“What My Clients Say About Their Coaching Experience.”

I can’t thank Phyllis enough for so quickly getting me to clarity. I was stuck and struggling for far too long. She quickly pinpointed the similarities in my three situations, identified the root cause, and helped me make a plan of action. Everyone needs a coach like her!

J. B.

Non-profit/Coalition leader

Phyllis has been a tremendous coach through all the years that I successfully built my company Ascend Investment Management and during my transition of selling my company to Grey Fox Wealth. Her insights are always on the mark because she is so darn skilled at helping to make the best and most efficient decisions. Hiring Phyllis is a no-brainer for anyone looking for a mentor, a voice of reason, or an advisory board in one single smart person.

E. P.

Investment Advisor

When I reached out to Phyllis, I felt I was at the end of my rope at my job.  I thought my only options were to either hunker down and try to endure the next ten years or to move on. Through Phyllis’ coaching, I have rediscovered joy and fulfillment in my career. Phyllis helped me recognize and understand my low energy level. I learned how to operate at a higher, more productive energy level. While I reached out to Phyllis because of career dissatisfaction, the growth and confidence I have gained through her coaching has positively affected all areas and relationships in my life.

If you are considering coaching, I would tell you it is the best investment I have ever made in myself. Phyllis has been there to offer support and input between sessions. Family, friends and co-workers who knew nothing about my coaching have all commented that I am more approachable, less uptight, more confident and more enjoyable to be around. I’ve learned to let my guard down and be more vulnerable. I have strengthened old relationships and forged new ones. I have gained the confidence I needed to contribute at a high level at my company which led to fulfillment and financial rewards.

M. B.

CPA, CFA and Sr. Client Advisor

I reached out for coaching as I became overwhelmed with several major life changes happening all at once.  A week long vacation in the Caribbean opened an unexpected door and two weeks later the decision was made to leave behind a 20 +year career that I was super passionate about, a state that I never thought I would EVER leave, a business, a home, and move to a tiny tropical island in the Caribbean. It was overwhelming to say the least! 

I was certainly in unfamiliar territory having life long friends nearby to not knowing hardly anyone. The coaching gave me strength, courage, self confidence to step out of my comfort zone and start settling into my new environment. It helped me set small goals to explore new places and meet new people. Coaching helped me realize and understand not to take things so personally and to realize I am the one who has the power to change and not stay in turmoil but move myself to my happy zone. 

I also learned to live in the moment and realize everything doesn’t have to be planned out right this minute!  I would not hesitate to recommend Phyllis’ coaching service, it will only help with self discovery. I learned that I was capable of so much more than I ever realized.

P. H.

Environmental Engineer

When I started working with Phyllis, I lacked direction on my business plans and goals. I reached out to her for an initial consultation and by the end of the call I knew I needed to continue.  Throughout our sessions, she helped me stay focused and align my goals with my core values. I accomplished having a business plan, figuring out what products I wanted to offer to my clients and even created some marketing tools.  Phyllis is an excellent listener and pushed me when I needed that push. She also challenged my thoughts and made me go deeper into what I was struggling with during the call. 

C. B.

President

The services provided by Phyllis provided me with an avenue to identify and overcome barriers hindering my personal and professional development.  Phyllis’ use of well-designed assessment tools allowed her insight needed to facilitate our discussions.  Within four sessions I was able to clearly identify and remove the “mental” limitations interfering with my overall success.  Our coaching sessions were effective, timely and flexible.

J.B.

Grants Administrator

Phyllis guided and directed us through the murky waters of fundraising for our national PBS show Two Moms and a Car. George and Phyllis consistently provided solutions  that empowered and encouraged us to grow in our abilities as independent producers. They know the ins and outs of sales as well as how to connect with potential leads. They showed us how to interact and engage in successful conversations with corporate executives. Their feedback and knowledge has been indispensable to the funding of our business.

C. G.

Co-Host Two Moms and a Car