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.


Lifestyle is a game-changing coaching program designed to elevate your thinking, disrupt your conditioned behavior, optimize your practice and build high-performance habits with the goal of helping you build a wildly successful practice and life you love – whatever that means to you.

Industry-leading coaching, proven practices and actionable insights combined with virtual Learning Summits and growth-minded Peak coaching calls and to deliver the tactics, tools and techniques you need to achieve your goals.

You’ll get potent insights, proven best practices and a deep bench of advice from thought leaders, experts and advisors with the knowledge and know-how to accelerate your success.

What’s Included in Limitless Lifestyle Coaching

  • Our Lifestyle program offers four, one-day virtual ‘Learning Summits’ that teach you the 9 shifts you need to build a wildly successful practice and life you love. Think of it as a Masters program in running an excellent advisory firm while learning to enjoy the ride
  • Monthly, 90-minute Peak Practice calls deliver more success strategies, peer shares and guests who move the needle
  • Monthly, 60-minute Personal Peak calls to help you to own your mind, elevate your thinking and operate from a confident, empowered state to elevate your work, wealth and well-being
  • Monthly, 60-minute Coach Office Hours calls create space for practical questions, peer collaboration and personal accountability
  • Quarterly, Accountability Check-ins to help you stay clear, focused and on track
  • Our extensive Practice Resources library provides a wealth of proven practices and actionable resources you can leverage proven strategies and resources to seriously reduce your time from idea to implementation
  • Connect and collaborate with your peers inside a tight-knit, growth-minded community forum that provides peer and coach support to help you stay clear, focused and moving forward


  • 2-day Retreat Workshops that deliver deeper coaching and personal support with in-person, hands-on days focused on rolling up your sleeves and collaborating with peers and Coaches to build solutions that put what you’ve learned into practice ($2,700/retreat, reduced from $3,000)
  • Lifestyle Coaching Bundle: The Lifestyle bundle includes the Lifestyle coaching program plus both the Spring and Fall Retreat workshops ($12,500, reduced from $15,000)
  • Coaching Cohort with Advisor Coach Adam Cmejla includes an additional monthly call with practical insights and support applying what you learn from an advisor who has walked the walk and personalized coaching support to help you put it into practice; limited to 36 advisors ($3,600)
  • Personal Coaching Pass includes four coaching calls with a Mindset, Practice or Advisor Coach to get customized advice and support, along with personalized quarterly Coach check-ins to help keep you on track ($3,600)
  • Co-Member Pass: Want a key player/advisor on your team to come along for the Limitless ride? Co-members get Lifestyle program participation ($3,000/advisor)

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.   

Invest in Your Success

Lifestyle gives you virtual access to the coaching, courses, and community you need to get clear, get focused and get to work creating new levels of success.

Tuition: $9,000* year, with a $1,500 deposit due at enrollment and balance due in equal monthly installments of $625
*With partner code, $10,000 without

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.

For returning 3rd-year Lifestyle LEGACY members...


Once you’ve applied the 9 shifts to your practice, you’ll keep learning, growing and expanding on your success.   The Legacy program offers alumni with three or more years of participation in Limitless coaching to continue to enjoy the coaching, courses and community that support your success and well-being, at a reduced price.


$3,600 year, paid in equal monthly payments of $275 (Deposit $300)

  • For advisors with three plus years in Limitless Lifestyle coaching
  • Ongoing access to the Limitless Lifestyle program at a reduced price
  • Priority access to in-person events and specialized courses
  • 10% discount on events and courses

What brought me to Limitless was that my practice was “disfunctionally functional.”

On paper it was successful, but the professional quality of life was less-than-desired, which had a direct effect on personal quality of life. My biggest takeaway from Limitless was learning I was the one standing in the way of my success. I've even had time to earn my pilot's license.

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.