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Individuals   Families  |  Business  |  Non-Profits  |   Associations


Since relationships are our business, we want ours to be a long and happy one. We are highly motivated to make a difference for you, and we’ve found that this approach is most likely to do that.


Life or Business Check-Ups are 2-3 day ‘retreats’ for individuals, couples, families, or business leaders that want to take stock of where they are, where they want to go, and how to get there. Check-Ups are fun, powerful, and transformational.


Before contemplating any major change, understanding the viewpoints, ideas, and expectations of stakeholders is a critical step in any process; although, it is often neglected. Ultimately, those in control make the final decisions. But, using this methodology, the decisions are wiser and achieve optimal outcomes for everyone.


Historically, only 1 in 3 business projects or personal initiatives is successful. A major reason is that only 30% of any group of people are aligned before projects begin. We use techniques that can often bring the level of alignment up to 95%+. This phase of our work propels a family and/or business to new levels of achievement and success.


Nothing meaningful can be accomplished without first gaining clarity around four conditions—where are we now, where do we want to go, what are the barriers to success, and what possible unintended consequences do we need to consider. Failure occurs when people act before gaining clarity.


In today’s word, being agile, adaptable, and innovative is a must. That requires a ‘team’ that is working collaboratively. Da Vinci fosters a spirit of appreciation, cooperation, and collaboration among professionals. It provides an environment that leverages everyone’s expertise and experience toward providing wise advice and counsel while serving the client’s best interests.


A detailed Action Roadmap is prepared to address all of the areas identified throughout the process that will achieve the stated objectives and goals. We focus on solutions that are innovative, transformative, sustainable, and most importantly, achieve the optimal outcome you desire.


When dealing with multiple people, advisors, consultants, and projects, important things can slip through the cracks. Da Vinci is available to coordinate and manage projects with the mindset of getting things done and for plans to be fully implemented and managed on an ongoing basis.


Change is occurring at an exponential rate. Change Management is one of the most important aspects of achieving and maintaining high-levels of sustainable success. Once an afterthought, developing a review process is a vital component of any planning process.

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"The most important relationship we can all have is the one you have with yourself, the most important journey you can take is one of self-discovery. To know yourself, you must spend time with yourself... Knowing yourself is the beginning of all wisdom." – Aristotle

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