03/12/2026
Last week I headed over to Joshua Tree to attend the Introductory Retreat. When I learned about what had created and what her vision is for the future of working with clients as a financial planner and how different it was from everything else I had ever seen in this industry over 15+ years, I was very intrigued and knew I had to learn more. What I found and discovered over these magical few days was so much more than I had envisioned and I am SO excited by all that transpired. My only complaint was that it wasn’t long enough!
I came to learn more, but left with a full heart and gratitude for not only learning more about myself, which I know will then transpire to knowing my clients on a deeper level, but also connected with some truly amazing humans that came as strangers and I am now lucky to call friends. The level of vulnerability that we were able to get to very quickly, as well as the authenticity by all that we shared was profound. Thank you so much to Thao, Melissa, Sarah, Paul, Paul, Bre, Michael, and Emi for diving deep together 💫. I am awed by all of you and how you showed up and what you do in this crazy industry we’re all a part of.
If you want to dive deep both for yourself and for your clients, please check out this amazing retreat and certification. Bre has created something I never thought I would see within this industry and I am SO excited and lit up that she followed her vision✨!