CONSULTNG ENGAGEMENTS
ASCENT COACHING & CONSULTING
STRATEGY
CONSULTNG SERVICES
Let’s Build a Strategy That Delivers Results
If you’re an executive or leadership team looking for a smarter, more effective approach to strategic planning, let’s talk. Whether you’re navigating growth, tackling operational challenges, or setting a bold new direction, I’ll help you build a strategy that works in the real world—not just on paper.
How I Help Executives Like You Win
at Strategic Planning:
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Facilitated Executive Strategy Sessions – Gain clarity, alignment, and a well-defined roadmap through expert-led strategic planning workshops.
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Goal-Setting & OKR Development – Define measurable objectives that drive business performance and ensure accountability.
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Execution & Leadership Alignment – Keep your executive team focused on priorities, eliminating distractions and bottlenecks.
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Strategic Roadmaps & Implementation Plans – Move from vision to execution with a step-by-step, results-driven strategy.
Let’s discuss how Ascent can help your leadership team create a clear, focused, and results-driven strategic plan.
Schedule a FREE Consultation Today!
LEADING THROUGH
THE SHIFT
S.H.I.F.T.™ – A Cultural Framework for Navigating AI Adoption
S – Surface the Story - “What’s the narrative right now?”
Leaders must begin by understanding the unspoken assumptions, fears, and cultural signals around AI within their teams.
H – Humanize the Impact - “How will this affect people?”
Rather than jumping to implementation, focus on how AI will change people’s daily work, identity, and influence.
I – Integrate with Intention - “Are we embedding AI in alignment with who we are?” AI implementation should reflect the org’s values, ethics, and goals.
F – Facilitate Behavioral Shifts - “What new behaviors will success require?” AI requires new habits: asking better questions, interpreting outputs, collaborating with tech. Culture follows behavior.
T – Tether to Purpose - “Why are we doing this?”
Without purpose, AI change feels like cost-cutting. With purpose, it becomes meaningful progress.
WHO WE SERVE: Enterprise leaders in small to mid-size organizations (15–1,000 employees), especially:
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Companies actively adopting, exploring, or resisting AI
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Leaders facing cultural friction, uncertainty, or fear around AI transformation
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Strong appeal for financial services firms, given your background
90 MIN EXECUTIVE COACHING
90-MINUTE, 1:1 Coaching Session
For those moments when extra time matters, this 90-minute coaching session provides the space needed for deep-dive strategy work, complex problem-solving, or in-person engagements that demand more time.
Ideal for specialty projects, executive development, or critical decision-making, this extended session allows for thorough discussion, planning, and actionable takeaways.
When a standard session isn’t enough, this gives you the time and focus to tackle high-impact challenges with clarity and confidence.