As a first step, I invite clients to take the confidential 15-minute online HAPPY WHOLE HUMAN® Holistic Wellness Self-Assessment and get a personalized results report with next step suggestions on how to improve their lives and relationships across 28 dimensions of health. When a group of people take the test, I provide their leadership with valuable insights in the form of management consulting and workshops using HAPPY WHOLE HUMAN® aggregate reports highlighting key performance indicators. In our coaching intake session, we go over the results report and focus on what is working well and what areas could use some work. Often, people are so concerned about what is wrong that their functional strengths are taken for granted. I help clients to highlight their essential strengths and use them to make needed changes.

After assessing strengths, values, and goals, analyzing the changing context, and identifying any outdated strategies and dynamics, I explain the HAPPY WHOLE HUMAN® vision and work with clients as they connect to their true selves and commit to improving their lives and relationships. I also work with clients to help them assess their current values and practices, how things in their lives and contexts are changing, identify any gaps between what is and what is desired, and clarify the ways in which old methods and mindsets are no longer working.

Depending on what the HAPPY WHOLE HUMAN® Assessment exercises have highlighted, clients may opt to focus on specific areas to target for improvement. The HWH Handbook offers exercises and affirmations for each of the 28 dimensions of holistic wellness. I support clients as they seek out and utilize appropriate resources, interventions, and support as well.

I help clients work through any blockages or obstacles that are holding them back from achieving their desired outcomes. Sometimes this involves them using me as a sounding board. Other times, I might help clients identify and release stuck emotional energy using breath work and meditative visualizations, combined with hypnosis. In my work helping to improve relationship dynamics, whether working with married couples, friends, coworkers, or communities, I help individuals identify common interests and find ways to address or put aside differences to allow forward movement towards shared goals. I teach clients constructive, non-defensive emotion management and communication strategies. I help to raise individual awareness and accountability while helping clients detach from other people’s patterns and projections. I also help clients seek out appropriate resources and support as appropriate.

Using all of the information obtained in the preliminary steps, and focusing on the desired vision of how clients want things to be, we help clients to come up with a pragmatic plan of action. 

For individuals, this can involve a process that I refer to as Lifestyle Architecture. For families, companies, and organizations, HAPPY WHOLE HUMAN® coaching conceives of this process as System Architecture in which the operating rules, principles, values, priorities, and goals of all parties and the organizing system itself are considered and used to create a plan of action that is likely to be effective in achieving the shared goals and vision.

Because circumstances and individuals inevitably change in unexpected ways, I help clients to periodically evaluate their progress and readjust their vision and action plan as necessary. Every month, clients will be invited to retake their  HAPPY WHOLE HUMAN® Holistic Wellness Self-Assessment to keep momentum and check-in with themselves.