The Framework
The Goal Getter Membership is built around one idea: the most successful advisors don't just run their business, they lead it.
The CEO mindset is at the heart of everything in this membership, developing the CEO side of your business and how you lead. It means setting more ambitious goals, making clearer decisions, and building a business that runs with intention, not just momentum.
Everything is designed around three principles:
PLAN
Step into your role as CEO. Set ambitious goals, turn your annual business plan into a quarterly roadmap, and get clear on exactly where your business is going.
FOCUS
Show up consistently as the leader of your business, your team, and your client relationships. Protected weekly time to work on what matters most.
BUILD
Put your plan into action. Monthly workshops cover the core areas of your business, giving you the tools and frameworks to strengthen your business foundation and drive growth.
How It Works
Monthly Focus Workshops
One topic, one month. Each workshop provides an overview of a core business area, an assessment to evaluate where you stand today, and starter tools and templates to begin taking action. The focus is on gaining clarity on the opportunities in your business for growth.
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Quarterly CEO Planning Sessions
Every 90 days, we come together for a live planning session to map out the next quarter. Using the Goal Getter quarterly roadmap, you will set ambitious goals, identify your priorities, and walk away with a clear plan to move your business forward with intention.
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Weekly CEO Power Hours
A live weekly session to start your week with intention. Show up, set your priorities, and spend a focused hour working on your business. Structured, consistent, and designed to make working on your business a non-negotiable part of your week.
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Monthly Office Hours
A dedicated time each month to talk through what is on your mind. Whether you need a sounding board, guidance on a decision, or an accountability check-in, this is your time. Come prepared and leave with clarity on your next step.
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Monthly Newsletter
A focused, action-oriented read to keep you aligned with your goals and connected to what is coming up in the membership. Designed to keep you informed and moving forward with intention.
Membership Details
Launch Date: The Founding Member launch is coming this fall.
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Format: All sessions are delivered virtually, with self-paced workshops available on demand.
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Time Commitment: Plan to spend a minimum of one to two hours per week to engage with the content and live sessions. The added time you invest in applying what you learn to your business will depend on your goals, your motivation, and your commitment to the work. The more you put in, the more you will get out.
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Enrollment opens twice a year. Join the waitlist to be notified when doors open and receive first access before the general public.
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Pricing will be announced closer to launch with a founding member discount, payable monthly, with a discount if you pay the annual plan.
HELP SHAPE THE MEMBERSHIP BEFORE IT LAUNCHES
The Goal Getter Membership is being built with you in mind. Before we open the doors, we want to know what matters most to you.
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Take two minutes to tell us what you want to see in the membership. Your input will directly shape the content, workshops, and resources we build first.
This is for you if...
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You are ready to have your best year yet
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You want to incorporate a CEO mindset into how you manage your business
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You want to build a strong foundation for your business, team, and clients
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You want to set and attain more ambitious goals
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You want you and the team to be more strategic in taking action to move your business forward
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You are looking for a self-guided approach to work on your business
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You have a busy business and need to get clear on your vision before you invest in a Coaching & Consulting Engagement
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You are already working with Jennifer in a Coaching and Consulting Engagement and want to implement this framework along with her one-on-one support
Your Business.
One Year From Now.
Imagine ending the year having accomplished more than you thought possible. Your goals were bigger, your focus was sharper, and for the first time, you made working on your business a consistent priority.
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Your team is aligned, your clients are experiencing the best of what you have to offer, and you are leading your business with intention and confidence. Not because everything went perfectly, but because you had the structure, the support, and the commitment to keep moving forward.
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That is what the Goal Getter Membership is built for. Are you ready to make it happen?