Heart Centered Planning
A philosophy for building business and life with intention
Heart Centered Planning
8 principles for intentional growth and aligned success
Heart Centered Planning is at the center of what our firm is about.
We approach every situation through the lens of what is best for the client — while also recognizing that advisors create better outcomes when they are supported personally as well as professionally.
In an industry often driven by pressure, production, and constant performance, we believe advisors and insurance professionals deserve a more intentional approach to success.
We believe financial advisors and insurance agents are better equipped to meet the growing demand for their services when they work with a firm that values sustainability, wellbeing, freedom, and personal alignment alongside business growth.
Heart Centered Planning reflects a philosophy embraced by advisors seeking to build meaningful businesses without abandoning themselves in the process.
Explore our complimentary guides below and schedule a 20-minute conversation with our CEO to learn how these 8 principles can support both financial success and a more intentional life and business.
Complimentary Guides
A curated collection of guiding principles for advisors seeking a more intentional approach to business and life.
Each edition of the Heart Centered Planning series includes a companion webinar featuring founder and CEO, Stephani Lucas, alongside guest speakers for a deeper exploration of each principle.