What to Expect as a Consultation Client

What you might expect as a Change and Transition Client

Change and Transition Consultation is a values based exploration. Being in alignment with our core values is a fundamental element of well-being and a wise foundation for making life decisions. This values inquiry is an important component of understanding the questions we hold regarding our personal and professional choices. The process of discerning core values is facilitated by developing one’s personal compass, i.e., sensing how we know what we know; hearing our inner voice and understanding our own unique way of discerning our truth. Knowing our authentic needs and desires, our likes and dislikes helps us to more confidently chart the course of our lives and manifest our yearnings and dreams.


Timothy was offered a promotion that would have resulted in significantly more power, prestige, and money.  It seemed like an easy question: why wouldn’t a person invested in his career jump at this? This was the position his friends and colleagues took. For Timothy, however, it wasn’t so simple; he was experiencing a lot of anxiety and conflict because this job required some travel and he didn’t want to be away from his wife and young children. He felt stuck between two competing and compelling possibilities; either way, he could see great merit. In order to get underneath this conflict, we did some work around how Timothy discerned his truth. Developing a felt sense of his internal compass was an important tool, which facilitated his decision making as well as invited awareness of his core values, i.e., what is most important. It became clear that being present for his young children and his family was a higher value than all the perks the new job offered. Much to the dismay of many in his world, he turned the promotion down. Timothy has not had a moment of regretting his decision. His increased ability to listen to himself in a deeper way and to align his feelings and thoughts with his values resulted in clarity and confidence about his decision.

Another aspect of Change and Transition Consultation is engaging in an inquiry to clarify the questions and issues that surround the desired change. In the words of John Dewey, an educational pioneer, “A problem well defined is half solved.” Often in the process of looking at the presenting question, bigger and more important questions emerge. Once these underlying questions have been expressed, sometimes it is as if a light bulb has been turned on and the path toward manifesting the desired change becomes clearer. In some cases, holding the larger question or issue results in a change of focus or direction.


Marjory realized that her desire to go back to school and retool for a new career was not based on wanting this change but, in fact, was based on an old and ingrained habit of avoiding conflict. There was no question that she had a difficult boss – but what she hadn’t realized was that her unrest was less about her boss then it was about the reality that she was bound by two obstacles: (1) several old self-limiting beliefs that supported and resulted in her avoidance of conflict and, (2) the fact that she lacked the skills to negotiate a better working environment – she simply had fallen into a disempowered state and wanted to escape the situation by changing her career. Identifying these underlying issues paved the way for her to unravel the ways in which her past had limited her ability to see clearly. She was then able to move toward acquiring the necessary negotiation tools to redefine her role in the company. Marjory successfully improved her working environment. The experience of learning how to act on her own behalf in harmony with her core truth, resulted in an overall increase in her self-confidence, which has positively impacted many aspects of her life.

This strategic examination of the changes we seek lead to a step by step action plan which includes homework and periodic reports to support the process of change. This plan is designed with two things in mind — achieving one’s goals as well as maintaining the balance in one’s life. This notion of maintaining balance sometimes emerges as the central issue.


William had a good life. He was retired from a successful career as a college professor. He was stable financially and was able to invest some of his time volunteering at a local organization as well as pursue his love of tennis. He joined a tennis club and was able to play several times a week. His father became ill and without a moment of hesitation, he decided to become his care-taker. For the first few years, his father’s needs were minimal and William took great pleasure in being able to be of assistance. His father’s disease progressed, however, and he needed more and more care. The balance of William’s life became skewed. He gave up his tennis and reduced his volunteer hours. He felt caught in what he perceived had become an unresolvable situation. He became depressed and the thought of pulling back on his father’s care made him feel guilty.

Change and transition work for William included an examination of two of his core values: being responsible and being compassionate. What became apparent to him was that he held these values in relationship to others and not himself. He rarely considered what it meant to be responsible to himself and his own needs. His perception of his father’s needs eclipsed his own and consequently, the balance of his life was thrown out of kilter. He realized that to continue as he had been doing was not sustainable and, in the end, would not benefit anyone. William’s action plan included hiring a part-time caretaker for his father so he could resume his volunteer work and play tennis again. Because these actions were grounded in a mindful strategic exploration and based on genuine values, they were guilt free. What he had not anticipated was that once he was able to begin to restore of his own life balance, an additional benefit emerged. Relieved of his own overwhelm, he could see how proud his father was and how difficult it had been for him to accept all the time William had devoted to him. William’s Life Balance work resulted in a win-win situation for them both.

Change and Transition Consultation Offerings

I am currently offering remote individual sessions, as well as Changes and Transitions workshops. Every participant will have the opportunity to explore desired professional and/or personal life transitions as well as begin to create an action plan for manifesting these changes. Both individual and group offerings include personal inquiry, guided exercises, homework and follow-up conference calls or emails.

  • To view a list of all workshops and classes that have currently been scheduled, please view our Upcoming Events page.
  • For a full list of all of the Changes & Transitions workshops that I offer, please visit our All Classes & Workshops page.
  • If you have any questions about what I am offering or how it might apply to your life, or if you would like to schedule an appointment, please contact me.  It will be my pleasure to speak with you!