Life Planning Resource Page
The Hedley Hoeger Group + Our Coaching Initiative
We offer Life Coaching to help our client’s live life by design instead of by default. We recognize that there are many facets of your family's lives beyond investments and planning that are critical to your financial health, and to an overall healthy and fulfilling life. By supporting our clients and each member of their family through our complimentary access to life coaching, we feel everyone will have a better outcome financially. We want to take your "why" for saving a step further than just understanding your goals - we want to help you achieve them. It is this dynamic collaboration that allows us to look beyond the numbers to the pursuit of a life by design.
This page allows you to access a variety of Life Planning resources on a range of topics from Our Coaching Initiative. For even more information on our Life Planning Services, please reach out to Jodi Hedley at jahedley@rwbaird.com.
An Overview
Let's start with the basics: What is Life Planning and how does it work within a Financial Planning framework?
Life Coaching + Financial Planning
Head Coach Lindsay Troxell and Jodi Hedley talk about Lindsay's role in our team's Life Planning Services. 6-minute video
Living Your Life By Design
What would it look like if you were to live life by design rather than default? Head Coach Lindsay Troxell explores powerful concepts such as visualization, value alignment, and showing up as your future self. 21-minute video
What Is Life Coaching?
Head Coach Lindsay Troxell and Jodi Hedley answer your most pressing question: What is Life Planning? And how is it different than therapy? 4-minute video
What Is Business Coaching?
Head Coach Lindsay Troxell and Jodi Hedley talk about what to expect from Business Coaching. 3-minute video
Personal Development Resources
These personal development videos, worksheets and more are all designed to help you thrive...no matter what stage of life you're in. Hear from Head Coach Lindsay Troxell and Coach Michael Futterman as they address a range of topics.
Unraveling Stress
Head Coach Lindsay Troxell and Guest Speaker/Coach Tresa
Leftenant discuss where stress comes from, how to notice it and some practical approaches to managing your stress more successfully. Embracing stress and what it has to teach you is a multi-dimensional journey that is as individual as you are. Consciously choosing courage over comfort unleashes our potential for transformative stress management.
The Power of Coaching
Ever wonder what coaching could do for you, your loved ones, or your co-workers? Listen to one of Lindsay's clients share the impact and awareness she was experiencing so that you can see the power of what this work really can do. Through coaching, you'll gain awareness of when unhelpful thoughts and emotions are driving your behavior, so you can choose how to respond more consciously.
Annual Life Planning
Head Coach Lindsay Troxell walks us through her annual Life Planning Process, which involves dedicating a full weekend to reflecting on the past year and setting intentions for the year ahead. In the video, Lindsay shares how to prepare for the Planning Weekend, what she and her partner, Cory, discuss, the workbook and exercises they use, how they hold themselvces accountable to their goals, and tips for staying focused and energized.
Instinct & Energy
Coach Lindsay and Guest Speaker Erin Werde discuss how we need to challenge assumptions that rigid 9-5PM schedules are the only way to work. Aligning roles to people’s natural rhythms boosts energy, drive, and output. But some employees feel powerless to speak up, fearing it looks like an “excuse.” What "human-centric" policies does your workplace have, and tips for approaching leaders about how small tweaks can help you meet your goals.
Managing Your Mind
What you think about determines the way you feel, the quality of your life, and the results you create for yourself. The trouble is that we have over 60,000 thoughts daily, some of which are running by default and do not serve us. In this session, Head Coach Lindsay Troxell explores how to feel better by intentionally choosing what you think.
35-Minute Video
Powerful Decision Making
Do you struggle with indecision or worry about making the wrong choices? Head Coach Lindsay Troxell explores ways to help you gain the clarity needed to break free from indecisiveness, enhance your analytical skills, improve your evaluation abilities, and cultivate the confidence to take decisive action in any situation.
20-Minute Video
Embracing Failure
What would you do if you weren’t afraid of failure? Not that you wouldn’t fail, but what if failure wasn't a "problem"? Head Coach Lindsay Troxell asks the hard questions that we all need to consider when we are taking on new challenges.
