CASE STUDIES
CASE STUDIES



The financial advisor with a big heart
The visioning process helped clarify and position the client to transition from having “made it” to a more inspiring future with meaningful purpose, wider choices and options. The misalignment between his current outer expression and an internal passion was revealed.

The wealth managers as silent superheroes
The visioning process put the executive team into the spotlight as courageous trailblazers in the industry. The story of their hard work and the perseverance that underpinned the breakthrough success of the company was not being shared with the world.

The architects breaking out of a box
The visioning process freed the principals to step out from behind the curtain and embrace a new expression that is consistent with their truly passionate and personal way of working. The process confronted the effectiveness of an expired marketing device which was no longer aligned with their culture and direction.

The life coach branching into the world
The visioning process uncovered a powerful pathway from a solo-independent professional to global collaborative branches that expand, influence and generate freedom for many. The underlying mission was rich with potential: “Wellthy is the new Wealth”.

The coffee shop startup saving the day
The visioning process created a wider context for the leader of a tech startup to developed accelerated job searches. The exploration reconnected the founder with his humble coffee shop laptop roots and the importance of building beyond the code to creating connections with people.

Financial advisors as part of the family
The visioning process reconnected the client with their authentic roots and the relationship-building core values at the heart of their company culture. They were able to see that their current market expression and their client’s online experience was not a fit.

The financial advisor with a big heart
The visioning process helped clarify and position the client to transition from having “made it” to a more inspiring future with meaningful purpose, wider choices and options. The misalignment between his current outer expression and an internal passion was revealed.

The architects breaking out of a box
The visioning process freed the principals to step out from behind the curtain and embrace a new expression that is consistent with their truly passionate and personal way of working. The process confronted the effectiveness of an expired marketing device which was no longer aligned with their culture and direction.

The coffee shop startup saving the day
The visioning process created a wider context for the leader of a tech startup to developed accelerated job searches. The exploration reconnected the founder with his humble coffee shop laptop roots and the importance of building beyond the code to creating connections with people.

Financial advisors as part of the family
The visioning process reconnected the client with their authentic roots and the relationship-building core values at the heart of their company culture. They were able to see that their current market expression and their client’s online experience was not a fit.

The life coach branching into the world
The visioning process uncovered a powerful pathway from a solo-independent professional to global collaborative branches that expand, influence and generate freedom for many. The underlying mission was rich with potential: “Wellthy is the new Wealth”.

The wealth managers as silent superheroes
The visioning process put the executive team into the spotlight as courageous trailblazers in the industry. The story of their hard work and the perseverance that underpinned the breakthrough success of the company was not being shared with the world.

KELLY GUSTAFSON
The visioning process unveiled the revolution of a financially empowered and educated nation to come, backed by feminine force. The process revealed the possibility for accessible and available education for everyone’s finances.

HEATHER SPURRELL
The visioning process empowered this life coach to take her fierce passion into a global movement, fighting for freedom and a life worth living. The process clarified her role to start the fire for those who are stranded in the dark and ignite a wave of truth to light their way.

TRIBE CULTURE
The visioning process supported this entrepreneur in validating the expression of work-life-balance for families while focusing on the eco-friendly options for transportation and leisure. The Feed ‘n’ Seed connected the dots of overcoming the new parenting struggles with a holistic approach in the bike carrier industry to accommodate their children’s needs but manage their own personal wellness.
CITY FIT
The visioning process reinforced what CityFit is committed to creating, abolishing limitations and freeing people to live their happiest and healthiest lives. The session validated where CityFit has envisioned to head – putting people and persistence first.

The financial advisor with a big heart
The visioning process helped clarify and position the client to transition from having “made it” to a more inspiring future with meaningful purpose, wider choices and options. The misalignment between his current outer expression and an internal passion was revealed.

The wealth managers as silent superheroes
The visioning process put the executive team into the spotlight as courageous trailblazers in the industry. The story of their hard work and the perseverance that underpinned the breakthrough success of the company was not being shared with the world.

The architects breaking out of a box
The visioning process freed the principals to step out from behind the curtain and embrace a new expression that is consistent with their truly passionate and personal way of working. The process confronted the effectiveness of an expired marketing device which was no longer aligned with their culture and direction.

The life coach branching into the world
The visioning process uncovered a powerful pathway from a solo-independent professional to global collaborative branches that expand, influence and generate freedom for many. The underlying mission was rich with potential: “Wellthy is the new Wealth”.

The coffee shop startup saving the day
The visioning process created a wider context for the leader of a tech startup to developed accelerated job searches. The exploration reconnected the founder with his humble coffee shop laptop roots and the importance of building beyond the code to creating connections with people.

Financial advisors as part of the family
The visioning process reconnected the client with their authentic roots and the relationship-building core values at the heart of their company culture. They were able to see that their current market expression and their client’s online experience was not a fit.

KELLY GUSTAFSON
The visioning process unveiled the revolution of a financially empowered and educated nation to come, backed by feminine force. The process revealed the possibility for accessible and available education for everyone’s finances.

HEATHER SPURRELL
The visioning process empowered this life coach to take her fierce passion into a global movement, fighting for freedom and a life worth living. The process clarified her role to start the fire for those who are stranded in the dark and ignite a wave of truth to light their way.

TRIBE CULTURE
The visioning process supported this entrepreneur in validating the expression of work-life-balance for families while focusing on the eco-friendly options for transportation and leisure. The Feed ‘n’ Seed connected the dots of overcoming the new parenting struggles with a holistic approach in the bike carrier industry to accommodate their children’s needs but manage their own personal wellness.
CITY FIT
The visioning process reinforced what CityFit is committed to creating, abolishing limitations and freeing people to live their happiest and healthiest lives. The session validated where CityFit has envisioned to head – putting people and persistence first.