Foundation: Your Annual Strategic Roadmap

The planning day you keep putting off—done with peers who get it.

12-month vision

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90-day action plan

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Peer accountability

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Strategic Clarity

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12-month vision ✳︎ 90-day action plan ✳︎ Peer accountability ✳︎ Strategic Clarity ✳︎

Ready to build your roadmap?

Jan 28

March 17

June 17

Sept 23

A potted plant with green leaves on a wooden table, flanked by two black lamps and some small items wrapped in plastic, in a warmly lit indoor space with windows in the background.

Why it works:

You leave with a plan, not just ideas
12-month roadmap, 90-day objectives, and a workbook you'll actually use.

You're not doing this alone
Small cohorts of 7–15 solo business owners who get it. Real peers, real support.

The work doesn't stop after one day
Post-retreat accountability check-in, quarterly Momentum sessions, and alumni community access.

It's accessible
$475 for a full day of expert facilitation, meals, and materials—a fraction of what private coaching costs.

Investment: $475
Includes full-day facilitation, all meals, 16-page workbook, accountability check-in, and alumni community access.


The Foundation

What You'll Build in One Day:

📍 Your 12-Month Roadmap
Clarify where you're headed and ensure every goal aligns with your values.

📍 Your Next 90-Day Plan
Move from big ideas to specific tactics you can execute immediately.

📍 A Proactive Rhythm
Break the cycle of reactive decision-making and build a system that works.

📍 A Founder Network
Connect with 7–15 local entrepreneurs navigating the same challenges.

Frequently Asked Questions

  • This retreat is perfect for any solopreneurs, owners, co-founders, and key operators — whether your business is young or mature — who rarely takes the time to create a clear plan. If you're ready to stop feeling directionless and start working on your business, this day is for you.

  • Bring your laptop, a notepad, and anything else you need to get your best work done. Just be ready to focus on your business and leave the distractions behind!

  • Nope! Just come prepared to think about where you want your business to be by the end of 2026. Making a short list of what’s working well (and what isn’t) is a great head start, but you don’t need to have a problem to solve—we’ll help you find clarity.

  • You'll leave with a tangible, actionable plan that you can start executing immediately. Our goal is for you to have a clear strategy to follow for at least the next 90 days.

  • We'd love to see you back! We recommend you join our quarterly Momentum series to keep refueling your clarity and plan.

  • We've got you covered. Your ticket includes free parking, along with locally sourced food and refreshments available throughout the day.