Welcome! Here you’ll find all the information you need to know about working together.

New Client
To-Do List

  1. Read ‘How to get the most out of the program’ below

  2. Complete the Session 1 exercises here. Please make a copy of each Google doc (File --> Make a copy...) and send me the completed work at least 24 hours before each session

  3. We'll do our first session using video to get to know each other a bit! We'll use Zoom and you can join the meeting at https://zoom.us/j/6375055397 (or we can also do hangouts if you prefer) and then each call after that will occur via phone (415-295-5463)

How to get the most out of the program

  • You may find some of the exercises really difficult! Do what you can on the first pass, revisit a second time and see if some time and space makes it a bit easier and if not, don’t stress too much about it. We’ll discuss on the call and I can help you work through it.

  • This is an intense process and your brain will need time to mull and percolate between sessions. Things may become more clear over a few sessions, some exercises are a work in progress, so if it’s not clicking right away, be kind to yourself and know that it’ll all fall into place with time.

  • Some clients find really great success if they’re able to revisit the exercises a few times over the week. If you’re someone who benefits from that style of work, try to start the exercises as soon as possible after the call.

  • You guide the focus of our calls so if there’s something specific you’d like to discuss in any of the sessions, please let me know.

Full List of Exercises

  • Session 1 exercises - Explore initial ideas of next steps, values exercise and StrengthsFinder Assessment

  • Session 2 Exercises - Professional Assessment Wheel to explore 8 areas of fulfillment in your current role and the Good Time Journal to track your activities and see what is energy giving/energy draining 

  • Session 3 Exercises - Understanding the working conditions you need in order to thrive, creating a one-pager of everything you've learned about yourself and how to evaluate a new job opportunity

  • Session 4 Exercises - Action planning stage, reflection and celebration

  • Next Steps Tracker - Keeping track of how your potential next steps stack up to your values, strengths and working conditions


  • Can you give me edit access to the exercises? I suggest that you make a copy of the exercises to avoid having anyone put sensitive information in the master document that I share with all clients.

  • What if I need to reschedule a session? I know that things come up and you'll probably need to reschedule a session or two. Please do so using the online scheduling system (alifeofoptions.acuityscheduling.com) if it's more than 24 hours before the session or if you need to reschedule with 24 hours please email me. Otherwise, please try to keep the cadence of roughly 1 week between sessions so that you can keep up the action and accountability of the program.

  • What kinds of things can I email you about between sessions? Anything! If you need a sanity check, if you have a realization you want to highlight, if you have questions, if you need help making a timely decision, if you want to celebrate something, etc. I love being in touch between sessions about anything you want to discuss.