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Innovative consulting designed to help you boost efficiency, optimize performance and create sustainable success.

About Me

Enthusiastic and collaborative with an instinctual ability to identify strategic opportunities, I will help you explore ways to generate results and transcend mediocrity.


I spent more than 20 years in the financial services industry, starting as a Financial Advisor before advancing to influential leadership roles across multiple business areas, including training & development, inclusion & diversity, compliance, sales execution, practice management, marketing, business optimization, and client service. I attribute most of my success to building dynamic, efficient, and highly engaged teams where people feel valued.


Through my passion to help others, I decided to leave the corporate sector and launch my own consulting business. Expanding my reach geographically and across industry sectors, I focus on several areas, including goal setting & execution, business planning, client experience, team dynamics, organizational development, and capacity, while bringing a more balanced approach to success.


Growing up in New England, I received my MBA and Master of Science in Organizational Leadership from Southern NH University, and my MBA in Communications from the University of New Hampshire. I am a certified AQai, DISC & Motivators Trainer, and CPD certified in Neuroplasticity.  I have been featured in articles and interviews with On Wall Street, Think Advisor, Fortune, The Glass Door, CBS Radio, and Talent Management. I hold the series 7, 9, 10, 24, 63, 66 and insurance licenses.​


In my free time, I am an avid reader and baker who enjoys spending time with my family exploring the world.

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Liz Schehl

Founder and Principal

My Strategy

I recognize that prosperity and fulfillment create a powerful combination for success. At some point in our lives, we experience moments where one or both of these do not feel aligned, resulting in feeling stuck, overwhelmed by activity over progress, or simply not satisfied.


Regardless of where these originate, whether it be changes in career or business, personal circumstances, or the external environment, they can become catalysts for transformation. 

This is the time to pause, reflect and reframe to identify your next path of opportunity. Together we develop realistic, implementable strategies, leveraging a unique combination of inputs to create sustainable success.

Focused on entrepreneurs and sales professionals, with enhanced expertise in financial services, I work with individuals and teams, as well as business leaders and executives. 

Why consider engaging with a consultant?

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