Dream Big, Plan Smart 2026

You’re registering for the Dream Big, Plan Smart 2026 workshop series; two interactive sessions that help you design a clear, actionable plan for your business, followed by three live coaching sessions to keep you on track.

Whether you’re a seasoned loan officer or just getting your footing, this experience will help you clarify your goals, build structure, and take consistent, confident action all year long.

What You’ll Get

• Pre-Work “Know Your Numbers” Assessment; Establish your starting point
• Dream Big (Day 1): Define your ideal business, lifestyle, and goals
• Plan Smart (Day 2): Build your personalized roadmap and weekly rhythm
• 3 Live Coaching Sessions: Launch, Evaluate, and Adjust to stay on track
• Complete Workbook: Your plan, in your hands
• Community Access: Join the exclusive Dream Big, Plan Smart Community to stay connected and engaged with other program participants 
• Access to Replays: Review and refine anytime

SESSION 1: WEDNESDAY JANUARY 28TH, 12 PM PST / 3 PM EST

SESSION 2: THURSDAY JANUARY 29TH, 12 PM PST / 3 PM EST

Included Live Coaching Follow-Up Sessions:

Launch
Monday February 2nd,
12 PM PST/ 3 PM EST

Evaluate
Monday February 9th,
12 PM PST/ 3 PM EST

Accelerate
Monday February 23rd,
12 PM PST/ 3 PM EST

Session 1: Dream Big

Zoom out.  In this first live session, you’ll clarify what success really looks like in your business and your life. You’ll map out your vision for the future, ideal clients, key relationships, messaging, and the kind of impact you want to make in the coming year. 

Session 2: Plan Smart

Build the plan. In this second live session, you’ll translate your goals into daily, weekly, and quarterly activities that move the needle. Together, we’ll design your success roadmap including key revenue-generating activities, marketing strategies, accountability systems, and a structure that keeps you consistent all year long.

3-Live Coaching Sessions: 

Launch (1 week after): Get action plan in motion, share early wins, troubleshoot challenges. 

Evaluate (2 weeks after): Review what's working and not working with daily and weekly activities 

Accelerate (4 weeks after): Refine your systems, celebrate progress, and set your longer-term rhythm.