capacity.

How do you get all of your ideas on paper, broken down, assessed and evaluated to see if they can legitimately be created?

You need systems and processes.

Did that hurt?

I know for some it does. I felt you cringe.

For creatives, those words can cause pain sometimes; especially when you don’t already have those systems and processes in place.

The idea of setting up systems and processes can feel arduous and daunting, but when you have an expert who can capture your vision and big picture ideas it’s painless.

Often times, as a visionary and creative you just keep trying to figure out your marketing and messaging, but you’re literally spinning your tires in the mud. 

Please stop. 

If you were to take a step back, stop being a one man/woman show and hire an expert; you would be able to start moving forward.

Let me tell you about one of my clients. She’s an incredible being. We are working on a major project. She’s been working on this project for 5 years. She had a marketing company doing a ton of work for her over the last couple of years, but while the branding is gorgeous the marketing was actually missing the mark.

For the last 5 years she’s been spinning her wheels. Don’t get me wrong. She’s accomplished a ton, but she was missing very key systems and processes that were not in place to move everything forward. 

She had content EVERYWHERE. No consistent messaging. Her marketing team wasn’t actually posting content with intention, so it’s caused a bit of a mess that we are in the process of cleaning up.

Again, my client is brilliant. Highly creative. Impressively so.

She was just completely out of her depth when it came to systems and processes. We are actively creating her systems and processes. We have all of her content contained in one space, so we can easily find everything when needed. We are now able to move her projects forward and bring on a new marketing team that will transition in smoothly with the new direction. So what took 5 years before will take less than a year now.

Here’s what you can do to get started if you are in a similar situation. This is really a simple process, but not necessarily an easy process if this is out of the norm for you. 

Trust me, if you do this, it will remove so much of that overwhelm and stress that you’re feeling right about now.

  1. Set up a Project Management Tool

There are tons of resources out there. I personally use AirTable, Basecamp, Slack and Trello for different clients along with Google Drive. I know there are many who use Asana and Dropbox as some of their main tools. It doesn’t matter what you use. The point is to find one that works for you and how you think and operate. Ideally, you will want a tool that you can use with a team. Some of these platforms have a cost when you bring on more than one or two people. Do your homework and evaluate what your needs are.  


2. Create Tabs, Boards, Cards, Folders for Each Project

If you have 2 projects or 20 projects, set up a file for each one that you can begin to build a structure and system within. Any of the tools above you will be able to do this. Each platform has different vernacular, but the point is to create a file for each project. 


3. Define Your Goal for Each Project

When this idea came to you what made you light up about it? What do you want to accomplish? What is your BHAG (big, hairy, audacious goal)? Do you have short term goals and long term goals? Really get clear on this project and lay it out in the description in your file. This will help any team members that you bring on to understand and grasp your vision quickly and create more concise questions as needed. You may find as your get in deeper on your goals for each project they may not light you up as much as they did originally. You may find that you want to backburner some of your ideas. Others may burn hotter and brighter and you might have just found your magic key!


4. Break Down Your Projects One by One

This next step is crucial and tedious. Take the time to really think about each project individually. Don’t think about the whole just yet. What will it take to get this one project to completion? Create a list of tasks. Cover all your bases from intake forms to community building to marketing to sales, etc. The number of items doesn’t matter. All that matters is that you cover all the tasks that you believe are relevant to completing the project. Here’s the thing with this piece, don’t go down the rabbit hole yet. Stay high level on this list building.


5. Create Action Steps

Here’s the rabbit hole. Take each item on your task list and break down every action step that you believe is needed to accomplish this task or goal. Again, the quantity doesn’t matter. It’s all about making sure you have everything covered that you believe is relevant. 


6. Assignments

Now that you have each project broken down, who’s going to do the work? You need to have a team in place. You need to sit down with you team to discuss your projects and assess if there is anything missing or needing to be removed. If you have a team of experts, hopefully they are helping you create the list in the first place. If not, have them take the time to review the project(s) and make sure they understand what you want to accomplish. As the experts, they may provide you with alternative ideas, so be open to what they offer.