13-Minute Video
Burnout
In this video on burnout, coach Lindsay talks about its causes, symptoms, recovery tips, and first-hand insights. Explore the gap between work expectations and personal values, and receive practical advice on intentional breaks, talking to leaders, seeking support, and embracing the non-linear path to healing.
9-Minute Video
Difficult Conversations
Have you wished you were better at addressing uncomfortable topics with your co-workers, friends, or loved ones? Coach Michael Futterman as he guides you through identifying the nuances of difficult conversations and how to create more favorable outcomes.
20-Minute Video
Habits
Habits make up a large part of who we are. But what about those habits that aren’t contributing to the lives we desire? How do we break our “bad habits” and replace them with habits that will get us where we want to go? And how long does it really take? Whatever habits you desire to build or break - we’ve got you covered.
21-Minute Video
Personal Development Plans
As we inch closer to the end of the year it’s time for us to start thinking about what we’d like to achieve in 2024. In the following 30-minute quick hit video, Coach Michael Futterman provides practical tips on how to stay motivated and achieve your goals, including managing dopamine levels to boost motivation, staying focused on consistent effort rather than just outcomes, getting clear on specific goals, and pushing through when motivation lags. Don’t let 2024 sneak up on you without a plan for success.
27-Minute Video
Time Management
We all have the same 168 hours every week. How is it that some people seem to be able to accomplish more, at a higher level than others, in what seems like LESS time? Head Coach Lindsay Troxell explores how to leverage your time more effectively and move from a life of endless to-do lists and overwhelm to accomplishing more with intention and ease.
47-Minute Video
Career Coaching & Development Resources
Are you entering the workforce and want to map out an intentional career plan? Are you established, but feeling a bit lost with the direction of your current career? Are you looking for a deep dive into your personal brand? Are you prepping for an interview or looking to negotiate a promotion? Our Career Coaching is here for you. Contact Jodi at jahedley@rwbaird.com for more information on Career Coaching.
Personal SWOT
You've heard about conducting a SWOT analysis in business, but what about doing one for yourself? In this session, Head Coach Lindsay Troxell explores how to leverage your strengths, overcome your weaknesses, seize opportunities, and mitigate threats to empower you to confidently achieve your personal and professional goals.
30-Minute Video
Personal Brand Image
In today's competitive job market, having a strong personal brand can help you establish credibility, enhance your visibility, strengthen your network, and support your career growth. It can also ensure that you stay aligned with your own value system when faced with major career decisions. Join Head Coach Lindsay Troxell as she explores what to consider when shaping your own personal brand image.
30-Minute Video
Retirement Coaching & Development Resources
Our Retirement Planning content is aimed to help you prepare for retirement, have clarity around "what's next," stop feeling lost in retirement or achieve a certain goal outside of traditional "work." Contact Jodi at jahedley@rwbaird.com for more Retirement Coaching resources.
Retirement Identity & Purpose
Retirement is viewed as a period of relaxation and enjoying the benefits of one's hard work, but it can also be a time for personal development and self-discovery. Head Coach Lindsay Troxell shows us how to intentionally discover purpose in retirement by identifying your interests and goals and making a plan to pursue them.
60-Minute Video
Longevity
There's no one-size-fits-all solution to health and wellness. If you were to ask 10 different people what you should do to age gracefully, you'd likely get 10 different answers. In this session, Head Coach Lindsay Troxell and Coach Michael Futterman take a look at the 5 areas almost everyone can agree you shouldn't ignore.
60-Minute Video
Jodi Hedley
Client Assistant & Director of Life Planning,
The Hedley Hoeger Group
With decades of experience in the Financial industry, Jodi is prepared to help you navigate which sector of Life Planning is right for you or your loved ones. She acts as the liaison and informant for all things Our Coaching Initiative (OCI) and Life Planning.
Lindsay Troxell
Founder, Our Coaching Initiative
Our Coaching Initiative provides the educational and coaching component for our Life Planning Services. Founded in 2023 by Lindsay Troxell, who is a well-known international speaker, executive coach, and certified life coach, Lindsay provides ongoing monthly coaching sessions in four areas, as well as one on one individual coaching.