Build a wildly successful $1M practice and a life that you love.

Learn about Limitless Lifestyle

Mindset meets methods

The more you elevate your thinking and realize what’s possible in your practice, the more you’re exposed to new and expanded ways to grow a $1 million practice that gives you the time and freedom to enjoy it.

Disruption that delivers.

Lifestyle is a game-changing 12-month coaching program designed to disrupt your conditioned ways of thinking, behaving and practicing with the goal of building a $1M practice that gives you the time and freedom to create a life you love.

Intensive group learning, coaching and peer collaboration combine to expand your thinking. Robust coaching calls, deep learning retreats, and growth-minded Masterminds come together to reveal new strategies and deliver the tactics, tools and techniques to turn the dial across every facet of your practice. 

You’ll get potent insights, proven best practices and a deep bench of advice from thought leaders, experts and advisors who have a reputation for results. 

What's included in the Lifestyle coaching program:

  • Two (2) 1-day Virtual Retreats
  • Two (2) 2-day Limitless Learning & Growth Retreats to learn, connect and grow with like-minded advisers (In-Person Events for Lifestyle-Live members; virtual events for Lifestyle-Virtual)
  • 90-minute Coaching Calls with Stephanie, Faculty and Coaches (2x monthly)
  • 60-minute In-Practice or Mindset Office Hours (weekly)
  • Practice Diagnostic & Personalized Coaching Roadmap Call
  • 1:1 Coaching Calls to address specific needs (Lifestyle – Live members only)
  • All Access Pass to Tribe Talks (deeper practice discussions on specialized subjects)
  • Online Coaching Center to connect and get coaching
  • Full access to Learning Library (while enrolled)
  • Option for Mastermind Accelerators
  • Preferred placement and pricing for Learning Labs
  • Preferred placement on Limitless Leaders waiting list

The finer details...

Lifestyle is for advisors who are committed to building a $1M+ practice and life that they love.  

Program experience

Lifestyle is a select community of growth-oriented advisors who are serious about stepping up their success.  

You’ll be joining a tight-knit circle of advisors who are raising their bar and want to help you raise yours.   


Lifestyle-Virtual gives you virtual access to Limitless Retreats and delivers the coaching, courses and content you need to get clear, get focused and get to work.

Tuition Costs: $10,500
(before partner discounts)

Lifestyle-Live includes both live Retreats. Live Retreats are an experience all their own. Intimate yet immersive experiences bring coaching, collaboration and deep learning together, inspiring clarity and actions that lead to results.

Tuition Costs: $18,000
(before partner discounts)

What you can expect

Lifestyle gives you deep insights, business expertise, in-depth coaching, and comprehensive resources, together with personal coaching and accountability. 

Your job is to show up with a concrete commitment to creating a new kind of success and to set aside time to apply the lessons you learn.  


You're a good fit for Lifestyle if...

You’re a solo advisor or small practice over $200,000 ready to build a wildly successful $1M practice and life that you love.

You’re at or near $1M in revenue and are struggling to scale service, are stalled for growth or are looking to simplify your success.

You’re a firm Founder or in a position to make decisions that determine the course of the practice.

The biggest change in my life has been the mantra, what you focus on expands.

Since Limitless, I have changed firms, become a Partner, focus my time doing work that I love while creating such a pipeline in my business. And I’m showing up as a much stronger leader at work in ways that make me far more present at home. Now I don’t feel like I have to choose between my firm’s financial success and my family. I’m leading a no limits business and life that just keeps getting better."

Curious if Limitless Lifestyle is right for you?

Answer a few quick questions and we’ll point you in the right direction.

Your bigger, better future begins here.

If you’re ready to grow your firm, your revenue, and your ability to build a wildly successful practice and life you love, we invite you to take the next best step.

Elevate your inbox

Subscribe to our monthly newsletter and receive game changing insights, practice building resources, and a sprinkle of Stephanie’s mindset mojo to move the needle on your success.