7. Set Deadlines

When I worked in the Finance and Lending Industry, we had deadlines and goals every month. We had bigger and longer term goals as well, but monthly we had a check in on where we were at for the short term and long term goals. If we were missing our monthly goals, it was an indicator that our big goal was most likely not going to be met. So, set realistic monthly goals for your team. Set them with your team. Get their buy in and make sure everyone is clear on what is expected and by when. 


8. Follow up and Reassign

As the leader, visionary and creative of this dream you want to stay in communication with your team. Having a point person to manage your operations and projects will simplify your communication as well as be more efficient for the overall scope of work that you all are working towards accomplishing. There will be times that work falters, deadlines get missed or something falls completely off the wagon. If you have an operations manager they will be on top of your team, leading and guiding them towards the goals. You will want to have an expectation that everything will be followed up on in a timely fashion and that tasks are to be reassigned to different team members as necessary. 


Let’s be honest, shit happens and something will inevitably fall through the cracks. If you have the right people on your team, they are going to fix it quick and get the train back on the track. If you don’t have a team, then it’s all on you and things will definitely challenging.


This 8 step process can be tedious and time consuming, but once it’s done you will find that your business will run like a well oiled machine. Everyone will know what they are doing and when and you will be able to focus on creating and serving your clients. 


In the end, that’s really our goal and mission; to positively impact more people. 


You can’t do that if you got lost in the rabbit hole of trying to figure out your systems and processes without a team. 


If you are ready to discuss how to effectively set up your systems and processes, send an email to



Anything You Can Do I Can Do Better

You know how a line from a song or movie just pops into your head and sparks a train of thought that you just have to go with….well this is that.

I was thinking about how I serve my clients and how they serve their clients and for some reason that old song from Annie Get Your Gun musical (1946) came to my head.

Here’s a refresher if you’ve never seen it….

The premise of this song was that Annie Oakley could do anything better than Frank Butler, and that may have been true at the time. 

As I started thinking about the lyrics, I realized how this is not the way we want to operate in life and business today. Back in the 40’s and 50’s (even before that and after that) women had to prove themselves, but today we don’t need to be better than the next person at everything. 

I am phenomenal at what I do and you are phenomenal at what you do. In essence, I can be and do my zone of genius better than you can because it’s not your zone of genius. I can guarantee that you can do your zone of genius better than I could even contemplate an attempt.

Here’s my point. We aren’t supposed to be competing with each other at every turn to be better at all the things. 


Instead we need to focus on the thing that we truly are good at, what serves our soul, makes us happy and pass off the rest to someone else who has perfected that piece. 

My clients are BRILLIANT at what they do. I mean insanely magical. 

You know what? 

So am I.

This is the beautiful part of integrating partners and team members into our businesses. We get to each shine in our unique glory. We get to showcase and be in our zone of genius without competing with each other. It’s a beautiful collaboration.

Our works gets to enhance the lives of those that we serve.

I know that’s what I do. 

I enhance the lives of my clients. 

I reduce overwhelm, create ease, operate in flow, make the big scary picture not scary and so much more. By taking a client’s project, event or operations structure and putting an effective strategy in place to move forward allows my clients to focus on their zone of genius; the thing that truly makes them happy. 

What I do is not sexy, but it’s beyond valuable. 

I’m not saving the world, but I am saving you. 

I create opportunities for my clients to create more revenue and to be more creative. I take the list of projects, tasks, to do’s and all that other crap off of their plate. I hire the appropriate team members and I manage all the things. 

This is what I do better. 

We are to be the best at who we are. We are not better than anyone else. 

Are you ready to be and do better in how you show up? 

Are you ready to create more, to serve more, to make a greater impact?

Let’s hop on a call and discuss how you can reduce your task list and increase your soul work.


From Failing to Productive

I had to assess my office from top to bottom and make major changes.

