We help guide you into your future.

Offerings  Advisory Services

Following either a Whole-Life Checkup or a Transformation Retreat we encourage most clients to work with an OnCourse Principal or Associate for a minimum of three months to sustain and reinforce the changes adopted at these retreats.

The OnCourse advisor’s role is to:
  • Help you define and refine your plan
  • Make sure your plan is a “stretch” for you, while still being achievable
  • Challenge and encourage you through the implementation of your plan
  • Hold you accountable to meet measurable goals
  • Guide you when you begin to “drift” from your plan; help you “shift” back on track
  • Celebrate your successes

Advisory services are primarily by telephone with occasional face-to-face sessions. As quickly as possible, we strive to “work ourselves out of a job.” We guide you in establishing your own mentoring, support, and accountability network, while checking in with us occasionally to make sure you are staying on course. If desired, we will also link you with our worldwide network of OnCourse retreat alumni – other individuals or couples who have navigated issues similar to yours, and who are willing to share their experiences.

  • David Barlow
    Chair – McLean Hospital; former biotech CEO
    “Jim has been an inspiring guide to me through all of my life transitions, large and small, personal and professional. His vast wisdom and practical experience – especially having run his own business – helped transform my relationship with myself, my approach to my life calling, and the world around me.”
  • Jim Barnett
    YPO – Barbary Coast
    "Jim has had a transformational impact on my life. The combination of his talent, experience, and commitment have made him the perfect guide for managing both my personal and business transitions. With Jim's guidance, my life has moved to a completely new level of joy and aliveness."
  • Arvid Albanese
    YPO – Florida
    “Work hard, play hard was my motto for my first 40 years. I had a successful business and a lot of fun, but my relationships were shallow. When Jim invited me to explore a ‘life beyond myself,’ I was intrigued yet realized I was clueless as to what this would look like. But in some strange way I knew it was a missing link. Today, with Jim’s guidance, I feel I’m a much more grounded person. Although there are times when it feels harder and less fun, I feel I’ve become more joyous, giving, and vulnerable. And it feels great.”
  • Lou Tilchin
    Managing Partner – Jaffe Tilchin Wealth Management
    "Jim has guided me to be in integrity with myself and those around me. He has helped transform me from an emotionally closed person to a loving, feeling, and emotionally open person. I have deep gratitude for Jim's wisdom, patience, and persistence in helping me reclaim my life."
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Video: The Foundational Life Questions