COACHING TO SUPPORT CLIENTS' EARNING POWER

I created this page for wealth managers and other financial professionals who are curious about how my work might enhance—not replace—what they already offer their clients.

You already help your clients manage, protect, and grow their money.

What happens if your client's income itself is inconsistent, underdeveloped, or structurally misaligned with their true capacity?

That’s where I come in.

The late Charlie Munger famously said, “Show me the incentive, and I will show you the outcome.” Jack Bogle took it a step further—showing that even with the right incentives, you can’t reliably outperform the market.

Outcomes still collapse without the right structure. 

You need a system built to hold.
The same is true for income.

I didn’t read Bogle's The Little Book of Common Sense Investing in time to prevent a lost inheritance. And while it’s easy to single out examples of overspending, the real problem was never earning enough to begin with.

After my father passed, and I completed the responsibilities of his estate, I returned to building my opera performing and academic careers. The plan was simple: keep building the résumé until I could land a tenured academic position. But the inconsistent income—combined with sustained coercive dynamics, both personally and professionally—meant quietly draining my inherited assets just to stay afloat. 

In 2017, while struggling to even land any 9-5 job, I tried day trading to make up the difference with mild success—it was an easy year to succeed. By January 2018, my portfolio was at an all-time high. I believed the hype on CNBC and elsewhere and doubled down. 

Just over a year later, it was all gone. 

I didn’t just lose a portfolio—I kept on losing my ability to think, lead, earn, and trust my own value. 

That experience became the turning point. 

I once told a mentor the story about all I lost, and he solemnly, yet unapologetically, asked, “Can you find the gift in this?”

I thought financial planning would be my calling at first. It's a common path others have nobly taken following financial collapse. But deep down, I knew that wouldn't teach me the lessons I really needed to learn. 

And it wouldn't have helped solve my real underlying money challenge: the ongoing erosion of my self-worth and of my abilities to think, lead, earn, and trust. 

I was determined to figure that out. 

I wanted to demystify why so many highly accomplished, highly educated people—like myself—could feel so afraid or unworthy of earning more. 

If I could help others solve that for themselves—so they could earn more in ways that were truly congruent—it wouldn't take an advisory license to know my own financial plan would finally be all upside. 

So I began working with my former students and fellow artists; then I expanded to serve a broader audience of former academics and entrepreneurs. 

And along the way, I've been piecing together what's culminated into a proprietary diagnostic system to help people map where they are misaligned and how to recalibrate.

Now, my work helps professionals, entrepreneurs, and organizational teams build income systems rooted in structural integrity and behavioral alignment—so their success is no longer tethered to volatility, overperformance, or external permission. It’s not just about earning more; it’s about reclaiming agency, restoring clarity, and building something that actually holds.

I’m also in a position to help wealth managers and adjacent professionals offer an enhanced level of holistic service to clients who want to better align their financial behavior.  

That’s where my diagnostic tool becomes a practical advantage. Using The Lucrativity System™, we can pinpoint and correct misalignments in clients’ or their families' earning and spending before irreparable financial harm takes place.

This isn’t financial advice.
And it isn’t therapy.
It is the missing piece in financial planning.

It’s a structural partnership that elevates your role as an advisor—equipping you to help clients earn more and recognize income or spending misalignments without the emotional baggage, shame, or ideology that can derail progress.

It’s the kind of integrity-driven coaching I wish my own advisors had known to recommend—back when there was still a portfolio to preserve.

Just like Bogle’s index fund philosophy, my methodology isn’t about chasing trends, mimicking others, or relying on hype. It’s about building an income system that reflects how someone is actually wired to earn—so their business functions like a personal index fund: stable, authentic, behaviorally congruent, and structurally resilient. 

A lot of what passes for “mindset coaching” is little more than a veiled form of compliance coaching.

True authenticity often gets lost. Genuine discernment is overridden with disingenuous affirmations. They call it “reprogramming your subconscious mind,” but you’re really just memorizing scripts that never address the actual beliefs, values, and circumstances holding you back.

I focus on the actual architecture of how income is created, priced, delivered, and sustained so clients stop contorting themselves into models that don’t fit.

This is why, over time, their income growth becomes more consistent—not less. When someone’s earning behavior matches their operational design, they don’t just feel better—they earn better. They also protect and grow their assets more effectively.

This is what I help clients build: income models aligned from the inside out—grounded systems designed to hold, grow, and compound under real-world pressure, not performance-based portfolios of hustle and hope.

It’s one of the few paths to true financial freedom that honors both the client’s portfolio and their heart.

Your clients already have the financial guidance. Let’s make sure their income strategy is built to hold it.

This is where financial planning meets its missing link.

If the plan is the blueprint, aligned earning behavior is the foundation.

Without it, the entire structure is at risk.

• Professionals and entrepreneurs who are excellent at what they do — but still hesitate to price, sell, or earn at the level they’re fully capable of.
   
• Clients who feel like they’ve hit a ceiling in their income, despite clear skill and ongoing effort.
   
• Those navigating a transition — whether it’s a career change, personal reinvention, or coming into significant resources — who want to build something real, income-generating, and aligned from the ground up.
   
• People who are ready to grow — but only if it’s on their terms, in a way that feels aligned, clean, and free from someone else’s system or permission.
   
• Individuals who see coaching as a strategic advantage — not as a motivational fix.

Using The Lucrativity System™ diagnostic and my coaching methodology, I guide clients through the practical and personal components of earning more. 

This involves helping with how they communicate their value, structure their pricing, refine their offers, and move through the resistance that often shows up when it’s time to grow:

• Clarifying what they sell — and why it matters
   
• Strengthening pricing and positioning to reflect real value
   
• Addressing hesitation around asking, receiving, or being visible
   
• Building a supportive income structure for their long-term goals
   
• Supporting recalibration during professional or business shifts
   

The goal is always aligned, sustainable income growth—not hustle, hype, or pressure.

Just clean coaching, clear structure, and lasting change.

(And please feel free to forward this page to a colleague this could also help!)