I was 21 years old and the company I worked for not only promoted me into management, but moved me across the country to a city I didn’t know and into an office that was failing.

I was the top sales woman in my former district/division and had been groomed for management.

What they didn’t tell me was it was sink or swim.

I walked into an office that was neglected in all areas.

  • Staff morale was low.
  • The office was disorganized.
  • The audits were a mess.
  • The sales #’s were bottom of the barrel.

I was excited and completely clueless.

I knew I had a mess to clean up, but I didn’t realize how bad it was until I got in eyeballs deep.

That first year was brutal.

The staff changed over 3 times before I finally got a staff that began to produce. I ended up firing all the original employees because they couldn’t let go of the blame and stories around why they were failing.

We got our files and audits in order and passed all internal, state and federal audits with flying colors.

We began producing sales again. We began to compete with the Top Dogs in the district for top sales #’s.

Staff morale was at an all time high.

I groomed 3 of my staff to go into management.

Things were looking good!

Then I got “promoted”.

To another failing office.

I had to build again.

Guess what?

I got promoted again.

To another failing office.

In one company in 3 years, I turned 3 failing branches into top producers. I mentored more than a dozen new managers and managers-in-training.

I created systems and processes for others to follow to pass the internal, state and federal audits.

💫 I learned quickly that I had the innate ability to walk into any office and find all the issues. Not only that, I knew how to effectively fix them and turn the situation around.

💫 I learned how adapt to different scenarios, people and demographic areas.

💫 I learned to be open and to listen.

💫 I learned that this ability to organize chaos was special and unique.

💫 I learned that I loved supporting people in this way.

For the last 20 years, I’ve been able to take this ability and adapt it to any job, client or event in any capacity.

I have worked with finance/lending, nonprofits, events of all sizes, entrepreneurs, wellness and Fortune 500 companies.

I’ve provided strategy and created more effective systems, processes and workflows for a variety of industries and clientele.

If you’re ready to organize your projects and operations, send an email to to start the conversation.

Business Life

Stepping Back Into Who I Am

I was a broken, dejected, lonely shell of my former self.

During the summer of 2016, I had a conversation with my coach that forever changed the trajectory of my life.

I had lost all faith in myself.

I had no confidence in my abilities.

I had to start all over and didn’t think I would be able to even scratch the surface.

I specifically remember saying that I don’t have any skills.

I had no idea what to do with myself.

I didn’t know how to start over.

You see, she saw something in me that I couldn’t see for myself.

She saw the powerful, vibrant woman that I am and that I was created to be.

She had faith in me when I couldn’t even fathom it for myself.

She knew what I was capable of even though my doubts were like giant mountains that I never thought I’d be able to overcome.

She believed in me when I had forgotten how to believe in myself.

It propelled me forward.

Those doubts stayed with me for a long time.

That faith in myself was slow to return.

That confidence she knew I had deep in my soul was still elusive.

But she kept believing.

She kept speaking into my life.

Challenging me to believe in myself.

Encouraging me to get out of my own way.

Reminding me that I was brilliant and powerful.

She stood in the gap until I could stand for myself.

I began to believe in myself again.

I began to have faith.

There was this one little but big thing.


It was waiting in the wings.


You see, when I said I had no skills.

I was lying.

To myself.

I was afraid…

Of being vulnerable, admitting my failures, of being judged, of starting over…


What if I failed again?

What would she think?

What would everyone else think?

How do I face it all?

But, here’s the thing.

I’d had MASSIVE success in my past.

I’ve run multi million dollar projects, events and financial branches.

I’ve trained employees and other management positions.

I’ve sold millions of dollars in mortgage loans.

I was a top producer.

I was the most profitable event manager.

I was brilliant, skilled, talented and very successful.

But I walked away from it all because I was unhappy.

I pursued my passions instead of financial gains.

I sought out what my soul craved.

And in the eyes of the world and those around me I was failing.

I had failed.

I made choices that made me happy, but didn’t conform to standards that others had for me.

I no longer wanted to do what society required.

I wanted to be free.

