REGRET PROOFING YOUR LIFE
An intimate gathering for parents who suspect they're playing the wrong game.
Most people are playing one game: work hard, hit their number, retire, finally enjoy life. You've poured years into it and not enough into everything else.
Somewhere in the back of your mind, you've started to realize the game is rigged. The longer you play, the more it costs you the people you can't get back.
See Your Reality
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Prevent Regret
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Rebalance Life
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Create a Plan
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Build Accountability
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Live With Intention
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See Your Reality - Prevent Regret - Rebalance Life - Create a Plan - Build Accountability - Live With Intention -
You Can Feel It Already
The losses you can already feel are the easy ones to spot.
Snuggle season with your kids is over. Your spouse feels more like a roommate than a partner. You haven't seen your best friend in months. Your body isn't keeping up. You haven't slept well in years.
The losses that should concern you even more are the ones forming right now: the Saturday mornings you're working through, the dinners you're only half-present for, the friend who still picks up the phone…for now.
You already know what it feels like to look back and wish you'd been there. The question is whether you'll keep collecting regrets, or start preventing them.
Here's What Almost No One Tells You:
Much of the pressure that's kept you concentrated all these years is manufactured. When you learn how to take it off the table, the time and attention you thought you couldn't spare suddenly become available.
For 28 years, I've worked as a wealth advisor. And for all 28, a significant portion of every client conversation had nothing to do with money.
We talked about marriages, kids, health, friendships, purpose, and what people actually wanted their lives to add up to.
Over time, I realized something: it doesn't matter how well your money is managed if the parts of your life that matter most are falling apart.
This experience exists because the conversation most people need isn't about money. It's about everything money was supposed to support in the first place.
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In 2022, my life cracked open.
I sold my practice. My father lost his decade-long battle with dementia. And I had a full-blown midlife crisis.
By every external measure, I'd made it. But I was unhappy. My marriage wasn't where I wanted it to be. My relationship with my kids wasn't what I wanted it to be. I had built the life I was told to build—and realized it wasn't the life I wanted.
Today, my marriage is stronger than ever. My relationships with my kids have never been better. I have real friendships and a genuine lust for life again.
The path from there to here was harder than it needed to be because I figured it out alone. Now I want to help others do it faster and with more support.
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I've spent 28 years as a wealth advisor and authored two books: Networking Is Not Working and Let's Retire Retirement.
My wife Melanie and I also founded CADRE, a community for founders that we've led together for more than fifteen years.
More importantly, we've done the work ourselves.
Melanie and I know what it feels like to drift apart. We also know what it takes to find your way back. She co-leads portions of the day focused on marriage, family, and parenting—not as theory, but from lived experience.
What Others See
A few months ago, after a conference, someone I respect sent me a note:
"The way you live your life, love your wife and children, lead your business, and engage in your passions is not normal. It should be, but it's not."
They went on to describe something I didn't fully appreciate myself: the consistency of the things that matter. Not occasionally working out. Not occasionally connecting with family. Not getting around to friendships when time allows.
That's ultimately what this experience is about—building a life where the things you care about most stop being optional.
About the Event
Most people think they're managing six separate problems: marriage, parenting, health, friendships, money, and purpose.
They're not.
The real issue is fragmentation.
Your marriage isn't stale because you've stopped loving your spouse; it's in maintenance mode because there's nothing left after work. Your body isn't slipping because you don't know what to do; you've sacrificed it to make the numbers go up.
The pieces simply no longer add up to a whole life.
You don't optimize your way to a whole life. You integrate your way to one.
This experience is designed to help you do exactly that.
You'll spend a day in our home - not a hotel ballroom - taking an honest look at how you've allocated your time, energy, and attention across the six asset classes of life: Family, Friendships, Health, Fun, Money, and Purpose.
You'll uncover what's been costing you, identify what needs to change, and leave with a specific plan to move forward.
Money will be part of the conversation - but not in the way you're used to. We won't review portfolios or discuss investments. Instead, we'll explore your relationship with money, the anxiety that often accompanies it, and how to use what you've built to live well now.
The work doesn't end when the day ends. The cohort reconnects a few weeks later for a group call, followed by a one-on-one conversation focused on your life, not your finances.
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A clear picture of your current life allocation
Awareness of the hidden regrets you're creating
A practical framework for rebalancing your life
Specific commitments and next steps
Accountability from the group and facilitator
Greater clarity about what matters most
Who Is This For
I'm intentionally keeping this first cohort small - just six to ten people.
This is for parents who feel like the top of this page reads less like marketing and more like someone reading their mind. Parents who know they've been pouring themselves into one or two areas of life while letting the others run close to empty.
Couples are especially encouraged to attend together, but single parents are equally welcome.
The Successful Provider
You've done everything right on paper. Yet something still feels missing.
The Busy Parent
You love your kids deeply but know your attention is stretched too thin.
The High Achiever
You've mastered productivity but struggle to feel fully alive.
The Parent Ready For More
You don't need another tactic. You need a different game.
The First CohortFull-day intimate workshop experience
Pre-work and reflection exercises
Small cohort setting (6–10 participants)
Post-event group accountability call
Private one-on-one follow-up conversation
4 Spots
Left
Your Kids Won’t Get a Do-Over
Compound interest doesn't only work on money. It works on your marriage, your friendships, your health, and your kids.
You can recover from a bad decade in the market. Your children's childhood doesn't get a do-over. But you're not out of time.
If something in this page feels less like marketing and more like recognition, that's probably worth paying attention to. This first cohort is intentionally small. I'd rather have the right six to ten people than a full room. If you're willing to look honestly at your life—and willing to do something different—we'd love to hear from you.