But, I didn’t know how to do it.

I didn’t know how to BE free.

So, instead of owning my choices and why I made them, I made excuses.

I shrank.

I created stories and replayed them over and over to myself until I believed them wholeheartedly.

I told myself I wasn’t good enough. That I was a failure and so much worse.

I hid so much of it from the world.

I put up my walls.

I had a brilliant mask.

But the cracks were starting to show.

And by the time 2016 rolled around and I began working with my coach, the walls came tumbling down.

There was no more hiding.

It’s been quite an epic journey for the last 3 1/2 years.

I am not the woman I was then.

I’m not the woman I was a year ago.

I’m not even the woman I was 6 months ago.

This week I realized that my heart and soul were open enough to step back into that successful confident woman I was back in the day.

This time it’s different.

This time I’m happy.

This time I’m designing my life.

This time I faced my demons and won.

Working through all those old hurts, stories, traumas and lies was helpful.

But building up my belief system and my faith in myself over the last few years has been beyond powerful.

Recognizing that the talented, skilled, amazing confident woman still resided in my soul makes me unstoppable.

Working with a trusted coach and mentor has been one of the most life changing and impactful gifts I could have ever given to myself.

I’ll be forever grateful that my coach was willing to stand in the gap while I got my head out of my ass.

I couldn’t imagine a better time to release all the old stories and traumas than right now in the midst of the 12:12:12 Full Moon that we are experiencing.

Business Life Operations


Trust: a firm belief in the reliability, truth, ability, or strength of someone or something

As the CEO of your business you see the big picture, you know the direction of your vision and yet you are overloaded with all of the work. 

It’s hard to let go and trust someone to carry our vision forward. To let someone share your burden and allow you to step into your next level of creativity and service.

This is the challenge. 

To trust. 

To lean in and know that you can trust yourself and trust your team to support the vision and mission.

To trust that they have your back.

To trust that you won’t fail them and they won’t fail you.

To trust a new process.


It’s huge.

It’s heavy.

It’s scary.

When you can step into it though, it’s worth it.

It’s like taking that leap out of the plane and praying to God and the heavens above that your parachute opens.

There is that moment you pull the ripcord with the question in the back of your mind… “Will it open?”

When it opens you are able to release that lurking fear of falling to your death and know that the leap was worth it. 

I have been experiencing this struggle of trust myself lately. 

The question I have been leaning into lately is….

How much do I trust myself?

I have made some decisions in my business recently that were big for me. I hired TWO new team members on my team.

While it may not seem like a big deal to many, this was a huge deal for me. 

After I onboarded my team I felt the release, excitement, and space that I gave myself.

Why didn’t I trust myself? 

Here’s why…

We’re in the middle of a global crisis and I’m making a decision to grow my business. That’s a HUGE leap of faith and trust in myself. 

But you see, there is a back story. 

Isn’t there always?

I’ve had staff before. I loved having a team. Working together, delegation, innovation, creativity. All of those things are amazing when you have a team.

The last time I had a full team and not just outsourcing to contractors was back from 2005-2007. Right before the full crash of 2008. 

Before the crash hit the full marketplace, it hit my industry a year early. We suffered major casualties and my business took a hit which caused me to layoff my staff and close the doors of my business

It sucked.

I hated laying off my team.

It hurt my heart.

I had committed to them and they had committed to me.

I was not prepared for that crisis.

So, here I sit this month in the midst of a global pandemic, buried in work up to my eyeballs, full of gratitude and scared that if I hire someone I’ll have a replay of my past.

I knew that I knew that I knew I needed to hire my team so that I could give myself some relief and better serve my clients in the long run. 

So, I did took the leap. 

I’m re-learning to trust myself.

Where are you struggling with delegating, scaling your business and trust? 

I challenge you to be curious about your level of trust and learn to lean into it. Growth is exponential when you can trust. 

If you’re ready to scale your business to the next level and are looking for the next steps, let’s set up a time to chat. Shoot me a message and my communications manager will send you my calendar link.